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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

Pensionskasse Stadt Luzern

 

Pension Fund Name

 

Pensionskasse der Stadt Luzern

 

 

Address Contact
Bruchstrasse 69 Tel +41 41 208 8371
6002 Luzern

www.pksl.ch

 

 

Facts and Figures

Description Pension Fund of the City of Luzern
Category Public Pension Fund
Membership 3’537 active, 2’145 retired
Assets 1'514 million
Performance 7.75%
Funded Ratio 111.01%

 

 

Senior Contacts

Function Contact Name Phone & Email
Director  Konrad Wüest

 

+41 41 208 8376

 

 

Assets Breakdown (31.12.2017)

Assets

Allocation

Returns
Liquidity   5.70%
Bonds CHF   8.50%
Bonds Sovereign non-CHF   2.40%
Bonds Corporate non-CHF   5.80%  
"Anlagen beim Arbeitgeber"   1.60%  
Mortgages   7.30%
Equity Domestic   9.80%  
Equity Foreign 18.30%
Real Estate Domestic 28.20%
Real Estate Foreign   4.30%
Private Equity   3.90%
Insurance Linked Securities   4.20%

100%  7.75%

 

 

Assets Breakdown (31.12.2016)

Assets

Allocation

Returns
Liquidity  4.00%
Bonds CHF   9.40%
Bonds Sovereign non-CHF   2.60%
Bonds Corporate non-CHF   5.50%  
"Darlehen beim Arbeitgeber"   2.10%  
Mortgages   5.80%
Equity Domestic 10.50%  
Equity Foreign 19.10%
Real Estate Domestic 30.10%
Real Estate Foreign   1.90%
Private Equity   3.40%
Insurance Linked Securities   3.60%

100%  6.43%

 

 

Assets Breakdown (31.12.2015)

Assets

Allocation

Returns
Liquidity  5.10%
Bonds CHF and "Anlagen beim Arbeitgeber" 12.20%
Bonds non-CHF   6.90%
Mortgages   5.80%
Equity Domestic 11.10%  
Equity Foreign 17.50%
Real Estate Domestic 31.00%
Real Estate Foreign   3.70%
Private Equity   3.10%
Insurance Linked Securities   2.00%
Commodities   1.70%

100%  1.91%

 

 

Assets Breakdown (31.12.2009)

Assets

Allocation

Returns
Liquidity 3.70%
Bonds CHF, Loans & Others 19.30%
Bonds non-CHF 4.40%
Mortgages 8.60%
Equity Domestic 10.60% 23.05%
Equity Foreign 13.00% 30.28%
Real Estate Domestic 32.80% 5.36%
Real Estate Foreign 2.00%
Private Equity 1.10%
Hedge Funds 2.80%
Commodities 1.70% 34.33%

100% 9.72%

 

 

Assets Breakdown (31.12.2008)

Assets

Allocation

Returns
Liquidity 7.19% 1.15%
Bonds CHF, Loans & Others 12.09%
Bonds Foreign in CHF 5.80%
Bonds non-CHF 4.93% -5.85%
Mortgages 10.22% 3.54%
Equity Domestic 9.41% -35.00%
Equity Foreign 10.12% -46.66%
Real Estate Domestic 33.61% 3.76%
Real Estate Foreign 1.77% -25.76%
Private Equity 0.70% -42.77%
Hedge Funds 2.94% -18.82%
Commodities 1.21% -44.26%
Others 0.01%

100% -11.72%

 

 

 

Luzern

27.12.2011


 

 

 

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Pension Funds Switzerland 2018

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Pension Funds Switzerland 2017

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Pension Funds Switzerland 2016

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Pension Funds Guide
Switzerland 2015

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