Key figures and Investments
Livica pension funds design their investment strategy individually according to their risk capacity, based on an ALM study and approved by the Foundation Board. The implementation takes place via Livica's investment modules, whereby external managers and existing investments can also be integrated. There are no centralised assets at foundation level - each strategy remains autonomous.
Here you will find the key financial figures of the Livica Collective Foundation. The data presented includes the balance sheet total, fluctuation reserve, total return, coverage ratio and the number of insured persons and pension recipients. These key figures underline the Foundation's financial stability and performance.
The most important things in brief
Balance Sheet Total
2'339'168
2'335'518
Reserve for fluctuations in asset value
210'368
191'977
Total return (consolidated)
2.43
7.93
Return on employer-sponsored pension plans (consolidated)
4.89
8.99
Return Pension Fund Retiree
- 1.18
6.52
Interest on retirement capital
2.0 % - 8.0
3.5 % - 10.0
LPP minimum interest rate
1.25
1.25
Actuarial principles
LPP 2015 Generations
LPP 2015 Generations
Valuation interest rate employer pension plans
0.00 % - 1.41
0.00 % - 1.37
Valuation interest rate pension fund retirees
0.38
0.35
Funding ratio (consolidated)
110.2
109.4
Funding ratio of employer pension funds
110.4 % - 116.5
111.0 % - 117.0
Funding ratio Pension Fund Retirees
102.6
103.5
Active participiants' liabilities
1'004'406
983'548
Pensioniers' liabilities
1'063'772
1'084'226
Actuarial reserves
31'855
38'635
Ordinary contributions
83'987
86'384
Number of active insured persons
4'029
4'114
Number of pensioniers
2'221
2'183
Total paid pensions (recurring payments)
62'771
62'170
Total lump-sum payments old-age/death
35'506
40'082
