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Investment structure

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


Benchmark

Holding
31.12.2016

Holding
31.12.2016


in %

in TCHF

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

Galenica Pension Fund
Untermattweg 8
Postfach
3001 Bern

Tel. +41 58 852 87 00
Fax +41 58 852 87 01