Investment Office Logo

Pensionskasse Post

16'202 million, -1.91%, 101.90%

Postfach 528
Viktoriastrasse 72
+41 31 338 5666

Facts and Figures

Category Public Pension Fund
Foundation 1906
Membership 40’231 active, 30’017 retired
Assets 16’932 million
Performance -1.91%
Funded Ratio 101.90%

Senior Contacts

Director Françoise Bruderer
Head Asset Management Thomas  Inderwildi
Deputy Asset Management Andres Haueter

Assets Breakdown (31.12.2018)

Assets Allocation Returns
Liquidity   7.80%  
Bonds CHF 33.50%    0.60%
Bonds non-CHF 11.60%    0.60%
Equity Domestic  6.90% -10.10%
Equity Foreign 16.50%   -8.50%
Real Estate 12.60%    4.80%
Alternative Investments 11.10%   -0.80%
  100%  -1.91%

Assets Breakdown (31.12.2017)

Assets Allocation Returns
Liquidity  6.20%  
Bonds CHF 31.60%   0.20%
Bonds non-CHF 11.10%   2.00%
Equity Domestic  7.70%  21.60%
Equity Foreign 21.60%  17.40%
Real Estate 10.90%   5.60%
Alternative Investments 10.90%   4.30%
  100%  6.09%

Assets Breakdown (31.12.2016)

Assets Allocation Returns
Liquidity   4.80%  
Bonds CHF 33.00%   1.20%
Bonds non-CHF 11.60%  2.40%
Equity Domestic  7.70%  -0.30%
Equity Foreign 20.70%   7.90%
Real Estate 10.90%   6.00%
Alternative Investments 10.20%   7.10%
  100%  3.15%

Assets Breakdown (31.12.2015)

Assets Allocation Returns
Liquidity  5.50%  
Bonds CHF 34.80%   1.90%
Bonds non-CHF 11.60%  -2.30%
Equity Domestic  7.80%   3.50%
Equity Foreign 19.80%  -2.90%
Real Estate 10.10%   7.80%
Alternative Investments 10.40%  -5.70%
  100%  0.21%

Assets Breakdown (31.12.2014)

Assets Allocation Returns
Liquidity  5.10%  
Bonds CHF 36.10%   7.30%
Bonds non-CHF 11.30%   9.50%
Equity Domestic  7.80% 12.90%
Equity Foreign 21.10% 12.90%
Real Estate  9.30%   6.20%
Alternative Investments  9.80%   7.00%
  100%  6.76%

Assets Breakdown (31.12.2013)

Assets Allocation Returns
Liquidity  6.20%  
Bonds CHF 36.30% -1.90%
Bonds non-CHF 10.90% -1.70%
Equity Domestic  7.70% 24.40%
Equity Foreign 22.20% 21.40%
Real Estate  9.10%  6.00%
Alternative Investments  7.60% -10.60%
  100%  5.36%

Assets Breakdown (31.12.2009)

Assets Allocation Returns
Liquidity 8.30%  
Bonds Total 53.80%  
Bonds CHF 42.20% 5.60%
Bonds non-CHF 11.60% 3.50%
Equity Total 22.80%  
Equity Domestic 6.00% 22.60%
Equity Foreign 16.80% -27.60%
Real Estate Total 6.80% 5.40%
Real Estate Domestic    
Real Estate Foreign    
Alternative Investments 8.30% 8.20%
  100% 9.43%

Assets Breakdown (31.12.2008)

Assets Allocation Returns
Liquidity 6.50%  
Bonds Total 54.80%  
Bonds CHF   4.30%
Bonds non-CHF   2.80%
Equity Total 20.00%  
Equity Domestic   -33.40%
Equity Foreign   -43.80%
Real Estate Total 10.40%  
Real Estate Domestic   4.80%
Real Estate Foreign   -37.20%
Alternative Investments 8.30% -19.80%
  100% -13.62%

Investment Advisors

Liquidity Bank Syz & Co AG; UBS AM
Bonds Domestic Internal
Bonds Foreign Credit Suisse AM; Pimco; Internal
Equity Domestic PostFinance; Internal; St. Galler KB / Finreon AG
Equity Foreign Credit Suisse AM; Credit Suisse AM / Finreon AG; State Street Global Adv.; Ethos Services; Fundo; Bank J. Safra Sarasin; TOBAM AG, Paris (global active); Nordea IM; Internal; OLZ & Partners ALM AG; Quoniam AM
Hedge Funds Vontobel AM; Goldman Sachs Hedge Funds Strategies
Commodities Gresham Investment Management; Picard Angst AM
Infrastructure IST; UBS Investment Foundation for Alternative Investments; UBS Clean Energy Infrastructure Switzerland; Fontavis, Renewable Infrastructure Fund Europe
Global Custody UBS AG, Zürich