Pension funds close first half-year with positive returns
Published: Tuesday, Jul 9th 2024, 09:20
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Swiss pension funds once again achieved a positive return on pension assets invested on the capital markets in June. After deducting fees, the approximately 100 funds analyzed by UBS achieved an average performance of 0.77 percent, as the major bank reported on Tuesday.
The pension assets analyzed by UBS had already generated a positive return of 1.15 percent in May, following a slight decline in April and a positive performance in the first quarter. In the first half of the year, the average performance ultimately amounted to 5.05 percent, according to the report.
In June alone, a large pension fund from the segment with assets under management of over CHF 1 billion performed best with a return of 1.98%. The worst result (-0.15 percent) was also achieved by a large fund. This results in a performance range of 2.13 percentage points.
Swiss franc bonds (+2.37%) and global equities (+1.18%) contributed to the good performance. Indirect real estate investments (+0.23%) and infrastructure investments (+0.51%) also performed well. Swiss equities (-0.53%), private equity (-0.28%) and hedge funds (-0.13%) were weaker.
©Keystone/SDA
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