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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

Pensionskasse Stadt St. Gallen

 

Pension Fund Name

 

Pensionskasse Stadt St. Gallen

 

 

Address Contact
Rathaus Tel +41 71 224 6425
9001 St. Gallen

www.pk.stadt.sg.ch

 

 

Facts and Figures

Description Pension Fund of the city of St. Gallen
Category Public Pension Fund
Membership 3’549 active, 1’857 retired
Assets 1'338 million
Performance 4.32%
Funded Ratio 104.49%

 

 

Senior Contacts

 Function  Contact Name  Phone & Email

 

Director

 

René Menet

 

geschaeftsleitung@pk.stadt.sg.ch

 

 

Assets Breakdown (31.12.2016)

Assets

Allocation

Returns
Liquidity   6.50%
Bonds Domestic CHF   6.80%
Bonds Foreign  10.90%
Mortgages   5.00%
Equity Domestic 16.90%
Equity Foreign 20.50%
Real Estate 23.80%
Alternative Investments   9.60%

100%  4.32%

 

 

Assets Breakdown (31.12.2015)

Assets

Allocation

Returns
Liquidity   7.97%
Bonds Domestic CHF   7.35%
Bonds Foreign CHF   8.38%
Mortgages   5.42%
Loan to the City   1.35%
Equity Domestic 16.00%
Equity Foreign 19.34%
Real Estate 22.34%
Alternative Investments 11.25%
Others  0.62%

100%  1.47%

 

 

Assets Breakdown (31.12.2013)

Assets

Allocation

Returns
Liquidity 13.17%
Bonds Domestic CHF  8.17%
Bonds Foreign CHF  8.52%
Mortgages  6.01%
Loans to the Canton  3.44%
Equity Domestic 16.09%
Equity Foreign 17.47%
Real Estate 18.64%
Alternative Investments  8.11%
Others  0.38%

100%  7.44%

 

 

Assets Breakdown (31.12.2009)

Assets

Allocation

Returns
Liquidity 1.17%
Bonds CHF 9.61% 5.21%
Convertible Bonds 3.44% 19.76%
Mortgages 8.35% 3.08%
Loans to the Canton 14.90%
Equity Domestic 15.16% 23.42%
Equity Foreign 17.90% 29.03%
Real Estate 23.40%
Alternative Investments 5.54% 0.38%
Others 0.53%

100% 10.59%

 

 

Assets Breakdown (31.12.2008)

Assets

Allocation

Returns
Liquidity 0.20%
Bonds CHF 12.70%
Mortgages 11.86%
Loans to the Canton 19.92% 3.35%
Equity Domestic 11.70% -34.43%
Equity Foreign 10.16%
Real Estate 29.49%
Alternative Investments 3.00% -35.86%
Others 0.97%

100% -10.43%

 

 

Investment Managers

 Liquidity

 Pensionskasse Stadt St. Gallen

 Bonds

 UBS AG, Zürich; Fisch Asset Management AG, Zürich;

 Equity

 St.Galler Kantonalbank, St.Gallen; Credit Suisse, Zurich

 Custody

 Credit Suisse, Zurich

 

 

9001 St. Gallen

27.12.2011


 

 

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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

 For institutional investors only

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