Annual report 2024 (in german)
Preface
In an investment year that saw key interest rates fall, comPlan achieved an investment return of +6.9% and the coverage ratio increased to 118.1% (prior year: 114.5%) as at 31 December 2024.
Read full prefaceImportant key figures
Coverage ratio
%
3.6% compared to previous year
Investment performance
%
2.8% compared to previous year
Interest on retirement savings
%
4.25% compared to previous year
Assets
The investments environment was shaped by decreasing inflation, economic growth and geopolitical crises. The central banks reduced key interest rates. Long-term interest rates experienced a sharp drop in Swiss francs, but rose in US dollars. comPlan achieved a return on investments in total assets of +6.9% (prior year +4.1%) in the 2024 financial year. The largest share of return came from equities.
Detail of investments