Asset Owner Directory

BVK Personalvorsorge des Kantons Zürich

With 139,000 insured persons, BVK is the biggest pension fund in Switzerland. It is a foundation established under private law. Some 60% of its customers work for affiliated employers in the healthcare, education and administration sectors. The remaining 40% are employees of the Canton of Zurich.

Country

Switzerland

AUM ($B, AS AT DATE OF ASSET ALLOCATION)

$53

Performance (%, 1YR)

8.10

Chief Executive

Thomas Schönbächler

Chief Investment Officer

Marcel Metry

Chair

Lilo Latzsch

Asset allocation

2.5% Cash & Money Market

5.9% Mortgages

17% Swiss Bonds

18.1% Foreign Currency Bonds

3.8% Swiss Stocks

28.2% Developed Markets Equities

5.5% Emerging Markets Equities

16.8% Swiss Real Estate

3.6% Real Estate Abroad/Swiss & Global Infrastructure

-1.6% Currency Hedging

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