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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

CP VAL, PK WAL

 

Pension Fund Name

 

CP VAL, PK Wal

 

 

Address Contact
Rue Chanoine-Berchtold 30 Tel +41 27 606 2950
Case postale 315

www.cpval.ch

1950 Sion

 

 

Facts and Figures

 

Description Pension fund of the Canton of Valais/Wallis
Category Public Pension Fund
Foundation 2010
Membership 11’320 active, 5’496 retired
Assets 3‘946 million
Performance 3.78%
Funded Ratio 78.60%

 

 

Senior Contacts

Function Contact Name Phone & Email
Director Patrice Vernier

 

+41 27 323 6089

patrice.vernier@admin.vs.ch

 

 

Assets Breakdown (31.12.2013)

Assets

Allocation

Returns
Liquidity 11.24%
Loan to the Canton 24.58%  
Bonds CHF  6.47%
Bonds non-CHF  9.93%
Equity Domestic 12.31%
Equity Foreign 11.59%
Real Estate Domestic 15.01%
Real Estate Foreign  3.25%
Alternative Investments  4.71%
Commodity  2.96%

100%  6.51%

 

Assets Breakdown (31.12.2008)

Assets

Allocation

Returns
Liquidity 16.81% 2.15%
Bonds CHF 19.87% 6.84%
Bonds non-CHF 8.65% -2.57%
Convertible Bonds 2.33% -26.27%
Equity Domestic 12.49% -35.55%
Equity Foreign 10.06% -44.98%
Real Estate Domestic 18.55% 6.97%
Real Estate Foreign 3.74% -20.92%
Alternative Investments 4.95% -24.36%
Commodity 2.55% -46.85%

100% -14.14%

 

 

Investment Managers

Banque Cantonale du Valais, Sion; Credit Suisse, Sion; LODH, Sion; IAM SA; Pictet & Cie; UBS, Lausanne; UBP

 

 

Sion

27.12.2011


 

 

Public Pension Funds

 

 

Corporate Pension Funds

 

 

Industry-Wide Funds

 

 

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Pension Funds Switzerland 2017
 New on October 25th!

 

Pension Funds Switzerland 2016

 For institutional investors only

 

 

Pension Funds Guide
Switzerland 2015

 For institutional investors only

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