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Hotela Fonds de prévoyance de la SSH

1'918 million, -4.60%, 99.30%

Case postale 1251

Rue de la Gare 18
1820 Montreux
+41 21 962 4949

Facts and Figures

Foundation 1962
Assets 1'918 million
Performance -4.60%
Funded Ratio 99.30%

Senior Contacts

Director Michael Bolt
Asset Management & Real Estate Patrick Métral

Assets Breakdown (31.12.2018)

Assets Allocation Returns
Liquidity   1.10%  
Bonds CHF 10.00%  
Bonds non-CHF 23.00%  
Equity 26.10%  
Real Estate 22.70%  
Alternative Investments 16.90%  
  100%  -4.60%

Assets Breakdown (31.12.2017)

Assets Allocation Returns
Liquidity   0.80%  
Bonds CHF 10.00%  
Bonds non-CHF 22.70%  
Equity 28.90%  
Real Estate 20.20%  
Alternative Investments 17.40%  
  100%  7.00%

Assets Breakdown (31.12.2016)

Assets Allocation Returns
Liquidity   1.50%  
Bonds CHF 12.10%  
Bonds non-CHF 22.00%  
Equity 26.90%  
Real Estate 20.50%  
Alternative Investments 17.00%  
  100%  4.30%

Assets Breakdown (31.12.2015)

Assets Allocation Returns
Liquidity   1.10%  
Bonds CHF 13.30%  
Bonds non-CHF 22.90%  
Equity 25.30%  
Real Estate 21.20%  
Alternative Investments 16.20%  
  100% -0.47%

Assets Breakdown (31.12.2009)

Assets Allocation Returns
Liquidity 27.00% 0.30%
Bonds CHF 22.00% 6.20%
Bonds non-CHF 25.00% 3.70%
Equity 11.00% 29.20%
Real Estate 10.00% 15.90%
Commodities 5.00% 6.10%
  100% 9.10%

Assets Breakdown (31.12.2008)

Assets Allocation Returns
Liquidity 18.00% 2.70%
Bonds CHF 23.00% 6.80%
Bonds non-CHF 25.00% -1.90%
Equity 20.00% -48.50%
Real Estate 8.00% -11.60%
Hedge Funds 1.00% -20.80%
Commodities 5.00% 2.70%
  100% -15.80%