Social Media Form

E-Mail recipient*:
*
Sender*:
*
Your message*:
*

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

   2015 2014  2013 2012 2011 2010
Number of affiliates
512 532 536 512 553 585
Number of insured persons (active)
2786 2,766 2,636 2,511 2,928 2,967
Number of insured retirees
(incl. exemptions from contributions)
133 124 107 99 74 64
Coverage ratio
111.08% 111.16% 106.53% 102.9% 101.7% 104.2%
Compulsory interest on retirement assets
1.75% 2.5% 1.5% 1.5% 2.0% 2.0%
Supplementary interest on retirement assets
1.75% 2.5% 1.5% 1.5% 2.0% 2.0%
Balance sheet total
191.2 Mio. 191.0 m 169.8 m
161.7 m
142.4 m
128.5 m

 





Investments


Asset allocation as
at 31.12.2015
      Strategy
     lower range
    upper range
Liquidity and short-term investments
5.2% 4.0% 0.0% 13.0%
CHF bonds
36.5% 37.0% 28.0% 46.0%
Foreign currency bonds
9.7% 10.0% 3.0% 19.0%
CH equities
18.4% 18.0% 10.0% 26.0%
Foreign equities
12.5% 12.0% 5.5% 17.5%
Real estate
12.1% 15.0% 7.0% 22.0%
Alternative investments
3.9% 4.0% 0.0% 8.0%
Other assets
1.7%



BVG annual report

The 2015 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.