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Sammelstiftung Vita Vita Joint Foundation

Sammelstiftung Vita Vita Joint Foundation

14'022 million, -3.08%, 100.00%

Hagenholzstrasse 60
8050 Z├╝rich

Facts and Figures

Foundation 2003
Membership 129'470 active, 13'568 retired
Assets 14'022 million
Performance -3.08%
Funded Ratio 100.00%

Senior Contacts

Chairman of the Foundation
Boardof Vita Joint Foundation
Peter E. Naegeli
Chief Executive Officer Dr. Werner Wüthrich

Asset Allocation and Returns (31.12.2018)

 Assets  Allocation   Returns 
     
Liquidity  3.76%  
Bonds Domestic  5.11%  
Bonds Foreign 26.75%  
Equity Domestic  5.61%  
Equity Foreign 20.88%  
Real Estate Domestic  8.49%  
Real Estate Foreign  4.88%  
Alternative Investments 18.12%  
Direct Investments - mortgages  6.42%  
Currency overlay -0.02%  
   100% -3.08%

Asset Allocation and Returns (31.12.2017)

 Assets  Allocation   Returns 
     
Liquidity  2.15%  
Bonds Domestic  5.32%  
Bonds Foreign 28.39%  
Equity Domestic  5.90%  
Equity Foreign 20.92%  
Real Estate Domestic  7.79%  
Real Estate Foreign  3.73%  
Alternative Investments 19.25%  
Direct Investments - mortgages  6.51%  
Currency overlay  0.04%  
   100%  6.76%

Asset Allocation and Returns

 

 2016

 2015

 Assets  Allocation   Returns 

Allocation

 Returns
         
Liquidity  1.58%    2.84%  
Bonds Domestic  7.39%    7.35%  
Bonds Foreign 28.03%   26.44%  
Equity Domestic  6.12%   6.22%  
Equity Foreign 20.18%   20.69%  
Real Estate Domestic  7.40%    7.59%  
Real Estate Foreign  3.11%    3.31%  
Alternative Investments 19.61%   18.82%  
Direct Investments - mortgages  6.59%    6.72%  
Currency overlay -0.02%    0.03%  
   100%  3.75% 100%  1.23%