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
31.12.2015
in MCHF

Holding
31.12.2015
in %

Short-term liquid assets

2.0%

45.87

6.03

Bonds CHF

12.0%

82.72

10.87

Mortages

2.0%

4.01

0.53

Foreign currency bonds

12.0%

93.36

12.27

Investments with employer

3.0%

11.75

1.54

Swiss shares

20.0%

145.20

19.08

Foreign shares

20.0%

157.36

20.68

Real estate

25.0%

184.04

24.18

Alternative Investments

4.0%

36.68

4.82

Overall total

100.0%

760.99

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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