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Disclaimer

Pension Funds Switzerland 2015

is made possible thanks to the following sponsors:

 

 

 

 

 

 

 

 

 

Sammelstiftung Vita

Vita Joint Foundation

 

 

 

 

 

 

   Pension Funds - Pension Funds Switzerland - Public Pension Funds

Pensionskasse des Bundes PUBLICA

 

Pension Fund Name

 

Pensionskasse des Bundes PUBLICA

 

 

 

Address Contact
Eigerstrasse 57 Tel +41 31 378 8181
3000 Bern 23

www.publica.ch

 

Facts and Figures

Description Pension Fund of the federal state employees of Switzerland
Category Public Pension Fund
Foundation 1921
Membership 63’463 active, 42’894 retired
Assets 36'482 million
Performance -1.93%
Funded Ratio 100.10%

 

 

Senior Contacts

Function Contact Name Phone & Email

 

Director

 

Dieter Stohler

Head Asset Management Dr. Stefan Beiner

 

 

Assets Breakdown (31.12.2015)

 

Open Pension Plans

Assets

Allocation

 Returns
Money Market    1.40%   -0.19%
Swiss government bonds    6.00%    2.93%
Non-government bonds CHF  11.70%    1.63%
Government bonds industrialised markets ex CH  15.50%   -0.35%
Public corporate bonds ex-CHF  16.30%   -1.03%
Inflation-linked government bonds    4.30%   -2.24%
Government bonds emerging market    5.00% -14.71%
Mortgages CH    0.50%    1.71%
Equity Domestic  3.30%    1.28%
Equity industrialised markets ex-CH  18.20%    0.78%
Equity Emerging Markets    9.00% -14.55%
Commodities    1.70% -36.61%
Precious metals    1.90%  -7.82%
Real Estate Direct Domestic    5.20%    6.38%

100%

   -2.45%

 

 

 

Assets Breakdown

Closed Pension Plans

 

Assets

Allocation

 Returns
Money Market    1.10%   -0.19%
Swiss government bonds  31.10%    2.93%
Non-government bonds CHF    9.80%    1.63%
Government bonds industrialised markets ex CH    4.90%   -0.35%
Inflation-linked government bonds    5.40%   -2.24%
Public corporate bonds ex-CHF  13.40%   -2.24%
Government bonds emerging market    0.00% -14.71
Equity Domestic   3.30%    1.28%
Equity industrialised markets ex-CH    7.30%    0.78%
Precious metals    3.00%   -7.82%
Real Estate Direct Domestic  20.70%    6.38%

 

100%

 

    2.16%

 

 

 

Assets Breakdown (31.12.2010)

Assets

Allocation

Returns

Bonds CHF, Liquidity, Mortgages and Others

45.78%
Bonds non-CHF 17.30%
Equity Domestic 5.89%
Equity Foreign 19.23%
Real Estate 6.57%
Alternatives Investments 5.24%

100%

5.16%

 

 

Assets Breakdown (31.12.2009)

Assets

Allocation

Returns

Bonds CHF, Liquidity

and Mortgages

50.52%
Bonds non-CHF 17.38%
Equity Domestic 8.89%
Equity Foreign 16.08%
Real Estate 6.36%
Alternatives 0.77%

100% 10.13%

 

 

Assets Breakdown (31.12.2008)

Assets

Allocation

Returns

Bonds CHF, Liquidity,

Mortgages and Others

67.51%
Bonds non-CHF 6.78%
Equity Domestic 6.89%
Equity Foreign 12.68%
Real Estate 6.14%

100% -6.86%

 

 

Investment Managers

 Bonds

Swiss Federal Pension Fund Publica; Investec AM; Union Investment; Standard Life Investments; PIMCO Europe; BlackRock, Pictet & Cie; Ashmore IM

 Equity Domestic

Credit Suisse; Pictet

 Equity Foreign BlackRock Advisors (UK) Ltd.; Credit Suisse Funds AG; Pictet AM; Vanguard AM
 Commodities

Morgan Stanley (Swaps); Blackrock (Futures)

 Global Custodians

Credit Suisse, Custody & Transactions Services, Zurich; JP Morgan (Schweiz) AG, Zurich

 

 

Bern

27.12.2011


 

 

Public Pension Funds

 

 

Corporate Pension Funds

 

 

Industry-Wide Funds

 

 

Multi-Employer Funds

 

 

 

 

 

 

 

Pension Funds Switzerland 2016

 For institutional investors only

 

 

Pension Funds Guide
Switzerland 2015

 For institutional investors only

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