Transparency and trust through clear facts and figures
At the Avanea Pension Fund, we attach great importance to transparency and trust. Here you will find a comprehensive overview of the key figures and facts that demonstrate our financial stability and performance.
Members and benefits
Membership statistics
- Total number of insured persons: 2,654
- Active insured persons: 2,505
- Pensioners: 101
- Total number of affiliated companies: 764
Overview of benefits – Pension capital
- Active insured persons: CHF 186.7 million
- Old-age pensions: CHF 12.8 million
- Disability pensions: CHF 2.6 million
- Survivors’ pensions: CHF 2.1 million
Asset management
Investment volume
- Total assets under management: CHF 235 million
- Asset classes:
- Shares: 30%
- Bonds: 45%
- Real estate: 15%
- Alternative investments: 5%
- Liquidity: 5%
Performance
- Average annual return (last 5 years): 4.0%
- Return last year: 6.14%
Financial stability
Coverage ratio
- Current coverage ratio: 103%
- Target coverage ratio: 115.5%
- Fluctuation reserves: 3%
Administrative costs
Cost structure
- Administrative costs per insured person: 0.40% of the insured annual salary, max. 360 CHF per year
- Cost ratio: 0.175% of assets under management
Sustainability
ESG criteria (Environmental, Social, Governance)
- 82/100 (strong)
Reports and publications
Regular reporting
- Annual report: Link to the current annual report
- Quarterly report: Link to the current quarterly report
Contact us
Questions about our facts and figures?
Our team is at your disposal for all questions and concerns relating to the financial situation and performance of the Avanea Pension Fund. Please do not hesitate to contact us:
- Phone: +41 44 680 24 24
- E-mail: info@avanea.ch
- Address: Avanea Pension Fund, Merkurstrasse 3, CH-8820 Wädenswil