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 22,000 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

16.3

Assets in CHF billion

31.12.2019

103.8%

Coverage ratio II

30.09.2020

0.92%

Investment Performance

30.09.2020

History & comparison

Annual key indicators

Key indicators as at 31.12.	2019	2018	2017	2016	2015
Number of affiliated employers	22,583	21,828	20,897	20,554	19,725
Number of active members	141,385	129,470	125,282	121,373	116,968
Number of pensioners on own balance sheet	4,010	2,912	1,732	931	-
Total assets in CHF million	16,247	13,787	12,971.5	11,828.8	10,769.9
Pension capital – active insured in CHF million	12,312.8	11,011.9	10,186.4	9,673.9	8,904.1
Pension capital – pensioners in CHF million	1,772.2	1,281.9	709.0	363.5	-
Underwriting reserves in CHF million	818.9	714.7	751.1	555.9	561.7
Value fluctuation reserve – actual figures in CHF million	645.6	0.0	671.6	466.8	406.3
Value fluctuation reserve – target figure for pension obligations	6%	6%	6%	6%	6%
Coverage ratio I (Art. 44 Abs. 2 BVV2)	104.3%	100.0%	106.2%	104.4%	104.3%
Coverage ratio II	105.2%	101.9%	108.3%	107.5%	108.2%
Average age of active insured	42.0	42.0	41.6	41.5	42.7