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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

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 22’796 active, 6’720 retired
Assets 6'897 million
Performance 3.80%
Funded Ratio 103.90%

 

 

Senior Contacts

 Function  Contact Name  Phone & Email

Director

 

Rolf Haufgartner

 

 

+41 41 228 7621

rolf.haufgartner@lupk.ch

 

Head Asset Management

 

Josef Lütolf

 

+41 41 228 7621

josef.luetolf@lupk.ch

 

 

 

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


 

 

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Pension Funds Guide
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