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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
31.12.2017

Holding
31.12.2017


in %

in TCHF

in %

Short-term liquid assets

   2.0

  57'634

    6.04

Bonds CHF

 12.0

  78'946

    8.27

Mortages

   2.0

    2'831

    0.30

Foreign currency bonds

 12.0

100'645

  10.54

Investments with employer

   3.0

  42'646

    4.47

Swiss shares

 20.0

189'551

  19.85

Foreign shares

 20.0

208'128

  21.80

Real estate

 25.0

222'876

  23.34

Alternative Investments

   4.0

  51'641

    5.41

Overall total

100.0

954'898

100.00

Contact

Galenica Pension Fund
Untermattweg 8
Postfach
3001 Bern

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