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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

   2017   2016 2015 2014  2013 2012 2011 2010
Number of affiliates
478  489
512 532 536 512 553 585
Number of insured persons (active)
 3,149  2,723 2,786 2,766 2,636 2,511 2,928 2,967
Number of insured retirees
(incl. exemptions from contributions)
 199  147 133 124 107 99 74 64
Coverage ratio
 114.86%  111.43% 111.08% 111.16% 106.53% 102.9% 101.7% 104.2%
Compulsory interest on retirement assets
 2%  1.50% 1.75% 2.5% 1.5% 1.5% 2.0% 2.0%
Supplementary interest on retirement assets
 2%  1.50% 1.75% 2.5% 1.5% 1.5% 2.0% 2.0%
Balance sheet total
 236.6 Mio.  203.3 Mio.
191.2 Mio. 191.0 m 169.8 m
161.7 m
142.4 m
128.5 m

     





Investments


 Asset allocation as
at 31.12.2017
Asset allocation as
at 31.12.2016
      Strategy
     lower range
    upper range
Liquidity and short-term investments
 7.6% 8.5% 4.0% 0.0% 13.0%
CHF bonds
 18.4% 28.4% 30.0% 21.0% 46.0%
Foreign currency bonds
 12.3% 13.3% 10.0% 0.0% 20.0%
Emerging markets bonds
 6.7% - 5.0%
0.0%
10.0%
CH equities
 18.3% 18.3% 18.0% 10.0% 30.0%
Foreign equities
 13.5% 11.8% 12.0% 0.0% 20.0%
Real estate
 15.8% 13.8% 17.0% 7.0% 24.0%
Alternative investments
 5.6% 4.2% 4.0% 0.0% 8.0%
Other assets
 1.8% 1.7%





BVG annual report

The 2016 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.