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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

    2018 2017   2016 2015 2014  2013 2012 2011
Number of affiliates
474 478  489
512 532 536 512 553
Number of insured persons (active)
3,121  3,149  2,723 2,786 2,766 2,636 2,511 2,928
Number of insured retirees
(incl. exemptions from contributions)
188  150  122 111 96 79 63 50
Coverage ratio
109,29%  114,86%  111,43% 111,08% 111,16% 106,53% 102,9% 101,7%
Compulsory interest on retirement assets
1,25%  2%  1,50% 1,75% 2,5% 1,5% 1,5% 2,0%
Supplementary interest on retirement assets
1,25%  2%  1,50% 1,75% 2,5% 1,5% 1,5% 2,0%
Balance sheet total
246,5 Mio.  236,6 Mio.  203,3 Mio.
191,2 Mio. 191,0 m 169,8 m
161,7 m
142,4 m
 Net performance -3,68% 7,62% 2.,2% 1,13% 7,25% 5,67% 6,37% -0,48%
 Net performance as at 31.10.2019 9,64%


       

Investments


Asset allocation as at 31.12.2018  Asset allocation as
at 31.12.2017
      Strategy
     lower range
    upper range
Liquidity and short-term investments
9,0%  7,6% 4,0% 0,0% 100,0%
CHF bonds
16,0%  18,4% 12,0% 0,0% 30,0%
Foreign currency bonds
12,0%  12,3% 12,0% 0,0% 20,0%
Emerging markets bonds
6,0%  6,7% 7,0%
0,0%
20,0%
CH equities
17,0%  18,3% 17,5% 0,0% 30,0%
Foreign equities
12,0%  13,5% 14,5% 0,0% 20,0%
Technology     3,0% 0,0% 5,0%
Real estate
19,0%  15,8% 23,0% 0,0% 30,0%
Alternative investments
7,0%  5,6% 7,0% 0,0% 10,0%
Other assets
2,0%  1,8% 0,0% 0,0% 5,0%

BVG annual report

The 2018 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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