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Aargauische Pensionskasse (APK)

10'638 million, -2.14%, 99.40%
Postfach
Hintere Bahnhofstrasse 8
5001 Aarau
+41 62 838 9131

Facts and Figures

Description Pension Fund of the Canton of Aarau
Category Public Pension Fund
Foundation 1908
Membership 31’953 active, 11’911 retired
Assets 10'638 million
Performance -2.14%
Funded Ratio  99.40%

Senior Contacts

Director Susanne Jäger

Head Asset Management

& Deputy Director
David Engel
Deputy Head Asset Management Peter Voser

Assets Breakdown (31.12.2018)

Assets

Allocation

Returns
     
Liquidity   2.40%   -0.60%
Bonds CHF   7.70%    0.20%
Bonds World   7.20%  
Bonds Emerging Markets   3.10%  -4.70%
Loans & Mortgages 15.60%    0.90%
Equity Domestic 10.50%   -8.20%
Equity World 15.80%  
Real Estate Domestic Direct   6.50%   5.10%
Real Estate Domestic Indirect 11.70%  
Real Estate World Indirect   4.40%   5.40%
Infrastructure   4.40%   9.30% 
Commodities   3.90%  -10.00%
Other Alternative Investments   6.80%   -1.90%
     
  100%  -2.14%

Assets Breakdown (31.12.2017)

Assets

Allocation

Returns
     
Liquidity   3.20%   -1.10%
Bonds CHF   7.60%    1.00%
Bonds non-CHF   6.90%  
Loans & Mortgages 14.80%    1.30%
Equity Domestic 11.00%    5.30%
Equity World 16.60%  
Real Estate Domestic Direct   6.20%  11.70%
Real Estate Domestic Indirect 11.60%   7.40%
Real Estate World Indirect   4.00%   6.30%
Infrastructure   3.80%  13.60% 
Commodities   4.30%    9.70%
Other Alternative Investments   6.70%   -0.40%
     
 

100%

8.08%

Assets Breakdown (31.12.2016)

Assets

Allocation

Returns
     
Liquidity   3.20%   -1.10%
Bonds CHF   7.90%    1.00%
Bonds non-CHF 10.10%  
Loans & Mortgages 14.30%    1.30%
Equity Domestic 11.00%    5.30%
Equity World 15.80%  
Real Estate Domestic Direct   6.40%  11.70%
Real Estate Domestic Indirect 13.10%   7.40%
Real Estate World Indirect   3.40   6.30%
Infrastructure   3.20%  13.60% 
Commodities   4.90%    9.70%
Other Alternative Investments   6.70%   -0.40%
     
 

100%

 5.00%

Assets Breakdown (31.12.2015)

Assets

Allocation

Returns
     
Liquidity   5.90%  -2.30%
Bonds CHF   9.50%  
Bonds non-CHF 11.10%  
Loans & Mortgages 14.50%    1.00%
Equity Domestic  9.50%  
Equity World 13.80%  
Real Estate 21.90%    6.90%
Other Alternative Investments   6.10%    0.10%
Commodities   4.30% -14.40% 
Infrastructure   3.40%  11.40%
     
 

100%

 1.20%

Assets Breakdown (31.12.2014)

Assets

Allocation

Returns
Liquidity   5.10%  1.30%
Bonds CHF   9.70%  
Bonds non-CHF 12.10%  
Loans & Mortgages 14.40%  1.80%
Equity Domestic 10.40%  
Equity World 16.50%  
Real Estate 19.70%  7.10%
Hedge Funds   4.80%  1.80%
Commodities   5.10% -7.20% 
Infrastructure   2.20% 10.40%
     
 

100%

 5.30%