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Luzerner Pensionskasse (LUPK)

7'487 million, -1.10%, 102.00%

Zentralstrasse 7
6002 Luzern
+41 41 228 7690

Facts and Figures

Description Pension Fund of the Canton of Luzern
Category Public Pension Fund
Foundation 2000
Membership 23’546 active, 7’812 retired
Assets 7'487 million
Performance -1.10%
Funded Ratio 102.00%

Senior Contacts

Director Reto Tarreghetta
Director Finances Rolf Haufgartner
Head Asset Management Josef Lütolf

Assets Breakdown (31.12.2018)

Assets

Allocation

 Returns
     
Fixed Income 29.20%  
Mortgages  8.70%  
Equity 25.60%  
Real Estate 26.30%  
Alternative Investments  9.90%  
Others  0.30%  
     

 

100%

 -1.10%

Assets Breakdown (31.12.2017)

Assets

Allocation

 Returns
     
Fixed Income 30.40%  
Mortgages  8.60%  
Equity Domestic 10.40%  
Equity Foreign 16.40%  
Real Estate 23.70%  
Alternative Investments 10.20%  
Others  0.30%  
     

 

100%

   7.30%

Assets Breakdown (31.12.2016)

Assets

Allocation

 Returns
     
Fixed Income 34.20%    1.90%
Mortgages  7.10%    1.70%
Equity 25.40%    5.70%
Real Estate 23.20%    4.60%
Alternative Investments  9.70%    4.50%
Others  0.40%  
     

 

100%

   3.80%

Assets Breakdown (31.12.2015)

Assets

Allocation

 Returns
     
Fixed Income 35.20%    1.00%
Mortgages  6.90%    1.90%
Equity 24.50%   -0.80%
Real Estate 22.80%    4.70%
Alternative Investments  9.30%    3.60%
Others  0.30%  
     

 

100%

   1.78%

Assets Breakdown (31.12.2014)

Assets

Allocation

 Returns
     
Fixed Income 40.20%  3.60%
Mortgages  6.90%  2.00%
Equity 24.90% 12.30%
Real Estate 21.70%  4.90%
Alternative Investments  6.20% 10.60%
Others  0.10%  
     

 

100%

6.10%

Assets Breakdown (31.12.2013)

Assets

Allocation

Returns
     
Fixed Income 40.90% 0.90%
Mortgages 7.30% 2.10%
Equity 22.60% 19.60%
Real Estate 21.20% 4.40%
Alternative Investments 7.90% 5.20%
Others 0.10%  
     

 

100%

6.00%

Assets Breakdown (31.12.2010)

Assets

Allocation

Returns
     
Fixed Income 43.00% 1.60%
Mortgages 8.90% 2.60%
Equity Domestic 7.10% 6.40%
Equity Foreign 13.50%  
Real Estate 22.60% 5.40%
Alternative Investments 4.80% -0.90%
Others 0.10%  
     

 

100%

2.20%

Assets Breakdown (31.12.2009)

Assets

Allocation

Returns
     
Fixed Income 44.10% 4.00%
Mortgages 9.40% 2.80%
Equity Domestic 6.80% 23.00%
Equity Foreign 12.40%  
Real Estate 22.50% 4.00%
Alternative Investments 4.60% 1.20%
Others 0.10%  
     

 

100% 7.50%

Assets Breakdown (31.12.2008)

Assets

Allocation

Returns
     
Fixed Income 42.10% 0.50%
Mortgages 10.70% 3.10%
Equity Domestic 6.60% -35.00%
Equity Foreign 11.40%  
Real Estate 23.60% 4.20%
Alternative Investments 5.40% -18.90%
Others 0.20%  
     

 

100% -10.30%