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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
St.Galler Pensionskasse (sgpk)

 

Pension Fund Name

 

St.Galler Pensionskasse (sgpk)

 

 

 

Address Contact
Davidstrasse 35 Tel +41 58 228 77 66
9001 St. Gallen www.sgpk.ch

 

 

 

Facts and Figures

Description

     Pension Fund of the Canton of the state employees

     of the Canton of St. Gallen

Category      Public Pension Fund
Membership      24’562 active, 8’690 retired
Assets      7'902 million
Performance      2.40%
Funded Ratio      96.83%

 

 

Senior Contacts

Function Contact Name Phone & Email

 

Director

 

Benedikt Häfliger benedikt.haefliger@sgpk.ch
Asset Management

Markus Näf

 

markus.naef@sgpk.ch

 

 

 

 

 

Assets Breakdown (31.12.2015)

Assets

Allocation

 Returns
Liquidity 13.60%    0.30%
Bonds CHF 24.80%    2.20%
Bonds non-CHF 10.20%   -6.00%
Mortgages  1.90%
Equity Domestic 15.10%    5.50%
Equity Foreign 18.80%   -0.80%
Real Estate Funds  2.00%  10.00%
Real Estate Direct 10.80%  16.90%
Alternative Investments  2.80% -13.10%

100%

 2.40%

 

 

Assets Breakdown (31.12.2014)

Assets

Allocation

 Returns
Liquidity 17.50%
Bonds CHF 25.10%
Bonds non-CHF  8.50%
Mortgages  2.10%
Equity Domestic 15.70%
Equity Foreign 17.00%
Real Estate Funds  1.80%
Real Estate Direct  9.20%  
Alternative Investments  3.10%

100%

 8.00%

 

 

Assets Breakdown (31.12.2013)

Assets

Allocation

Performance
Liquidity 16.20%
Bonds CHF 25.40%
Bonds non-CHF  7.30%
Mortgages  2.10%
Equity Domestic 16.70%
Equity Foreign 17.10%
Real Estate 12.10%
Alternative Investments  3.10%

100%

 6.70%

 

 

Assets Breakdown (31.12.2010)

Assets

Allocation

Performance
Liquidity 13.10%
Bonds CHF 26.80%
Bonds non-CHF 9.00%
Mortgages 3.30%
Equity Domestic 15.20%
Equity Foreign 14.00%
Real Estate 15.00%
Alternative Investments 3.60%

100%

3.00%

 

 

Assets Breakdown (31.12.2009)

Assets

Allocation

Performance
Liquidity 7.80%
Bonds CHF 26.90%
Bonds non-CHF 13.80% 8.20%
Mortgages 3.60%
Equity Domestic 15.60% 24.30%
Equity Foreign 13.50% 33.30%
Real Estate 15.30%
Alternative Investments 3.50%
Commodities 39.70%
Hedge Funds / Private Equity 1.90%

100% 11.60%

 

 

Assets Breakdown (31.12.2008)

Assets

Allocation

Performance
Liquidity 11.40% 2.90%
Bonds CHF 26.70% 7.10%
Bonds non-CHF 15.10% -2.10%
Mortgages 4.40%
Equity Domestic 12.80% -31.40%
Equity Foreign 11.40% -44.80%
Real Estate 15.90% 6.70%
Alternative Investments 2.30%
Commodities -37.40%
Hedge Funds / Private Equity -24.10%

100% -9.40%

 

 

Investment Managers

 Liquidity

 sgpk

 Bonds

sgpk; Credit Suisse; Schroder IM, London; PineBridge, New York

 Equity

sgpk; Panagora, Boston; Flossbach von Storch, Cologne; LSV AM, Chicago; Credit Suisse, Zurich; UBS, Zurich

 Global Custody

Banque Pictet & Cie

 

 

9001 St. Gallen

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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