Investment Office Logo

Sulzer Vorsorgeeinrichtung

3'744 million, -1.40%, 109.60%

PO Box 414
Z├╝rcherstrasse 12
8401 Winterthur
+41 52 262 3646

Facts and Figures

Foundation 1921
Membership 6’110 active, 6’547 retired
Assets 3'744 million
Performance -1.40%
Funded Ratio 109.60%

Senior Contacts

Director Peter Strassmann
Asset Management Thomas Rohrer
Portfolio Manager Werner Minder

Assets Breakdown (31.12.2018)

Assets Allocation  Returns
Liquidity   3.40%  
Bonds CHF 19.70%  
Bonds non-CHF 14.90%  
Equity Domestic  6.30%  
Equity Foreign 14.50%  
Real Estate 29.50%  
Alternative Investments 14.50%  
  100%  -1.40%

Assets Breakdown (31.12.2017)

Assets Allocation  Returns
Liquidity   7.20%  
Bonds CHF 21.50%  
Bonds non-CHF 13.70%  
Equity Domestic  6.70%  
Equity Foreign 15.60%  
Real Estate 25.10%  
Alternative Investments 10.20%  
  100%   6.00%

Assets Breakdown (31.12.2016)

Assets Allocation  Returns
Liquidity 11.10%  -0.40%
Bonds CHF 19.80%   0.96%
Bonds non-CHF 13.20%   0.92%
Loans  3.30%   1.49%
Equity Domestic  7.30%   2.75%
Equity Foreign 15.30%  15.68%
Real Estate Direct 22.60%   4.19%
Real Estate Funds  1.90%   6.59%
Alternative Investments  5.90%  10.49%
Currency Management  -0.40%   -0.06%
  100%   4.50%

Assets Breakdown (31.12.2015)

Assets Allocation  Returns
Liquidity  7.50%  -0.12%
Bonds CHF 22.90%   1.51%
Bonds non-CHF 14.40%  -4.00%
Loans  3.10%   1.51%
Equity Domestic  6.40%   4.02%
Equity Foreign 15.30%  -3.33%
Real Estate Direct 22.10%   5.34%
Real Estate Funds  1.90%   5.93%
Alternative Investments  5.20% -10.82%
Currency Management  -0.30%   
  100%   0.50%

Assets Breakdown (31.12.2014)

Assets Allocation  Returns
Liquidity  9.50%  0.28%
Bonds CHF 24.50%  5.63%
Bonds non-CHF 15.10%  8.96%
Loans  2.90% 1.60%
Equity Domestic  6.40%  9.29%
Equity Foreign 15.30% 16.62%
Real Estate Direct 20.90%  5.20%
Real Estate Funds  1.40%  6.24%
Alternative Investments  4.70%  5.82%
Currency Management   0.50%   
  100%  5.74%

Assets Breakdown

Assets Allocation Returns
Liquidity 4.50%  0.03%
Bonds CHF 27.00% -0.20%
Bonds non-CHF 14.70% -2.32%
Loans  2.90% 1.81%
Equity Domestic  6.80% 28.33%
Equity Foreign 16.00% 21.45%
Real Estate Direct 20.80%  5.67%
Real Estate Funds  2.20%  0.03%
Alternative Investments  4.60% -0.05%
Currency Management   0.50%   
  100%  5.88%

Assets Breakdown (31.12.2009)

Assets Allocation Returns
Liquidity 5.00% 0.74%
Bonds CHF 27.00% 9.10%
Bonds non-CHF 15.00% 6.08%
Loans 4.00% 2.62%
Equity Domestic 8.00% 23.93%
Equity Foreign 15.00% 28.01%
Real Estate Total 22.00%  
Real Estate Direct   7.08%
Real Estate Funds   15.86%
Alternative Investments 4.00% 8.19%
  100% 11.85%