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Complan

10'535 million, -3.07%, 103.10%

Stadtbachstrasse 36
3012 Bern
+41 58 221 7273

Facts and Figures

Foundation 1998
Membership 18’211 active, 8'448 retired
Assets 10'535 million
Performance -3.07%
Funded Ratio 103.10%

Senior Contacts

Director Urs Schaffner
Asset Management Roman Denkinger

Assets Breakdown (31.12.2018)

Assets

Allocation

 Returns
     

Liquidity

 0.30%  -0.16%

Bonds Sovereign CH

 5.30%   0.70%
Bonds Corporate CH  6.10%  -0.36%
Bonds Sovereign non-CH  7.20%  -0.29%
Bonds Corporate non-CH 10.20%   -4.12%
Bonds Sovereign Emerging Markets  8.20%   -8.30%
Private Debt / Loans  6.30%   2.30%
Equity Domestic  5.40%  -8.77%
Equity Developed Markets 11.20%  -9.61%
Equity Emerging Markets  7.00% 10.03%
Real Estate Domestic 13.10%  -1.98%
Real Estate Foreign  6.20%   2.26%
Private Markets  9.60%   9.29%
Commodities  3.90%  -8.00%
     
  100%  -3.07%

Assets Breakdown (31.12.2017)

Assets

Allocation

 Returns
     

Liquidity

 0.60%  -0.60%

Bonds Sovereign CH

 5.30%  -0.44%
Bonds Corporate CH  5.80%   0.71%
Bonds Sovereign non-CH  7.40%   0.05%
Bonds Corporate non-CH 10.00%    4.09%
Bonds Sovereign Emerging Markets  7.40%    9.74%
Private Debt / Loans  6.20%   3.58%
Equity Domestic  5.40%  20.16%
Equity Developed Markets 13.20%  17.65%
Equity Emerging Markets  8.40%  26.21%
Real Estate Domestic 11.70%   5.85%
Real Estate Foreign  6.20%   5.05%
Private Markets  8.40%  18.45%
Commodities  4.00%   5.97%
     
  100%   9.33%

Assets Breakdown (31.12.2016)

Assets

Allocation

 Returns
     

Liquidity

 1.30%  -0.11%

Bonds Sovereign CH

 6.90%   0.21%
Bonds Corporate CH  6.00%   1.05%
Bonds Sovereign non-CH  8.40%   1.95%
Bonds Corporate non-CH  9.20%    5.13%
Bonds Sovereign Emerging Markets  7.20%   10.02%
Private Debt / Loans  6.20%   3.55%
Equity Domestic  5.20%  -1.48%
Equity Developed Markets 13.30%   8.87%
Equity Emerging Markets  8.40%   6.30%
Real Estate Domestic 12.10%   6.38%
Real Estate Foreign  4.90%   4.79%
Private Markets  7.00%   8.82%
Commodities  3.90%   8.64%
     
  100%   5.11%

Assets Breakdown (31.12.2015)

Assets

Allocation

 Returns
     

Liquidity

 3.60%  -0.75%

Bonds Sovereign CH

 9.60%   1.69%
Bonds Corporate CH  7.80%   1.12%
Bonds Sovereign non-CH 10.10%   0.22%
Bonds Corporate non-CH  9.00%   -1.65%
Bonds Sovereign Emerging Markets  6.50%   -2.42%
Private Debt / Loans  4.90%   2.92%
Equity Domestic  4.80%   2.62%
Equity Developed Markets 11.00%  -0.26%
Equity Emerging Markets  7.40% -12.39%
Real Estate Domestic 11.80%   4.72%
Real Estate Foreign  3.70%   0.11%
Private Markets  6.10%  12.12%
Commodities  3.70% -19.06%
     
  100%   -0.58%

Assets Breakdown (31.12.2014)

Assets

Allocation

 Returns
     

Liquidity

 1.40%  0.13%

Bonds Sovereign CH

13.00%  2.66%
Bonds Corporate CH  8.70%  6.41%
Bonds Sovereign non-CH 10.90%  8.04%
Bonds Corporate non-CH  7.90%   6.74%
Bonds Sovereign Emerging Markets  6.60%   5.44%
Private Debt / Loans  1.00% -0.22%
Equity Domestic  6.20% 12.20%
Equity Developed Markets 12.80%  8.43%
Equity Emerging Markets  8.10%  3.72%
Real Estate Domestic 10.50% 13.28%
Real Estate Foreign  4.10% 20.76%
Private Markets  5.00% 11.20%
Commodities  3.80% -10.27%
     
  100%   6.96%