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PKE Pensionskasse Energie

Freigutstrasse 16
8027 Z├╝rich
+41 44 287 9292

Facts and Figures (31.12.2018) > Beitragsprimat

Foundation 1922
Membership 15’762 active, 8’873 retired
Assets 9’593 million
Performance -3.50%
Funded Ratio 104.0%

Senior Contacts

Director Ronald Schnurrenberger
Head Asset Management Rolf Ehrensberger

Assets Breakdown (all figures as of 31.12.2018)

Assets Allocation Returns
Liquidity   0.30%  
Bonds CHF   8.60%  
Bonds non-CHF 15.20%  
Mortgages   6.00%  
Equity 37.70%  
Real Estate 20.80%  
Alternative Investments 11.40%  
  100%  -3.50%

Assets Breakdown (all figures as of 31.03.2017)

Assets Allocation Returns
Liquidity   1.00%  
Bonds CHF   7.90%  
Bonds non-CHF 14.30%  
Mortgages   5.60%  
Equity 41.90%  
Real Estate 19.40%  
Alternative Investments   9.90%  
  100%  9.60%

Assets Breakdown (all figures as of 31.03.2016)

Assets Allocation Returns
Liquidity   0.10%  
Bonds CHF   8.70%  
Bonds non-CHF 14.70%  
Mortgages   5.60%  
Equity 41.00%  
Real Estate 20.10%  
Alternative Investments   9.80%  
  100%  7.34%

Assets Breakdown (all figures as of 31.03.2015)

Assets Allocation Returns
Liquidity   0.40%  
Bonds CHF 10.10%  
Bonds non-CHF 15.10%  
Mortgages   5.90%  
Equity 38.70%  
Real Estate 20.50%  
Alternative Investments   9.30%  
  100% -0.20%

Assets Breakdown (all figures as of 31.03.2010)

Assets Allocation Returns
Liquidity 5.70%  
Bonds CHF 15.80%  
Bonds non-CHF 12.60%  
Mortgages 6.20%  
Equity 41.10%  
Real Estate 16.50%  
Alternative Investments 2.10%  
  100% 22.72%

Assets Breakdown (all figures as of 31.03.2009)

Assets Allocation Returns
Liquidity 3.90%  
Bonds CHF 16.90%  
Bonds non-CHF 14.70%  
Mortgages 9.10%  
Equity 33.90%  
Real Estate 19.00%  
Alternative Investments 2.50%  
  100% -15.84%