{"id":699,"date":"2022-05-30T10:39:52","date_gmt":"2022-05-30T08:39:52","guid":{"rendered":"https:\/\/www.schweizerkmupk.ch\/ueber-uns-2\/"},"modified":"2026-02-13T13:39:01","modified_gmt":"2026-02-13T11:39:01","slug":"key-figures","status":"publish","type":"page","link":"https:\/\/www.schweizerkmupk.ch\/en\/key-figures\/","title":{"rendered":"Key Figures"},"content":{"rendered":"

[vc_row][vc_column][vc_column_text]<\/p>\n

Our key figures<\/h3>\n

[\/vc_column_text][\/vc_column][\/vc_row][vc_row equal_height=”yes” content_placement=”top” css=”.vc_custom_1686839233578{margin-bottom: 80px !important;}”][vc_column][vc_column_text css=””]Current course of business<\/strong><\/p>\n

Despite the uncertainties and increased volatility on the financial markets, the Schweizer KMU Pensionskasse achieved a strong investment performance of 7.0% in 2025 compared to the market thanks to its proven investment strategy. With a solid coverage ratio of 105%, the pension fund’s financial base was further strengthened.<\/p>\n

Current situation<\/strong><\/p>\n

The Schweizer KMU Pensionskasse has made a promising start to 2026 thanks to the strong performance of Swiss equities. By deliberately overweighting small and mid-cap stocks, it has significantly outperformed the benchmark index to date (as of February 10, 2026).[\/vc_column_text][\/vc_column][\/vc_row][vc_row equal_height=”yes” content_placement=”top” css=”.vc_custom_1686839093947{margin-bottom: 80px !important;}”][vc_column][vc_column_text]<\/p>\n

At a glance<\/h3>\n

[\/vc_column_text][vc_column_text css=””]<\/p>\n\n\n\n\n\n\n\n\n\n\n\n\n
<\/td>\n2025<\/strong><\/td>\n\u00a02024<\/strong><\/td>\n2023<\/strong><\/td>\n2022<\/strong><\/td>\n2021<\/strong><\/td>\n<\/tr>\n
Active insured persons<\/strong><\/td>\n1\u2019554<\/td>\n1\u2019468<\/td>\n1’477<\/td>\n1\u2018457<\/td>\n438<\/td>\n<\/tr>\n
Pensioners<\/strong><\/td>\n267<\/td>\n260<\/td>\n244<\/td>\n231<\/td>\n142<\/td>\n<\/tr>\n
Affiliated companies<\/strong><\/td>\n54<\/td>\n53<\/td>\n49<\/td>\n50<\/td>\n29<\/td>\n<\/tr>\n
Funded status<\/strong><\/td>\n105.0%<\/td>\n100.2%<\/td>\n98.5%<\/td>\n93.4%<\/td>\n110.4%<\/td>\n<\/tr>\n
Performance<\/strong><\/td>\n7.0%<\/td>\n3.2%<\/td>\n6.1%<\/td>\n-11.0%<\/td>\n16.3%<\/td>\n<\/tr>\n
Interest on retirement savings capital<\/strong><\/td>\n1.75% (all-inclusive)<\/td>\n1.25% (all-inclusive)<\/td>\n1.0% (all-inclusive)<\/td>\n1.0% (part LOB)<\/td>\n3.0% (all-inclusive)<\/td>\n<\/tr>\n
Technical interest \/ base<\/strong><\/td>\n2.0% \/
\ngeneration table<\/td>\n		2.0% \/
\ngeneration table<\/td>\n		2.0% \/
\ngeneration table<\/td>\n		2.0% \/
\ngeneration table<\/td>\n		1.5% \/
\ngeneration table<\/td>\n<\/tr>\n
Balance sheet total<\/strong><\/td>\n308.8 Mio<\/td>\n278.5 Mio<\/td>\n\u00a0265.4 Mio<\/td>\n244.8 Mio<\/td>\n93.3 Mio<\/td>\n<\/tr>\n
Ratio of actives to pensioners<\/strong><\/td>\n5.82<\/td>\n5.65<\/td>\n6.30<\/td>\n6.50<\/td>\n3.05<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

[\/vc_column_text]

<\/div>[\/vc_column][\/vc_row][vc_row equal_height=”yes” content_placement=”top” css=”.vc_custom_1686839093947{margin-bottom: 80px !important;}”][vc_column][vc_column_text]<\/p>\n

Conversion rate<\/h3>\n

[\/vc_column_text][vc_column_text css=””]<\/p>\n\n\n\n\n\n
Gradual reduction until 2028; from 2028 5.20%<\/td>\n<\/tr>\n
Year of <\/strong>retirement<\/strong><\/td>\n2026<\/td>\n2027<\/td>\n2028<\/td>\n2029<\/td>\n<\/td>\n<\/td>\n<\/td>\n<\/tr>\n
Age 65<\/strong><\/td>\n5.40%<\/td>\n5.30%<\/td>\n5.20%<\/td>\n5.20%<\/td>\n<\/td>\n<\/td>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

