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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 Kantons Schwyz

 

Pension Fund Name

 

Pensionskasse des Kantons Schwyz

 

 

 

Address Contact
Herrengasse 13 Tel +41 58 800 2600
Postfach 263

www.sz.ch

6431 Schwyz

 

 

Facts and Figures

Description Pension Fund of the Canton of Schwyz
Category Public Pension Fund
Membership 6’312 active 1’927 retired
Assets 2‘086 million
Performance 4.60%
Funded Ratio 98.30%

 

 

Senior Contacts

 Function  Contact Name  Phone & Email

Director

 

Asset Management

 

Viktor Reichmuth

 

Heinrich Leuthardt

 

 

n.a.

 

n.a.

 

 

 

Assets Breakdown (31.12.2016)

Assets

Allocation

Returns
Liquidity   4.00%
Bonds CHF 16.10%
Bonds non-CHF 10.20%
Mortgages   1.60%  
Equity Domestic 10.80%
Equity Foreign 14.20%
Real Estate 28.90%
Alternative Investments 14.20%

100%  4.60%

 

 

Assets Breakdown (31.12.2015)

Assets

Allocation

Returns
Liquidity   6.20%
Bonds CHF 15.50%
Bonds non-CHF 10.30%
Mortgages   0.60%  
Equity Domestic 10.20%
Equity Foreign 13.30%
Real Estate 29.10%
Alternative Investments 13.50%

100%  0.60%

 

 

Assets Breakdown (31.12.2009)

Assets

Allocation

Returns
Liquidity 2.30%
Bonds CHF and Morgages CHF 23.20%
Bonds non-CHF 11.60%
Equity Domestic 12.50%
Equity Foreign 12.70%
Real Estate 30.40%
Hedge Funds 7.30%

100% 11.20%

 

 

Assets Breakdown (31.12.2008)

Assets

Allocation

Returns
Liquidity 1.40%
Bonds CHF and Morgages CHF 25.10%
Bonds non-CHF 12.00%
Equity Domestic 10.70%
Equity Foreign 12.10%
Real Estate 30.50%
Hedge Funds 8.20%

100% -11.10%

 

Investment Managers

 

Schwyzer Kantonalbank

 

 

Schwyz

27.12.2011


 

 

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Pension Funds Switzerland 2017
 New on October 25th!

 

Pension Funds Switzerland 2016

 For institutional investors only

 

 

Pension Funds Guide
Switzerland 2015

 For institutional investors only

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