|
Pension Fund Name
Pensionskasse der Siemens-Gesellschaften in der Schweiz
| Address |
Contact |
|
|
| Freilagerstrasse 40 |
Tel +41 58 558 6700 |
| 8047 Zürich |
www.pk-siemens.ch |
|
|
Facts and Figures (as of 30.09.2018)
| Foundation |
1921 |
| Membership |
6’038 active, 5’249 retired |
| Assets |
3'644 million |
| Performance |
3.38% |
| Funded Ratio |
112.62% |
Senior Contacts
| Director |
Markus Blaser |
| Head Asset Management |
Fausto Ciapponi |
Assets Breakdown (30.09.2018)
| Assets |
Allocation |
Returns |
|
|
|
| Liquidity |
12.50% |
|
| Bonds CHF |
28.76% |
|
| Bonds Sovereign non-CHF |
8.93% |
|
| Bonds Corporate non-CHF |
5.03% |
|
| Equity CH |
8.46% |
|
| Equity World |
7.81% |
|
| Equity Emerging Markets |
3.51% |
|
| Real Estate CH |
20.84% |
|
|
|
|
|
|
100% |
3.38% |
Assets Breakdown (30.09.2017)
| Assets |
Allocation |
Returns |
|
|
|
| Liquidity |
11.72% |
|
| Bonds CHF |
19.51% |
|
| Bonds CHF (long duration) |
6.18% |
|
| Bonds non-CHF |
14.42% |
|
| Equity CH |
10.76% |
|
| Equity World |
13.27% |
|
| Equity Emerging Markets |
4.19% |
|
| Real Estate CH |
19.95% |
|
|
|
|
|
|
100% |
5.93% |
Assets Breakdown (30.09.2016)
| Assets |
Allocation |
Returns |
|
|
|
| Liquidity |
3.04% |
|
| Bonds CHF |
21.70% |
|
| Bonds CHF (long duration) |
7.26% |
|
| Bonds non-CHF |
15.78% |
|
| Equity CH |
10.92% |
|
| Equity World |
17.29% |
|
| Equity Emerging Markets |
3.73% |
|
| Real Estate CH |
20.28% |
|
|
|
|
|
|
100% |
6.03% |
Assets Breakdown (30.09.2015)
| Assets |
Allocation |
Returns |
|
|
|
| Liquidity |
4.50% |
|
| Bonds CHF |
28.50% |
|
| Bonds non-CHF |
15.10% |
|
| Equity |
31.10% |
|
| Real Estate |
20.70% |
|
| Others |
0.10% |
|
|
|
|
|
|
100% |
1.65% |
Assets Breakdown (30.09.2014)
| Assets |
Allocation |
Returns |
|
|
|
| Liquidity |
3.80% |
|
| Bonds CHF |
26.90% |
|
| Bonds non-CHF |
14.60% |
|
| Equity |
34.20% |
|
| Real Estate |
20.30% |
|
| Others |
0.20% |
|
|
|
|
|
|
100% |
8.40% |
| 
