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PTV Pensionskasse der Technischen Verbände SIA STV BSA

2'943 million, -3.60%, 105.80%

Postfach 1023

3000 Bern
+41 31 380 7960

Facts and Figures

Membership 13'647 active, 2'301 retired
Assets 2'943 million
Performance -3.60%
Funded Ratio 105.80%

Senior Contacts

Director

Deputy Director

Gertrud Stoller-Laternser

Christen Beat

Assets Breakdown (31.12.2018)

Assets

Allocation

Returns
     
Liquidity   2.00%  
Bonds CHF 28.60%  
Bonds non-CHF 13.00%  
Equity Domestic  6.60%  
Equity Foreign 22.50%  
Real Estate Domestic 22.20%  
Real Estate Foreign  3.00%  
Insurance Linked Securities  2.00%  
     
  100%  -3.60%

Assets Breakdown (31.12.2017)

Assets

Allocation

Returns
     
Liquidity   1.10%  
Bonds CHF 28.70%  
Bonds non-CHF 12.90%  
Equity Domestic  7.00%  
Equity Foreign 24.90%  
Real Estate 23.50%  
Alternative Investments  1.80%  
     
  100%  7.29%

Assets Breakdown (31.12.2016)

Assets

Allocation

Returns
     
Liquidity   0.70%  
Bonds CHF 32.30%  
Bonds non-CHF 13.30%  
Equity Domestic  6.40%  
Equity Foreign 21.80%  
Real Estate 22.90%  
Alternative Investments  2.60%  
     
  100%  3.71%

Assets Breakdown (31.12.2015)

Assets

Allocation

Returns
     
Liquidity   0.80%  
Bonds CHF 34.20%  
Bonds non-CHF 13.60%  
Equity Domestic  7.00%  
Equity Foreign 21.00%  
Real Estate Domestic 19.20%  
Real Estate Foreign  2.10%  
Alternative Investments  1.20%  
Commodities  1.00%  
     
  100%  0.33%

Investment Advisors

Bonds CHF

BEKB; Syz Asset Management

Bonds non-CHF

Zürcher KB; BlackRock

Equity Domestic Credit Suisse
Equity Foreign UBS
Real Estate

Maerki Baumann; UBS

Insurance-Linked

Strategies

LGT Capital Partners

Global Custody

Pictet