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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

Personalvorsorgekasse der Stadt Bern

 

Pension Fund Name

 

Personalvorsorgekasse der Stadt Bern PVK

 

 

Address Contact
Laupenstrasse 10 Tel +41 31 321 6699
3008 Bern

www.pvkbern.ch

 

 

Facts and Figures

Description Pension Fund of the City of Bern
Category Public Pension Fund
Foundation 1910
Membership 5’458 active, 3’697 retired
Assets 2'117 million
Performance 4.30%
Funded Ratio 94.50%

 

 

Senior Contacts

 Function  Contact Name  Phone & Email
Director

Jürg Schad

 

+41 31 321 6698
juerg.schad@bern.ch

Head Asset Management

Fabio Strinati

 

+41 31 321 6692

fabio.strinati@bern.ch

 

 

 

Assets Breakdown (31.12.2016)

Assets

Allocation

Returns
Liquidity  1.80%   -0.05%
Bonds CHF  9.80%    0.97%
Bonds non-CHF Total 11.60%    4.10%
 Convertible Bonds  0.60%
 Insurance-Linked Bonds  2.20%  
 Senior Secured Loans  1.60%  
Mortgages  8.70%    1.68%
Equity Domestic 14.70%    0.10%
Equity Foreign Total 17.20%    9.68%
 of which Private Equity  2.60%  
Real Estate Domestic 32.50%    5.65%
Real Estate Foreign  3.80%    5.20%

100%    4.30%

 

 

Assets Breakdown (31.12.2015)

Assets

Allocation

Returns
Liquidity  3.40%   -0.07%
Bonds CHF  9.70%    1.26%
Bonds non-CHF Total 11.40%   -0.50%
 Convertible Bonds  0.60%
 Insurance-Linked Bonds  2.20%  
 Senior Secured Loans  1.46%  
Mortgages  8.50%    1.90%
Equity Domestic 15.00%    4.11%
Equity Foreign Total 16.20%   -4.48%
 of which Private Equity  2.60%  
Real Estate Domestic 32.30%    6.61%
Real Estate Foreign  3.50%    2.85%
 of which Private Equity  0.10%

100%    2.21%

 

 

 

Assets Breakdown (31.12.2014)

Assets

Allocation

Returns
Liquidity  2.70%  0.06%
Bonds CHF  9.70% -0.11%
Bonds non-CHF Total 11.60% -0.39%
 Convertible Bonds  0.60%
 Insurance-Linked Bonds  1.70%  
 Senior Secured Loans  1.10%  
Mortgages  9.60%  2.10%
Equity Domestic 15.70% 24.04%
Equity Foreign Total 17.80% 17.10%
 of which Private Equity  2.50%  
Real Estate Domestic 31.30%  5.16%
Real Estate Foreign  3.00%  1.23%
 of which Private Equity  0.10%

100% 8.56%

 

 

 

Assets Breakdown (31.12.2009)

Assets

Allocation

Returns
Liquidity 1.50% 0.35%
Bonds Domestic CHF 6.40%
Bonds Foreign CHF 7.70%
Bonds non-CHF 7.30% 5.17%
Mortgages 13.80% 2.69%
Equity Domestic* 12.80% 21.66%
Equity Foreign** 15.10% 14.03%
Real Estate Domestic 31.80% 2.90%
Real Estate Foreign 2.00% -8.59%
Others 1.60%

100% 7.08%

*Includes 0.9% Private Equity

**Includes 4.5% Private Equity

 

 

Assets Breakdown (31.12.2008)

Assets

Allocation

Returns
Liquidity 1.20% 1.07%
Bonds Domestic CHF 14.00% 2.84%
Bonds Foreign CHF 8.10% -3.62%
Mortgages 15.80% 4.11%
Equity Domestic* 10.10% -37.30%
Equity Foreign** 12.90% -40.57%
Real Estate Domestic 34.00% 5.33%
Real Estate Foreign 2.30% -21.32%
Others 1.60%

100% -10.00%

*Includes 0.9% Private Equity

**Includes 4.5% Private Equity

 

 

Investment Managers

 Bonds & Liquidity

Syz Asset Management; Berner kantonalbank; Credit Suisse; IST für Personalvorsorge; Swsscanto/ZKB

 Equity

UBS; Credit Suisse; Vontobel AM

 CAT Bonds / Insurance  Linked Securities, Senior Secured Loans, Private Equity LGT ILS Partners LTD; Inveso Asset Management Schweiz AG; Partners Group; Harbour-Vest,
 Global Custodians  UBS; Credit Suisse; Berner Kantonalbank

 

 

 

 

3008 Bern

27.12.2011


 

 

Public Pension Funds

 

 

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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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