Vita Joint Foundation

Vita Joint Foundation at a glance

Key data in brief

The Vita collective foundation was founded in 2003 as a semi-autonomous foundation. With 21,000 affiliated companies from all sectors, it is the largest collective foundation under the umbrella of «Vita - occupational retirement provision». With Vita Classic we offer sustainable solutions in occupational pension provision that can be flexibly adapted to the respective needs.

Coverage ratio & performance

14.02

Assets in CHF billion

31.12.2018

104.6%

Coverage ratio II

31.03.2019

3.82%

Investment Performance

31.03.2019

History & comparison

Annual key indicators

Key indicators as at 31.12.	2017 ¹⁾	2016	2015	2014	2013
Total affiliated employers	20,897	20,554	19,725	18,950	18,189
Total active members	125,282	121,373	116,968	115,338	114,881
Total retirees	1,732	931	-	-	-
Total assets in CHF Mio.	12,971.5	11,828.8	10,769.9	10,280.8	9,475.0
Pension capital of active insured in CHF Mio.	10,186.4	9,673.9	8,904.1	8,317.2	8,180.1
Pension capital – pensioners in CHF million	709.0	363.5	-	-	-
Technical reserves in CHF Mio.	751,1	555.9	561.7	541.9	121.3
Fluctuation reserves - Existing reserves in CHF Mio.	n.a.	466.8	406.3	531.5	518.6
Fluctuation reserve - Target amount for pension obligations	6%	6%	6%	6%	12%
Coverage ratio calculated according to the new pension model (Art. 44 Abs. 2 BVV2)	106.2%	104.4%	104.3%	106.6%	-
Coverage ratio	108.3%	107.5%	108.2%	111.2%	106.2%
Average age of active insured	41.6	41.5	42.7	41.2	41.1