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PAT BVG

6'427 million, -3.19%, 103.00%

Kapellenstrasse 5
3011 Bern
+41 31 330 2266

Facts and Figures

Foundation 1984
Membership 24’157 active, 2’701 retired
Assets 6’427 million
Performance -3.19%
Funded Ratio 103.00%

Senior Contacts

Director
Asset Management
Adrian Brupacher

Jürg Rauber

Assets Breakdown (31.12.2018)

Assets Allocation  Returns
Liquidity   4.20%  
Bonds CHF   6.70%  
Bonds non-CHF 15.60%  
Mortgages, Loans   2.00%  
Equity Domestic   9.80%  
Equity Foreign 22.00%  
Real Estate Domestic 19.30%  
Real Estate Foreign   3.70%  
Other Alternative Investments   7.40%  
Commodities   3.20%  
Private Equity   3.70%  
Others   2.30%  
  100%  -3.19%

Assets Breakdown (31.12.2017)

Assets Allocation  Returns
Liquidity   3.60%  
Bonds CHF   6.80%  
Bonds non-CHF 15.30%  
Mortgages, Loans   2.10%  
Equity Domestic 11.40%  
Equity Foreign 23.70%  
Real Estate Domestic 21.30%  
Real Estate Foreign   2.30%  
Other Alternative Investments   6.30%  
Commodities   3.50%  
Private Equity   3.10%  
Others   1.00%  
  100%    9.10%

Assets Breakdown (31.12.2016)

Assets Allocation  Returns
Liquidity   3.00%  
Bonds CHF  7.90%  
Bonds non-CHF 14.80%  
Mortgages, Loans   0.50%  
Equity Domestic 11.70%  
Equity Foreign 23.70%  
Real Estate Domestic 21.30%  
Real Estate Foreign   2.30%  
Other Alternative Investments   6.40%  
Commodities   4.00%  
Private Equity   2.80%  
Others   1.50%  
  100%    5.10%

Assets Breakdown (31.12.2015)

Assets Allocation  Returns
Liquidity   6.00%  
Bonds CHF 11.10%  
Bonds non-CHF 15.50%  
Mortgages, Loans   0.70%  
Equity Domestic  9.20%  
Equity Foreign 20.70%  
Real Estate Domestic 21.40%  
Real Estate Foreign   1.70%  
Other Alternative Investments   5.70%  
Commodities   3.00%  
Private Equity   2.80%  
Others  2.20%  
  100%    1.93%

Assets Breakdown (31.12.2014)

Assets Allocation  Returns
Liquidity  7.80%  
Bonds CHF 12.00%  
Bonds non-CHF 20.20%  
Mortgages, Loans  1.10%  
Equity Domestic  9.00%  
Equity Foreign 17.30%  
Real Estate Domestic 21.40%  
Real Estate Foreign  2.20%  
Hedge Funds  0.70%  
Commodities  4.00%  
Private Equity  2.60%  
Others  1.70%  
  100%  5.86%

 Assets Breakdown (31.12.2013)

Assets Allocation Returns
Liquidity 13.80%  
Bonds CHF 13.60%  
Bonds non-CHF 11.70%  
Mortgages  1.60%  
Equity Domestic 15.20%  
Equity Foreign 11.40%  
Real Estate Domestic 20.40%  
Real Estate Foreign  2.70%  
Hedge Funds  0.80%  
Commodities 4.90%  
Private Equity 2.00%  
Others 1.90%  
  100%  5.86%

Assets Breakdown (31.12.2009)

Assets Allocation Returns
Liquidity 18.90%  
Bonds CHF 18.00%  
Bonds non-CHF 8.40%  
Mortgages 1.50%  
Equity Domestic 13.90%  
Equity Foreign 9.10%  
Real Estate Domestic 15.80%  
Real Estate Foreign 1.00%  
Hedge Funds 5.80%  
Commodities 4.60%  
Private Equity 0.30%  
Others 2.70%  
  100% 11.10%

Assets Breakdown (31.12.2008)

Assets Allocation Returns
Liquidity 16.10% 1.80%
Bonds CHF 23.30% 5.60%
Bonds non-CHF 9.20% -5.30%
Mortgages 2.20% 4.00%
Equity Domestic 8.20% -34.90%
Equity Foreign 12.20% -43.90%
Real Estate Domestic 15.80% 1.20%
Alternative Investments 13.00% -24.60%
  100% -13.30%