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 ÖKK Occupational pensions.
2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
---|---|---|---|---|---|---|
Number of affiliates | 478 | 464 | 450 | 470 | 474 | 478 |
Number of insured persons (active) | 4315 | 4016 | 3'690 | 3'549 | 3'121 | 3'149 |
Number of insured retirees (incl. exemptions from contributions) | 269 | 251 | 227 | 215 | 188 | 150 |
Coverage ratio | 108,41% | 120,96% | 117,44% | 114,82% | 109,29% | 114,86% |
Compulsory interest on retirement assets | 1,50% | 3,50% | 1,75% | 2,75% | 1,25% | 2,00% |
Supplementary interest on retirement assets | 1,50% | 3,50% | 1,75% | 2,75% | 1,25% | 2,00% |
Balance sheet total | 345,4% | 363,6 Mio. | 318 Mio. | 296,9 Mio. | 246,5 Mio. | 236,6 Mio. |
Net performance | -9,76% | 9,56% | 4,06% | 11,70% | -3,68% | 7,62% |
Provisional coverage as at 30.09.2023 | 109,8% |
Investments
Strategy | lower range | upper range | |
---|---|---|---|
Liquidity and short-term investments | 2,5% | 0,0% | 100,0% |
CHF bonds | 16,5% | 0,0% | 40,0% |
Foreign currency bonds | 12,0% | 0,0% | 20,0% |
CH equities | 17,5% | 0,0% | 30,0% |
Foreign equities | 15,5% | 0,0% | 20,0% |
Technology | 3,0% | 0,0% | 5,0% |
Real estate Switzerland | 17,5% | 0,0% | 30,0% |
Real estate abroad | 6,5% | 0,0% | 10,0% |
Alternative investments | 6,0% | 0,0% | 10,0% |
Private equity | 3,0% | 0,0% | 8,0% |