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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
Zuger Pensionskasse

 

Pension Fund Name

 

Zuger Pensionskasse

 

 

Address Contact
Bahnhofstrasse 16 Tel +41 41 728 3860
Postfach 338

www.zugerpk.ch

6301 Zug

 

 

 

 

Facts and Figures

Description Pension Fund of the Canton of Zug
Category Public Pension Fund
Foundation 1858
Membership 9’774 active, 2’758 retired
Assets 3'296 million
Performance  2.81%
Funded Ratio 101.60%

 

 

Senior Contacts

 Function  Contact Name  Phone & Email
Director Rudolf B. Zeller

 

+41 41 728 3861

rudolf.zeller@zugerpk.ch

Portfolio Manager Ruedi Fenk

 

+41 41 728 3867

ruedi.fenk@zugerpk.ch

 

 

Assets Breakdown (31.12.2015)

Assets

Allocation

Returns
Liquidity  3.90%
Bonds CHF 28.20%
Bonds non-CHF  1.90%
Equity Domestic 18.00%
Equity Foreign 23.60%
Real Estate 23.30%
Others  1.20%

100%

 2.81%

 

Assets Breakdown (31.12.2013)

Assets

Allocation

Returns
Liquidity  5.00%
Bonds CHF 28.10%
Bonds non-CHF  -
Equity Domestic 18.90%
Equity Foreign 23.30%
Real Estate and Mortgages 23.50%
Others  1.20%

100%

 9.39%

 

 

 

Assets Breakdown (31.12.2010)

Assets

Allocation

Returns
Liquidity 3.90%
Bonds CHF 26.80%
Bonds non-CHF 6.20%
Equity Domestic 16.40%
Equity Foreign 20.50%
Real Estate and Mortgages 24.20%
Others 2.00%

100%

2.38%

 

 

Assets Breakdown (31.12.2009)

Assets

Allocation

Returns
Liquidity 4.60%
Bonds CHF 29.70%
Bonds non-CHF 7.10%
Equity Domestic 14.70%
Equity Foreign 17.10%
Real Estate and Mortgages 24.30%
Others 2.50%

100% 10.66%

 

 

Assets Breakdown (31.12.2008)

Assets

Allocation

Returns
Liquidity 3.30%
Bonds CHF 33.80%
Bonds non-CHF 7.70%
Equity Domestic 13.50%
Equity Foreign 11.40%
Real Estate and Mortgages 27.30%
Others 3.00%

100% -13.21%

 

 

Investment Managers

NA

 

 

 

Zug

27.12.2011


 

 

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Pension Funds Switzerland 2016

 For institutional investors only

 

 

Pension Funds Guide
Switzerland 2015

 For institutional investors only

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