Investment Structure

Every three years, an external consultancy firm performs an asset and liability study covering the following points:

  • Review of investment policy risk capacity
  • Review of fitness for purpose of the current investment strategy
  • Drafting of proposals for a risk-adjusted, long-term investment strategy for 
    our Fund

 


Neutral
=
Benchmark

Holding
31.12.2016
in TCHF

Holding
31.12.2016
in %

Short-term liquid assets

2.0%

41'471

5.02

Bonds CHF

12.0%

72'671

8.79

Mortages

2.0%

3'977

0.48

Foreign currency bonds

12.0%

96'846

11.72

Investments with employer

3.0%

35'577

4.31

Swiss shares

20.0%

162'309

19.64

Foreign shares

20.0%

175'990

21.30

Real estate

25.0%

194'320

23.52

Alternative Investments

4.0%

43'202

5.23

Overall total

100.0%

826'363

100.00

Contact

René Mischler

René Mischler

Manager


Galenica Pension Fund

Untermattweg 8
P.O. Box
CH-3027 Bern

Phone:
+41 58 852 87 02
Fax:
+41 58 852 87 01

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