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About
Disclaimer

Pension Funds Switzerland 2018

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

 

 

 

 

 

 

 

New this October:

Pension Funds Switzerland 2018

 For institutional investors only

 

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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