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 2018

is made possible thanks to the following sponsors:

 

 

 

 

 

 

 

 

 

 

 

 

Sammelstiftung Vita

Vita Joint Foundation

 

 

 

 

 

 

 

   Pension Funds - Pension Funds Switzerland - Public Pension Funds

Luzerner Pensionskasse (LUPK)

 

Pension Fund Name

 

Luzerner Pensionskasse (LUPK)

 

 

Address Contact
Zentralstrasse 7 Tel +41 41 228 7690
6002 Luzern

www.lupk.ch

 

 

Facts and Figures

Description Pension Fund of the Canton of Luzern
Category Public Pension Fund
Foundation 2000
Membership 23’200 active, 7’159 retired
Assets 7'495 million
Performance 7.30%
Funded Ratio 107.70%

 

 

Senior Contacts

Director

Reto Tarreghetta

reto.tarreghetta@lupk.ch

Director Finances

Rolf Haufgartner

rolf.haufgartner@lupk.ch

Head Asset Management

Josef Lütolf

josef.luetolf@lupk.ch

 

 

Assets Breakdown (31.12.2017)

Assets

Allocation

 Returns
Fixed Income 30.40%
Mortgages  8.60%
Equity Domestic 10.40%
Equity Foreign 16.40%  
Real Estate 23.70%
Alternative Investments 10.20%
Others  0.30%

100%

   7.30%

 

 

Assets Breakdown (31.12.2016)

Assets

Allocation

 Returns
Fixed Income 34.20%    1.90%
Mortgages  7.10%    1.70%
Equity 25.40%    5.70%
Real Estate 23.20%    4.60%
Alternative Investments  9.70%    4.50%
Others  0.40%

100%

   3.80%

 

 

Assets Breakdown (31.12.2015)

Assets

Allocation

 Returns
Fixed Income 35.20%    1.00%
Mortgages  6.90%    1.90%
Equity 24.50%   -0.80%
Real Estate 22.80%    4.70%
Alternative Investments  9.30%    3.60%
Others  0.30%

100%

   1.78%

 

Assets Breakdown (31.12.2014)

Assets

Allocation

 Returns
Fixed Income 40.20%  3.60%
Mortgages  6.90%  2.00%
Equity 24.90% 12.30%
Real Estate 21.70%  4.90%
Alternative Investments  6.20% 10.60%
Others  0.10%

100%

6.10%

 

 

Assets Breakdown (31.12.2013)

Assets

Allocation

Returns
Fixed Income 40.90% 0.90%
Mortgages 7.30% 2.10%
Equity 22.60% 19.60%
Real Estate 21.20% 4.40%
Alternative Investments 7.90% 5.20%
Others 0.10%

100%

6.00%

 

 

Assets Breakdown (31.12.2010)

Assets

Allocation

Returns
Fixed Income 43.00% 1.60%
Mortgages 8.90% 2.60%
Equity Domestic 7.10% 6.40%
Equity Foreign 13.50%
Real Estate 22.60% 5.40%
Alternative Investments 4.80% -0.90%
Others 0.10%

100%

2.20%

 

 

Assets Breakdown (31.12.2009)

Assets

Allocation

Returns
Fixed Income 44.10% 4.00%
Mortgages 9.40% 2.80%
Equity Domestic 6.80% 23.00%
Equity Foreign 12.40%
Real Estate 22.50% 4.00%
Alternative Investments 4.60% 1.20%
Others 0.10%

100% 7.50%

 

 

Assets Breakdown (31.12.2008)

Assets

Allocation

Returns
Fixed Income 42.10% 0.50%
Mortgages 10.70% 3.10%
Equity Domestic 6.60% -35.00%
Equity Foreign 11.40%
Real Estate 23.60% 4.20%
Alternative Investments 5.40% -18.90%
Others 0.20%

100% -10.30%

 

 

 


Luzern

27.12.2011


 

 

 

Public Pension Funds

 

 

Corporate Pension Funds

 

 

Industry-Wide Funds

 

 

Multi-Employer Funds

 

 

 

 

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

pdf Version