Analytics

 Investment Office

Selecting relevant market observations

Investment Thoughts
Asset Management
Pension Funds
Pension Funds Switzerland
Public Pension Funds
Corporate Pension Funds
Industry-Wide Funds
Multi-Employer Funds
Investment Advisors
User Manual
Family Offices
Wealth Managers
About
Disclaimer

Pension Funds Switzerland 2015

is made possible thanks to the following sponsors:

 

 

 

 

 

 

 

 

 

Sammelstiftung Vita

Vita Joint Foundation

 

 

 

 

 

 

   Pension Funds - Pension Funds Switzerland - Public Pension Funds
Bernische Lehrerversicherungskasse (BLVK)

 

Pension Fund Name

 

Bernische Lehrerversicherungskasse (BLVK)

 

Address Contact
Unterdorfstrasse 5 Tel +41 31 930 8383
Postfach

www.blvk.ch

3072 Ostermundigen 2

 

 

Facts and Figures

Description Teachers' pension fund of the Canton of Bern
Category Public Pension Fund
Foundation 1818
Membership 16’191 active, 7’367 retired
Assets 6'832 million
Performance 0.90%
Funded Ratio 91.24%

 

 

Senior Contacts

Function Contact Name Phone & Email
Director Luzius Heil

 

+41 31 930 8383

Head Asset Management Théodor Tillmann

+41 31 930 8326

anlagen@blvk.ch

Portfolio Manager Martin Willi

+41 31 930 8325

anlagen@blvk.ch

 

 

Assets Breakdown (31.12.2015)

Assets

Allocation

Returns
Liquidity  1.10%   -0.03%
Bonds CHF 18.20%    1.93%
Bonds non-CHF 22.20%

  -2.90%

Convertible Bonds  6.80%    0.81%
Mortgages  3.00%    0.46%
Equity Domestic  8.90%    3.98%
Equity Foreign 19.60%   -1.88%
Real Estate Domestic 14.50%    5.55%
Real Estate Foreign  4.50%    4.86%
Alternative Investments  1.20%    4.35%

100%

   0.90%

 

 

Assets Breakdown (31.12.2014)

Assets

Allocation

Returns
Liquidity  2.20%  0.25%
Bonds CHF 23.90%  5.84%
Bonds non-CHF 17.90%

13.06%

Convertible Bonds  7.40% 10.66%
Mortgages  2.40%  1.73%
Equity Domestic  9.20% 12.79%
Equity Foreign 17.30% 17.06%
Real Estate
  Real Estate Domestic 14.30%   8.80%
  Real Estate Foreign  4.40% 34.67%
Alternative Investments  1.10% 16.71%

100%

8.90%

 

 

 

Assets Breakdown (31.12.2013)

Assets

Allocation

Performance
Liquidity  8.20%  0.24%
Bonds CHF 20.40% -0.90%
Bonds non-CHF 17.20%

-2.32%

Convertible Bonds  7.10%  9.92%
Mortgages  2.50%  0.90%
Equity Domestic 10.00% 25.10%
Equity Foreign 17.10% 17.59%
Real Estate 16.40%  6.87%
  Real Estate Domestic 13.30%  1.68%
  Real Estate Foreign  3.10%  5.60%
Alternative Investments  1.00% -41.00%

100%

6.33%

 

 

 

Assets Breakdown (31.12.2010)

Assets

Allocation

Performance
Liquidity 5.90% 0.50%
Bonds CHF 25.60% 3.57%
Bonds non-CHF 17.70%

-7.45%

Convertible Bonds 5.70% -5.04%
Mortgages 3.40% 2.07%
Equity Domestic 8.40% 5.61%
Equity Foreign 16.40% 2.92%
Real Estate 15.50% 6.87%
Alternative Investments 1.60% 0.90%

100%

4.38%

 

 

Assets Breakdown (31.12.2009)

Assets

Allocation

Performance
Liquidity 4.30% 3.97%
Bonds CHF 24.00% 8.59%
Bonds non-CHF 19.20%

6.80%

Convertible Bonds 6.80% 26.64%
Mortgages 3.80% 2.23%
Equity Domestic 10.80% 23.59%
Equity Foreign 15.00% 32.79%
Real Estate 15.20% 15.69%
Alternative Investments 0.90% -0.09%

100% -14.06%

 

 

Assets Breakdown (31.12.2008)

Assets

Allocation

Performance
Liquidity 5.50% -1.38%
Bonds CHF 27.00% -1.14%
Bonds non-CHF 20.10%

-6.21%

Convertible Bonds 4.80% -24.86%
Mortgages 5.80% 3.53%
Equity Domestic 8.20% -33.72%
Equity Foreign 11.50% -45.11%
Real Estate Domestic 14.30% -9.64%
Alternative Investments 2.90% -21.79%

100% -14.06%

 

 

Investment Managers

Bonds

BLVK; UBS; Credit Suisse

Convertible Bonds

Fisch Asset Management; Lombard Odier

Domestic Equity BLVK; Pictet
Foreign Equity

State Street Global Advisors; Aberdeen Asset Managers; UBS; ZKB

Real Estate


BLVK; Cohen & Steers; State Street Global Advisors

 

Alternative

Investments

BLVK; UBS AG

Investment

Controller

Tower Watson

Investment

Consultant

PensionTools GmbH

Global Custody

Credit Suisse Asset Management, Zurich

 

Ostermundigen

27.12.2011


 

 

Public Pension Funds

 

 

Corporate Pension Funds

 

 

Industry-Wide Funds

 

 

Multi-Employer Funds

 

 

 

 

 

 

 

Pension Funds Switzerland 2016

 For institutional investors only

 

 

Pension Funds Guide
Switzerland 2015

 For institutional investors only

pdf Version