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About
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

Fonds de compensation AVS - AHV - Compenswiss

 

Pension Fund Name

 

Fonds de compensation AVS - AHV

Compenswiss

 

 

Address Contact
Social Security Fund AVS/AI/APG Tel +41 58 201 6565
Fonds de compensation AVS/IV/APG www.compenswiss.ch
Boulevard Georges-Favon 6

PO Box 5756
1211 Geneva 11

 

 

Facts and Figures

Description Swiss Federal Social Security Fund
Category Public Pension Fund
Foundation 1947
Assets 45’800 million
Performance 3.75%

 

 

Senior Contacts

Function Contact Name Phone & Email

 

Director

 

Asset Management

 

Eric Breval

 

Frank Juliano

 

 

 

 

 

Assets Breakdown (31.12.2016)

Assets

Allocation

Returns
Liquidity   6.87%
Money market investment   2.74%  
Bonds CHF   9.94%
Bonds non-CHF 42.08%
Loans   7.82%  
Equity 22.57%
Real Estate  6.50%
Commodities  0.78%
Tactical investment  1.72%  
Overlays -1.01%  

100%

 3.75%

 

 

 

Investment Advisors

Liquidity

compenswiss

Bonds CHF & Loans

compenswiss

Bonds non-CHF Ashmore Inv. Mgmt.; Barings; GMO; BlackRock; compenswiss; Guggenheim partners IM; PGIM; Schroder IM; Western Asset Mgmt.
Equity Pictet Asset Mgmt.; State Street; compenswiss; Credit Suisse; BlackRock; Wellington Mgmt. Int.; Schroder IM; Mirabaud Asset Mgmt.

Real Estate

compenswiss; Maerki Baumann & Co.; BCV Asset Mgmt.; UBS

Commodities

compenswiss

Tactical Investments

compenswiss

 

 

 

Genève

27.12.2011


 

 

Public Pension Funds

 

 

Corporate Pension Funds

 

 

Industry-Wide Funds

 

 

Multi-Employer Funds

 

 

 

 

 

 

 

Pension Funds Switzerland 2017

 For institutional investors only

 

Pension Funds Switzerland 2016

 For institutional investors only

 

 

Pension Funds Guide
Switzerland 2015

 For institutional investors only

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