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Disclaimer

Pension Funds Switzerland 2017

is made possible thanks to the following sponsors:

 

 

 

 

 

 

 

 

Sammelstiftung Vita

Vita Joint Foundation

 

 

 

 

 

 

   Pension Funds - Pension Funds Switzerland - Public Pension Funds

BVK Personalvorsorge des Kantons Zürich

 

Pension Fund Name

 

BVK Personalvorsorge des Kantons Zürich

 

Address Contact
Obstgartenstrasse 21 Tel +41 58 470 40 00
8006 Zürich

www.bvk.ch

 

 

Facts and Figures

Description Pension Fund of the Canton of Zurich
Category Public Pension Fund
Membership 82’631 active, 34’867 retired
Assets 30'577 million
Performance 5.70%
Funded Ratio 99.40%

 

 

Senior Contacts

Function Contact Name Phone & Email
Director Thomas Schönbächler

 

+41 58 470 4104

thomas.schoenbaechler@bvk.ch

Head Asset Management

Adrian Wipf

 

+41 58 470 4301

adrian.wipf@bvk.ch

 

Equity and Investment Process

Marcel Metry

 

+41 43 259 3859

marcel.metry@bvk.ch

 

 

 

Assets Breakdown (31.12.2016)

Assets

Allocation

 Returns
Liquidity   3.20%   -0.37%
Bonds CHF 16.50%    1.43%
Bonds non-CHF 18.70%    6.07%
Mortgages   3.20%

   1.23%

Equity Domestic   8.40%   -1.00%
Equity World Developed Markets 19.70%  12.67%
Equity Emerging Markets   6.50%  12.92%
Real Estate Domestic 16.00%    5.44%
Real Estate Foreign   1.60%    7.16%
Alternative Investments Liquid   3.30%  16.01%
Alternative Investments Illiquid   2.30%    0.47

100%   5.72%

 

 

Assets Breakdown (31.12.2015)

Assets

Allocation

 Returns
Liquidity   4.50%   -0.03%
Bonds CHF 17.30%    2.16%
Bonds non-CHF 15.90%   -2.82%
Bonds Emerging Markets   2.80%    -4.67% 
Mortgages   2.80%    2.14%
Equity Domestic  8.50%    2.85%
Equity World Developed Markets 16.80%   -0.61%
Equity Emerging Markets   5.90%   -14.46%
Real Estate Domestic 16.60%    6.51%
Real Estate Foreign   2.20%    3.06%
Commodities   4.00% -26.02%
Private Equity   2.00%  13.78%

100%   -0.75%

 

 

Assets Breakdown (31.12.2014)

Assets

Allocation

 Returns
Liquidity  5.90% -0.04%
Bonds CHF 14.50% -1.58%
Bonds non-CHF 16.50%  1.41%
Bonds Emerging Markets  3.00%  -0.43% 
Mortgages  2.12%  1.90%
Equity Domestic  9.50% 24.66%
Equity Foreign 16.50% 24.37%
Equity Emerging Markets  5.80%  0.70 %
Real Estate Domestic 16.40%  6.30%
Real Estate Foreign  2.20%  3.48%
Commodities  4.10% -6.51%
Private Equity  1.90%  9.17%

100%  6.12%

 

 

Assets Breakdown (31.12.2013)

Assets

Allocation

Returns
Liquidity 10.00% -0.04%
Bonds CHF 12.70% -1.58%
Bonds non-CHF 16.40%  1.41%
Bonds Emerging Markets  1.10%  -0.43% 
Mortgages  3.30%  1.90%
Equity Domestic 9.10% 24.66%
Equity Foreign 15.80% 24.37%
Equity Emerging Markets  5.70%  0.70 %
Real Estate Domestic 17.00%  6.30%
Real Estate Foreign  2.00%  3.48%
Commodities  4.90% -6.51%
Private Equity  2.00%  9.17%

100%  7.40%

 

 

Assets Breakdown (31.12.2010)

Assets

Allocation

Returns
Liquidity 13.70% -1.10%
Bonds CHF 11.50% 3.40%
Bonds non-CHF 8.40% -5.60%
Mortgages 5.10% 2.10%
Convertible Bonds 4.20% 2.20%
Equity Domestic 12.70% 3.50%
Equity Foreign 17.00% 2.70%
Real Estate Total

21.40%

5.10%
Real Estate Domestic 18.60%
Real Estate Foreign 2.80% 1.40%
Alternative Investments 6.00% 5.00%
Hedge Funds 0.30% -8.60%
Commodities 3.80% 13.60%
Private Equity 1.90% -1.60%

100% 2.20%

 

 

Assets Breakdown (31.12.2009)

Assets

Allocation

Returns
Liquidity 14.80% -0.40%
Bonds CHF 10.70% 5.90%
Bonds non-CHF 9.20% 5.90%
Mortgages 5.40% 2.10%
Convertible Bonds 3.70% 27.80%
Equity Domestic 12.70% 24.30%
Equity Foreign 15.30% 35.10%
Real Estate Total

20.90%

6.90%
Real Estate Domestic 18.40% 3.60%
Real Estate Foreign 2.50%
Alternative Investments 7.30 2.50%
Hedge Funds 2.40% 0.10%
Commodities 3.20% 15.00%
Private Equity 1.60% -16.00%

100% 11.20%

 

 

Assets Breakdown (31.12.2008)

Assets

Allocation

Returns
Liquidity 15.80% 2.50%
Bonds CHF 10.20% 5.20%
Bonds non-CHF 9.90%
Mortgages 5.90% 3.00%
Convertible Bonds 5.00% -24.10%
Equity Domestic 11.00% -34.50%
Equity Foreign 12.20% -46.50%
Real Estate Total 22.00%
Real Estate Domestic 20.00% 3.60%
Real Estate Foreign 2.00%
Alternative Investments 8.00% -31.30%
Hedge Funds 3.10%
Commodities 3.30%
Private Equity 1.60%

100% -15.60%

 

 

Investment Managers

 

 

 

 

Bonds

 

BVK; Zürcher KB; Rogge Global Partners; Northern Trust AM;

Western Asset Management; BlackRock IM; JPMorgan AM

Bonds Emerging Markets

 Lazard AM; Pramerica IM

Equity Domestic  Pictet AM; Schroders; UBS AM
Equity Foreign

 

BlackRock IM; State Street; Barrow, Hanley, Mewhinney & Strauss; Pictet AM; UBS AM

 

 

 Commodities

 

 UBS
 Private Equity  

 LGT Capital Partners

 

 

Private Loans CH

 

 BVK
 

Global Custodian

 

 JP Morgan (Suisse) SA

 

 

Zurich

27.12.2011


 

 

Public Pension Funds

 

 

Corporate Pension Funds

 

 

Industry-Wide Funds

 

 

Multi-Employer Funds

 

 

 

 

 

 

 

Pension Funds Switzerland 2017

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Pension Funds Guide
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