[\/vc_column_text][\/vc_column][\/vc_row][vc_column][\/vc_column]<\/p>\n<\/div>","protected":false},"excerpt":{"rendered":"

[vc_row][vc_column][vc_column_text] Our key figures [\/vc_column_text][\/vc_column][\/vc_row][vc_row equal_height=”yes” content_placement=”top” css=”.vc_custom_1686839233578{margin-bottom: 80px !important;}”][vc_column][vc_column_text css=””]Current course of business Despite the uncertainties and increased volatility on the financial markets, the Schweizer KMU Pensionskasse achieved a strong investment performance of 7.0% in 2025 compared to the market thanks to its proven investment strategy. With a solid coverage ratio of 105%, the…<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":0,"menu_order":1,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-699","page","type-page","status-publish","hentry","description-off"],"yoast_head":"\nSchweizer KMU Pensionskasse - Our key figures<\/title>\n<meta name=\"description\" content=\"Our key figures at a glance. Here you can find further information about interest rate, funded status and performance.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.schweizerkmupk.ch\/en\/key-figures\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Schweizer KMU Pensionskasse - Our key figures\" \/>\n<meta property=\"og:description\" content=\"Our key figures at a glance. Here you can find further information about interest rate, funded status and performance.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.schweizerkmupk.ch\/en\/key-figures\/\" \/>\n<meta property=\"og:site_name\" content=\"Pensionskasse\" \/>\n<meta property=\"article:modified_time\" content=\"2026-02-13T11:39:01+00:00\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.schweizerkmupk.ch\/en\/key-figures\/\",\"url\":\"https:\/\/www.schweizerkmupk.ch\/en\/key-figures\/\",\"name\":\"Schweizer KMU Pensionskasse - Our key figures\",\"isPartOf\":{\"@id\":\"https:\/\/www.schweizerkmupk.ch\/#website\"},\"datePublished\":\"2022-05-30T08:39:52+00:00\",\"dateModified\":\"2026-02-13T11:39:01+00:00\",\"description\":\"Our key figures at a glance. Here you can find further information about interest rate, funded status and performance.\",\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.schweizerkmupk.ch\/en\/key-figures\/\"]}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.schweizerkmupk.ch\/#website\",\"url\":\"https:\/\/www.schweizerkmupk.ch\/\",\"name\":\"Pensionskasse\",\"description\":\"\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/www.schweizerkmupk.ch\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Schweizer KMU Pensionskasse - Our key figures","description":"Our key figures at a glance. Here you can find further information about interest rate, funded status and performance.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.schweizerkmupk.ch\/en\/key-figures\/","og_locale":"en_US","og_type":"article","og_title":"Schweizer KMU Pensionskasse - Our key figures","og_description":"Our key figures at a glance. Here you can find further information about interest rate, funded status and performance.","og_url":"https:\/\/www.schweizerkmupk.ch\/en\/key-figures\/","og_site_name":"Pensionskasse","article_modified_time":"2026-02-13T11:39:01+00:00","twitter_card":"summary_large_image","twitter_misc":{"Est. reading time":"2 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/www.schweizerkmupk.ch\/en\/key-figures\/","url":"https:\/\/www.schweizerkmupk.ch\/en\/key-figures\/","name":"Schweizer KMU Pensionskasse - Our key figures","isPartOf":{"@id":"https:\/\/www.schweizerkmupk.ch\/#website"},"datePublished":"2022-05-30T08:39:52+00:00","dateModified":"2026-02-13T11:39:01+00:00","description":"Our key figures at a glance. Here you can find further information about interest rate, funded status and performance.","inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.schweizerkmupk.ch\/en\/key-figures\/"]}]},{"@type":"WebSite","@id":"https:\/\/www.schweizerkmupk.ch\/#website","url":"https:\/\/www.schweizerkmupk.ch\/","name":"Pensionskasse","description":"","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.schweizerkmupk.ch\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"}]}},"_links":{"self":[{"href":"https:\/\/www.schweizerkmupk.ch\/en\/wp-json\/wp\/v2\/pages\/699","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.schweizerkmupk.ch\/en\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.schweizerkmupk.ch\/en\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.schweizerkmupk.ch\/en\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.schweizerkmupk.ch\/en\/wp-json\/wp\/v2\/comments?post=699"}],"version-history":[{"count":29,"href":"https:\/\/www.schweizerkmupk.ch\/en\/wp-json\/wp\/v2\/pages\/699\/revisions"}],"predecessor-version":[{"id":2669,"href":"https:\/\/www.schweizerkmupk.ch\/en\/wp-json\/wp\/v2\/pages\/699\/revisions\/2669"}],"wp:attachment":[{"href":"https:\/\/www.schweizerkmupk.ch\/en\/wp-json\/wp\/v2\/media?parent=699"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}