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Pensionskasse Novartis

12'814 million, -3.21%, 108.50%

Postfach
Kirschgartenstrasse 14
4002 Basel

Facts and Figures

Foundation 1972
Membership 12’530 active, 15’501 retired
Assets 12’814 million
Performance -3.21%
Funded Ratio 108.50%

Senior Contacts

Director Dr. Markus Moser
Deputy Director Marco Armellini

Assets Breakdown (31.12.2018)

Assets Allocation Returns
Liquidity   3.00%  
Bonds 29.00%  
Mortgages  1.00%  
Equity 25.00%  
Real Estate 23.00%  
Hedge Funds / Private Equity 13.00%  
Infrastructure Investments  3.00%  
Commodities  3.00%  
  100%  -3.21%

Assets Breakdown (31.12.2017)

Assets Allocation Returns
Liquidity   4.00%  
Bonds 29.00%  
Mortgages  1.00%  
Equity 27.00%  
Real Estate 21.00%  
Hedge Funds / Private Equity 12.00%  
Infrastructure Investments  3.00%  
Commodities  3.00%  
  100%  7.66%

Assets Breakdown (31.12.2016)

Assets Allocation Returns
Liquidity  3.00%  
Bonds 29.00%  
Mortgages  1.00%  
Equity 27.00%  
Real Estate 21.00%  
Alternative Investments 11.00%  
Infrastructure Investments  3.00%  
Commodities  5.00%  
  100%  2.97%

Assets Breakdown (31.12.2015)

Assets Allocation Returns
Liquidity  3.00%  
Bonds 29.00%  
Mortgages  1.00%  
Equity 30.00%  
Real Estate 19.00%  
Alternative Investments 10.00%  
Infrastructure Investments  3.00%  
Commodities  5.00%  
  100%  0.32%

Assets Breakdown (31.12.2014)

Assets Allocation Returns
Liquidity  5.00%  
Bonds 29.00%  
Mortgages  1.00%  
Equity 32.00%  
Real Estate 18.00%  
Alternative Investments  9.00%  
Infrastructure Investments  2.00%  
Commodities  4.00%  
  100%  9.25%

Assets Breakdown (31.12.2009)

Assets Allocation Returns
Liquidity 4.00%  
Bonds 50.00%  
Mortgages 2.00%  
Equity 24.00%  
Real Estate 15.00%  
Alternatives 4.00%  
Infrastructure 1.00%  
  100% 9.93%

Assets Breakdown (31.12.2008)

Assets Allocation Returns
Liquidity 5.00%  
Bonds 50.00%  
Mortgages 2.00%  
Equity 21.00%  
Real Estate 12.00%  
Alternative Investments 8.00%  
Infrastructure Investments 1.00%  
Others 1.00%  
  100% -7.97%