Investment Office Logo

Pensionskasse Stadt Luzern

1'488 million, -1.30%, 107.72%

Bruchstrasse 69
6002 Luzern
+41 41 208 8371

Facts and Figures

Description Pension Fund of the City of Luzern
Category Public Pension Fund
Membership 3’547 active, 2’164 retired
Assets 1'488 million
Performance -1.30%
Funded Ratio 107.72%

Senior Contacts

Function Contact Name
Director  Konrad Wüest

Assets Breakdown (31.12.2018)

Assets Allocation Returns
Liquidity   4.40%  
Bonds CHF   11.40%  
Bonds Sovereign non-CHF   2.40%  
Bonds Corporate non-CHF   6.20%  
Anlagen beim Arbeitgeber"   1.70%  
Mortgages   7.90%  
Equity Domestic   8.30%  
Equity Foreign 16.30%  
Real Estate Domestic 28.90%  
Real Estate Foreign   4.40%  
Private Equity   3.90%  
Insurance Linked Securities   4.20%  
  100%  -1.30%

Assets Breakdown (31.12.2017)

Assets Allocation Returns
Liquidity   5.70%  
Bonds CHF   8.50%  
Bonds Sovereign non-CHF   2.40%  
Bonds Corporate non-CHF   5.80%  
Anlagen beim Arbeitgeber"   1.60%  
Mortgages   7.30%  
Equity Domestic   9.80%  
Equity Foreign 18.30%  
Real Estate Domestic 28.20%  
Real Estate Foreign   4.30%  
Private Equity   3.90%  
Insurance Linked Securities   4.20%  
  100%  7.75%

Assets Breakdown (31.12.2016)

Assets Allocation Returns
Liquidity  4.00%  
Bonds CHF   9.40%  
Bonds Sovereign non-CHF   2.60%  
Bonds Corporate non-CHF   5.50%  
Darlehen beim Arbeitgeber"   2.10%  
Mortgages   5.80%  
Equity Domestic 10.50%  
Equity Foreign 19.10%  
Real Estate Domestic 30.10%  
Real Estate Foreign   1.90%  
Private Equity   3.40%  
Insurance Linked Securities   3.60%  
  100%  6.43%

Assets Breakdown (31.12.2015)

Assets Allocation Returns
Liquidity  5.10%  
Bonds CHF and "Anlagen beim Arbeitgeber" 12.20%  
Bonds non-CHF   6.90%  
Mortgages   5.80%  
Equity Domestic 11.10%  
Equity Foreign 17.50%  
Real Estate Domestic 31.00%  
Real Estate Foreign   3.70%  
Private Equity   3.10%  
Insurance Linked Securities   2.00%  
Commodities   1.70%  
  100%  1.91%

Assets Breakdown (31.12.2009)

Assets Allocation Returns
Liquidity 3.70%  
Bonds CHF, Loans & Others 19.30%  
Bonds non-CHF 4.40%  
Mortgages 8.60%  
Equity Domestic 10.60% 23.05%
Equity Foreign 13.00% 30.28%
Real Estate Domestic 32.80% 5.36%
Real Estate Foreign 2.00%  
Private Equity 1.10%  
Hedge Funds 2.80%  
Commodities 1.70% 34.33%
  100% 9.72%

Assets Breakdown (31.12.2008)

Assets Allocation Returns
Liquidity 7.19% 1.15%
Bonds CHF, Loans & Others 12.09%  
Bonds Foreign in CHF 5.80%  
Bonds non-CHF 4.93% -5.85%
Mortgages 10.22% 3.54%
Equity Domestic 9.41% -35.00%
Equity Foreign 10.12% -46.66%
Real Estate Domestic 33.61% 3.76%
Real Estate Foreign 1.77% -25.76%
Private Equity 0.70% -42.77%
Hedge Funds 2.94% -18.82%
Commodities 1.21% -44.26%
Others 0.01%  
  100% -11.72%