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MPK Migros-Pensionskasse

23'999 million, -1.90%, 114.20%

Postfach
Wiesenstrasse 15
8952 Schlieren
+41 44 436 8111

Facts and Figures

Foundation 1943
Membership 52’723 active, 28’565 retired
Assets 23'999 million
Performance -1.90%
Funded Ratio 114.20%

Senior Contacts

Director Christoph Ryter
Head Asset Management (CIO) Adrian Ryser

Assets Breakdown (31.12.2018)

Assets

Allocation

Returns
     

Liquidity

 2.60%  0.00%
Loans   6.70%   1.20% 

Bonds CHF Sovereign

 0.40%  0.70%
Bonds CHF Domestic ex-Sovereign  2.40%   0.30% 
Bonds CHF Foreign  1.60% -0.60%
Bonds non-CHF Sovereign  2.80% -1.90%
Bonds non-CHF Corporate 12.10% -3.60%
Bonds Satellites  10.50%  -3.50% 
Equity Domestic  7.50% -8.90%
Equity Foreign 16.40% -9.40%
Equity Satellites   4.50%  -7.20% 
Real Estate Domestic  23.30%  5.20%
Real Estate Satellites   9.20%  5.70%
     
  100% -1.90%

Assets Breakdown (31.12.2017)

Assets

Allocation

Returns
     

Liquidity

 2.20%  0.00%
Loans   5.80%   1.50% 

Bonds CHF Sovereign

 0.40%  0.00%
Bonds CHF Domestic ex-Sovereign  2.60%   0.60% 
Bonds CHF Foreign  1.40%  0.40%
Bonds non-CHF Sovereign  3.00%  1.20%
Bonds non-CHF Corporate 12.10%  3.00%
Bonds Satellites   9.90%   6.90% 
Equity Domestic  8.10% 20.40%
Equity Foreign 19.30% 19.80%
Equity Satellites   5.20%  13.50% 
Real Estate Domestic  22.10%  5.80%
Real Estate Satellites   8.00%  7.30%
     
  100%  9.00%

Assets Breakdown (31.12.2016)

Assets

Allocation

Returns
     

Liquidity

 2.20%  0.10%
Loans   4.70%   2.30% 

Bonds CHF Sovereign

 0.40%  1.70%
Bonds CHF Domestic ex-Sovereign  3.30%   1.40% 
Bonds CHF Foreign  1.80%  1.40%
Bonds non-CHF Sovereign  3.10%  0.10%
Bonds non-CHF Corporate 11.80%  3.70%
Bonds Satellites   9.40%   7.20% 
Equity Domestic  8.20% -0.80%
Equity Foreign 18.40%  8.80%
Equity Satellites  5.20%   8.30% 
Real Estate Domestic 24.30%  7.00%
Real Estate Satellites  7.30%  6.30%
     
  100%  5.30%

Assets Breakdown (31.12.2015)

Assets

Allocation

Returns
     

Liquidity

 2.60%  0.10%
Loans   4.10%   2.70% 

Bonds CHF Sovereign

 0.70%  3.70%
Bonds CHF Domestic ex-Sovereign  3.90%   1.60% 
Bonds CHF Foreign  2.40%  1.40%
Bonds non-CHF Sovereign  4.40% -5.90%
Bonds non-CHF Corporate 11.80% -3.90%
Bonds Satellites   8.00%  -0.20% 
Equity Domestic  9.00%  2.80%
Equity Foreign 17.50% -2.00%
Equity Satellites  4.90%  -0.80% 
Real Estate Domestic 24.20%  7.20%
Real Estate Satellites  6.60%  9.50%
     
  100%  1.60%

Assets Breakdown (31.12.2014)

Assets

Allocation

Returns
     

Liquidity

1.50%  0.20%
Loans   4.00%   2.90% 

Bonds CHF Sovereign

 3.10%  8.80%
Bonds CHF Domestic ex-Sovereign  5.10%   7.20% 
Bonds CHF Foreign  4.50%  4.10%
Bonds non-CHF Sovereign  4.80%  6.00%
Bonds non-CHF Corporate 11.50%  7.60%
Bonds Satellites   6.90%   5.30% 
Equity Domestic  8.80% 12.40%
Equity Foreign 17.60%  9.50%
Equity Satellites  4.80%   8.60% 
Real Estate Domestic 23.10%  5.10%
Real Estate Satellites  4.30%  8.30%
     
  100%  7.00%