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Pensionskasse Uri

1'037 million, -2.10%, 103.40%

Klausenstrasse 2
6460 Altdorf
+41 41 875 2113

Facts and Figures

Description Pension Fund of the Canton of Uri
Category Public Pension Fund
Foundation 1938
Membership 2’913 active, 1'095 retired
Assets 1'037 million
Performance -2.10%
Funded Ratio 103.40%

Senior Contacts

Director

Asset Manager

Kurt Rohrer

Stefan Arnold

kurt.rohrer@pkuri.ch

stefan.arnold@pkuri.ch

Assets Breakdown (31.12.2018)

Assets Allocation Returns
Liquidity   1.80%  
Bonds CHF 25.70%  
Bonds non-CHF 14.60%  
Convertible Bonds   2.40%  
Equity Domestic 10.50%  
Equity Foreign 19.10%  
Real Estate 21.20%  
Alternative Investments   4.70%  
  100% -2.10%

Assets Breakdown (31.12.2017)

Assets Allocation Returns
Liquidity   1.90%  
Bonds CHF 24.70%  
Bonds non-CHF 15.60%  
Convertible Bonds   2.50%  
Equity Domestic 10.50%  
Equity Foreign 20.10%  
Real Estate 19.80%  
Alternative Investments   4.90%  
  100%  7.70%

Assets Breakdown (31.12.2016)

Assets Allocation Returns
Liquidity   1.10%  
Bonds CHF 25.20%  
Bonds non-CHF 14.90%  
Convertible Bonds   2.50%  
Equity Domestic 11.30%  
Equity Foreign 20.00%  
Real Estate 19.70%  
Alternative Investments   7.10%  
  100%  4.10%

Assets Breakdown (31.12.2015)

Assets Allocation Returns
Liquidity   1.90%  
Bonds CHF 25.00%  
Bonds non-CHF 13.80%  
Convertible Bonds   2.00%  
Equity Domestic 11.10%  
Equity Foreign 20.60%  
Real Estate 19.70%  
Alternative Investments   5.90%  
  100%  2.20%

Assets Breakdown (31.12.2009)

Assets Allocation Returns
Liquidity 3.10%  
Bonds CHF 26.10%  
Bonds non-CHF 11.10%  
Mortgages 3.70%  
Equity Domestic 10.50%  
Equity Foreign 14.40%  
Real Estate 19.10%  
Private Equity 3.10%  
Hedge Funds 5.10%  
Commodities 3.80%  
  100% 12.20%