Pensionskasse des Kantons Schwyz

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 6’426 active 2’109 retired

Assets 2‘220 million

Performance -1.40%

Funded Ratio 100.70%

Senior Contacts

Director

Asset Management

Viktor Reichmuth

Heinrich Leuthardt

Assets Breakdown (31.12.2018)

Assets
Allocation
Returns

Liquidity 1.70%

Bonds CHF 22.50%

Bonds non-CHF 9.80%

Mortgages 0.20%

Equity Domestic 9.60%

Equity Foreign 13.70%

Real Estate 30.50%

Alternative Investments 12.00%

100% -1.40%

Assets Breakdown (31.12.2017)

Assets
Allocation
Returns

Liquidity 1.30%

Bonds CHF 22.60%

Bonds non-CHF 10.70%

Mortgages 0.20%

Equity Domestic 10.20%

Equity Foreign 14.40%

Real Estate 28.40%

Alternative Investments 12.00%

100% 6.80%

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