|
Pension Funds Switzerland 2019
is made possible thanks to the following sponsors:
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|
| St.Galler Pensionskasse (sgpk) |
|
Pension Fund Name
St.Galler Pensionskasse (sgpk)
| Address |
Contact |
|
|
| Rosenbergstrasse 52 |
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 |
25’904 active, 9’640 retired |
| Assets |
8'912 million |
| Performance |
-2.40% |
| Funded Ratio |
95.05% |
Senior Contacts
|
Director |
Benedikt Häfliger |
| Asset Management |
Markus Näf |
Assets Breakdown (31.12.2018)
| Assets |
Allocation |
Returns |
|
|
|
| Liquidity |
15.20% |
|
| Bonds CHF |
26.20% |
|
| Bonds non-CHF |
6.80% |
|
| Mortgages |
1.90% |
|
| Equity Domestic |
12.80% |
|
| Equity Foreign |
17.60% |
|
| Real Estate Funds |
2.40% |
|
| Real Estate Direct |
12.10% |
|
| Alternative Investments |
5.00% |
|
|
|
|
|
|
100% |
-2.40% |
Assets Breakdown (31.12.2017)
| Assets |
Allocation |
Returns |
|
|
|
| Liquidity |
13.70% |
|
| Bonds CHF |
24.20% |
|
| Bonds non-CHF |
8.10% |
|
| Mortgages |
1.90% |
|
| Equity Domestic |
15.70% |
|
| Equity Foreign |
19.90% |
|
| Real Estate Funds |
2.00% |
|
| Real Estate Direct |
11.30% |
|
| Alternative Investments |
3.20% |
|
|
|
|
|
|
100% |
7.60% |
Assets Breakdown (31.12.2016)
| Assets |
Allocation |
Returns |
|
|
|
| Liquidity |
15.90% |
|
| Bonds CHF |
24.10% |
|
| Bonds non-CHF |
8.40% |
|
| Mortgages |
1.90% |
|
| Equity Domestic |
14.50% |
|
| Equity Foreign |
18.90% |
|
| Real Estate Funds |
2.00% |
|
| Real Estate Direct |
11.40% |
|
| Alternative Investments |
2.90% |
|
|
|
|
|
|
100% |
3.30% |
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, Zurich; PineBridge, New York |
| Equity |
Panagora, Boston; LSV, Chicago; Credit Suisse, Zurich; Goldman Sachs, London |
| Custodians |
Credit Suisse (Schweiz); Banque Pictet & Cie; St Galler Kantonalbank; UBS |
|
9001 St. Gallen
27.12.2011
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For institutional investors only
For institutional investors only
Pension Funds Switzerland 2017
For institutional investors only
For institutional investors only
For institutional investors only
pdf Version
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