{"id":2192,"date":"2024-05-21T13:09:32","date_gmt":"2024-05-21T11:09:32","guid":{"rendered":"https:\/\/avanea.ch\/facts-and-figures\/"},"modified":"2024-08-27T10:49:27","modified_gmt":"2024-08-27T08:49:27","slug":"facts-and-figures","status":"publish","type":"page","link":"https:\/\/avanea.ch\/en\/facts-and-figures\/","title":{"rendered":"Facts and figures"},"content":{"rendered":"\n<p><strong>Transparency and trust through clear facts and figures<\/strong><\/p>\n\n<p>At the Avanea Pension Fund, we attach great importance to transparency and trust.\nHere you will find a comprehensive overview of the key figures and facts that demonstrate our financial stability and performance. <\/p>\n\n<h3 class=\"wp-block-heading\">Members and benefits<\/h3>\n\n<p><strong>Membership statistics<\/strong><\/p>\n\n<ul class=\"wp-block-list\">\n<li><strong>Total number of insured persons<\/strong>: 2,654<\/li>\n\n\n\n<li><strong>Active insured persons<\/strong>: 2,505<\/li>\n\n\n\n<li><strong>Pensioners<\/strong>: 101<\/li>\n\n\n\n<li><strong>Total number of affiliated companies:<\/strong> 764<\/li>\n<\/ul>\n\n<p><strong>Overview of benefits<\/strong> <strong>&#8211; Pension capital<\/strong><\/p>\n\n<ul class=\"wp-block-list\">\n<li><strong>Active insured persons<\/strong>: CHF 186.7 million<\/li>\n\n\n\n<li><strong>Old-age pensions<\/strong>: CHF 12.8 million<\/li>\n\n\n\n<li><strong>Disability pensions<\/strong>: CHF 2.6 million<\/li>\n\n\n\n<li><strong>Survivors&#8217; pensions<\/strong>: CHF 2.1 million<\/li>\n<\/ul>\n\n<h3 class=\"wp-block-heading\">Asset management<\/h3>\n\n<p><strong>Investment volume<\/strong><\/p>\n\n<ul class=\"wp-block-list\">\n<li><strong>Total assets under management<\/strong>: CHF 235 million<\/li>\n\n\n\n<li><strong>Asset classes<\/strong>:\n<ul class=\"wp-block-list\">\n<li>Shares: 30%<\/li>\n\n\n\n<li>Bonds: 45%<\/li>\n\n\n\n<li>Real estate: 15%<\/li>\n\n\n\n<li>Alternative investments: 5%<\/li>\n\n\n\n<li>Liquidity: 5%<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n<p><strong>Performance<\/strong><\/p>\n\n<ul class=\"wp-block-list\">\n<li><strong>Average annual return (last 5 years)<\/strong>: 4.0%<\/li>\n\n\n\n<li><strong>Return last year<\/strong>: 6.14%<\/li>\n<\/ul>\n\n<h3 class=\"wp-block-heading\">Financial stability<\/h3>\n\n<p><strong>Coverage ratio<\/strong><\/p>\n\n<ul class=\"wp-block-list\">\n<li><strong>Current coverage ratio<\/strong>: 103%<\/li>\n\n\n\n<li><strong>Target coverage ratio<\/strong>: 115.5%<\/li>\n\n\n\n<li><strong>Fluctuation reserves<\/strong>: 3%<\/li>\n<\/ul>\n\n<h3 class=\"wp-block-heading\">Administrative costs<\/h3>\n\n<p><strong>Cost structure<\/strong><\/p>\n\n<ul class=\"wp-block-list\">\n<li><strong>Administrative costs per insured person<\/strong>: 0.40% of the insured annual salary, max.\n360 CHF per year <\/li>\n\n\n\n<li><strong>Cost ratio<\/strong>: 0.175% of assets under management<\/li>\n<\/ul>\n\n<h3 class=\"wp-block-heading\">Sustainability<\/h3>\n\n<p><strong>ESG criteria (Environmental, Social, Governance)<\/strong><\/p>\n\n<ul class=\"wp-block-list\">\n<li><strong>82\/100 (strong)<\/strong><\/li>\n<\/ul>\n\n<h3 class=\"wp-block-heading\">Reports and publications<\/h3>\n\n<p><strong>Regular reporting<\/strong><\/p>\n\n<ul class=\"wp-block-list\">\n<li><strong>Annual report<\/strong>: <a href=\"https:\/\/avanea.ch\/wp-content\/uploads\/2024\/08\/11-avanea-pensionskasse-docs-geschaeftsbericht-2023.pdf\">Link to the current annual report<\/a><\/li>\n\n\n\n<li><strong>Quarterly report<\/strong>: <a href=\"https:\/\/avanea.ch\/wp-content\/uploads\/2024\/08\/2024-Q2_Avanea_Bericht.pdf\">Link to the current quarterly report<\/a><\/li>\n<\/ul>\n\n<h3 class=\"wp-block-heading\">Contact us<\/h3>\n\n<p><strong>Questions about our facts and figures?<\/strong><\/p>\n\n<p>Our team is at your disposal for all questions and concerns relating to the financial situation and performance of the Avanea Pension Fund.\nPlease do not hesitate to contact us: <\/p>\n\n<ul class=\"wp-block-list\">\n<li><strong>Phone<\/strong>: +41 44 680 24 24<\/li>\n\n\n\n<li><strong>E-mail<\/strong>: <a>info@avanea.ch<\/a><\/li>\n\n\n\n<li><strong>Address: <\/strong>Avanea Pension Fund, Merkurstrasse 3, CH-8820 W\u00e4denswil<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>Transparency and trust through clear facts and figures At the Avanea Pension Fund, we attach great importance to transparency and &#8230; <a title=\"Facts and figures\" class=\"read-more\" href=\"https:\/\/avanea.ch\/en\/facts-and-figures\/\" aria-label=\"Read more about Facts and figures\">Read more<\/a><\/p>\n","protected":false},"author":1,"featured_media":2055,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"inline_featured_image":false,"footnotes":""},"class_list":["post-2192","page","type-page","status-publish","has-post-thumbnail"],"acf":[],"_links":{"self":[{"href":"https:\/\/avanea.ch\/en\/wp-json\/wp\/v2\/pages\/2192","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/avanea.ch\/en\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/avanea.ch\/en\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/avanea.ch\/en\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/avanea.ch\/en\/wp-json\/wp\/v2\/comments?post=2192"}],"version-history":[{"count":4,"href":"https:\/\/avanea.ch\/en\/wp-json\/wp\/v2\/pages\/2192\/revisions"}],"predecessor-version":[{"id":3191,"href":"https:\/\/avanea.ch\/en\/wp-json\/wp\/v2\/pages\/2192\/revisions\/3191"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/avanea.ch\/en\/wp-json\/wp\/v2\/media\/2055"}],"wp:attachment":[{"href":"https:\/\/avanea.ch\/en\/wp-json\/wp\/v2\/media?parent=2192"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}