Key figures

The key figures of the BVG-Sammelstiftung are focused on ensuring the long-term security of the pension fund assets in order to offer maximum peace of mind. Please find below a clear overview of the performance of the Loyalis BVG-Sammelstiftung.

Key figures

   2020 2019  2018 2017   2016 2015 2014 
Number of affiliates
  470 474 478  489
512 532
Number of insured persons (active)
  3'549 3,121  3,149  2,723 2,786 2,766
Number of insured retirees
(incl. exemptions from contributions)
  215 188  150  122 111 96
Coverage ratio
  114,82% 109,29%  114,86%  111,43% 111,08% 111,16%
Compulsory interest on retirement assets
1,00%* 2,75% 1,25%  2,00%  1,50% 1,75% 2,50%
Supplementary interest on retirement assets
1,00%* 2,75% 1,25%  2,00%  1,50% 1,75% 2,50%
Balance sheet total
  296,9 Mio. 246,5 Mio.  236,6 Mio.  203,3 Mio.
191,2 Mio. 191,0 m
 Net performance   11,70% -3,68% 7,62% 2,2% 1,13% 7,25%
 Net performance as at 30.04.2020 -4,51%  



 
*provisional

Investments


 Asset allocation as at 31.12.2019
Asset allocation as at 31.12.2018       Strategy
     lower range
    upper range
Liquidity and short-term investments
6,0% 9,0% 3,0% 0,0% 100,0%
CHF bonds
10,0% 16,0% 11,0% 0,0% 30,0%
Foreign currency bonds
11,0% 12,0% 11,0% 0,0% 20,0%
Emerging markets bonds
7,0% 6,0% 7,0%
0,0%
20,0%
CH equities
19,0% 17,0% 17,5% 0,0% 30,0%
Foreign equities
19,0% 12,0% 14,5% 0,0% 20,0%
Technology
  3,0% 0,0% 5,0%
Real estate
20,0% 19,0% 24,0% 0,0% 30,0%
Alternative investments
7,0% 7,0% 8,0% 0,0% 10,0%
Other assets
1,0% 2,0% 1,0% 0,0% 5,0%



BVG annual report

The 2019 annual report for Loyalis BVG-Sammelstiftung is out now. Find out more about the financial year of Loyalis as well as its facts and figures.

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