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Pensionskasse SBB

17'167 million, -2.00%, 101.10%

Zieglerstrasse 29
3009 Bern 65
+41 31 555 1811

Facts and Figures

Foundation 1999
Membership 28’433 active, 25’186 retired
Assets 17'167 million
Performance -2.00%
Funded Ratio 101.10%

Senior Contacts

Director Markus Hübscher
Head Asset Management Dominik Irniger
Deputy Head Daniel Hutter

Assets Breakdown (31.12.2018)

Assets Allocation  Returns
Liquidity   2.40%  
Bonds CHF 28.60%  
Bonds non-CHF 19.70%  
Loan SBB  7.30%  
Mortgages  9.00%   
Equity Domestic  4.30%  
Equity Foreign 10.90%  
Real Estate Funds Domestic  9.70%  
Real Estate Funds Foreign  1.50%  
Alternative Investments  6.40%  
Currency Hedge  0.20%  
  100% -2.00%

Assets Breakdown (31.12.2017) 

Assets Allocation Returns
Liquidity   2.70%  
Bonds CHF & Mortgages 35.70%  
Bonds non-CHF 19.60%  
Loan SBB  7.50%  
Equity Domestic  4.90%  
Equity Foreign 12.00%  
Real Estate Funds Domestic  9.40%  
Real Estate Funds Foreign  1.60%  
Alternative Investments  6.50%  
Currency Hedge  0.10%  
  100%  5.40%

Assets Breakdown (31.12.2016) 

Assets Allocation Returns
Liquidity  5.60%  -0.20%
Bonds CHF & Mortgages 34.70%  
Bonds non-CHF 17.90%   7.40%
Loan SBB  8.20%   4.00%
Mortgages     1.40%
Equity Domestic  4.50%  -0.70%
Equity Foreign 12.10%  
Real Estate Funds Domestic  9.20%   6.00%
Real Estate Funds Foreign  1.70%   6.40%
Alternative Investments  6.70%   4.00%
Currency Hedge -0.60%  -0.60%
  100%  3.40%

Assets Breakdown (31.12.2015)

Assets Allocation Returns
Liquidity  3.40%   1.16%
Bonds CHF & Mortgages 35.20%   1.86%
Bonds non-CHF 11.80%  -5.75%
Loan SBB  9.10%   4.00%
Equity Domestic  6.80%   3.28%
Equity Foreign 16.00%  
Real Estate Funds Domestic  9.10%   5.37%
Real Estate Funds Foreign  1.70%   0.54%
Alternative Investments  7.10%   7.29%
Currency Hedge -0.20%   0.16%
  100%  1.47%

Assets Breakdown (31.12.2014)

Assets Allocation  Returns
Liquidity  3.20%   0.45%
Bonds CHF & Mortgages 44.40%   6.80%
Bonds non-CHF 11.80%  10.11%
Loan SBB  9.50%   4.00%
Equity Domestic  7.90%  12.57%
Equity Foreign 18.60%  
Real Estate Funds Domestic  7.30%  13.01%
Real Estate Funds Foreign  1.70%  29.04%
Alternative Investments  7.10%  15.71%
Currency Hedge -0.50%  -1.47%
  100%  8.36%

Assets Breakdown (31.12.2013)

Assets Allocation Returns
Liquidity  5.50%  
Bonds CHF 27.20%  
Bonds non-CHF  8.20%  
Loan SBB 10.60%  
Mortgages  6.90%  
Equity Domestic  8.20%  
Equity Foreign 19.30%  
Real Estate Funds Domestic 6.80%  
Real Estate Funds Foreign 1.40%  
Alternative Investments 5.90%  
  100%  5.70%

Assets Breakdown (31.12.2009)

Assets Allocation Returns
Liquidity 4.60% 0.03%
Bonds CHF 29.60% 5.78%
Bonds EUR 5.60% 5.54%
Bonds non CHF/EUR 6.30% 0.11%
Loan SBB 10.10% 4.00%
Mortgages 5.20% 2.76%
Equity Domestic 7.70% 23.20%
Equity Foreign 16.20%  
Real Estate Funds Domestic 5.60% 17.50%
Real Estate Funds Foreign 3.10% 30.59%
Alternatives 6.00%  
Private Equity   -11.00%
Hedge Funds   0.24%
Commodities   15.24%
Infrastructure   -10.37%
  100% 10.40%