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Annual report 2025

4.50 %

Interest on savings capital

+5.40 %

Return

115.98 %

Coverage

Political and economic environment

For the financial markets, 2025 was characterised by volatile developments, diverse influencing factors and changing market sentiment. A turbulent start to the year, triggered by extensive US tariff announcements by the new American president, initially led to increased uncertainty, noticeable price falls and a tense trading environment. However, the international markets stabilised as the year progressed, supported by the US Federal Reserve's continued expectations of interest rate cuts and a partial easing of geopolitical tensions. These conditions characterised the dynamics of the various asset classes throughout the year.


Several countries - including Germany, the USA and China - significantly increased their national debt, particularly as a result of high spending on defence and infrastructure, in some cases under the suspension of fiscal rules such as the debt brake.


Global stock markets performed unevenly. The prospect of a continued loose monetary policy supported market sentiment for much of the year. Investments in artificial intelligence were a particular focus, which primarily benefited US technology companies and their suppliers along the value chain. A noticeable sector rotation set in towards the end of the year: Capital flowed from US technology stocks into more defensive sectors such as healthcare, consumer staples and utilities. The Swiss equity market was supported by this market development, as it traditionally has a higher weighting in the pharmaceutical sector. Emerging market equities received additional impetus from the weakened US dollar, which strengthened their export economy and increased their international competitiveness.

The bond markets presented a mixed picture over the course of the year. The Swiss National Bank lowered its key interest rate to zero per cent in June, while the US Federal Reserve made several interest rate cuts up to December to support the economy, prioritising the labour market over the risk of inflation. The interest rate reduction cycles in Switzerland and Europe have largely come to an end, which points to a prolonged phase of low interest rates. Accordingly, yields on Swiss bonds remained at a low level.


Inflation declined over the course of the year, albeit at a slower pace. Central banks adjusted their monetary policies to the changed economic situation and inflation expectations. Geopolitical tensions and the performance of the US dollar had a significant impact on the capital markets. Precious metals such as gold and silver recorded significant price gains and benefited both from their role as safe havens and from the weakness of the dollar.


The Swiss property market showed a tense picture in 2025. There was largely no new construction impetus on the rental housing market, which did not sufficiently alleviate the vacancy rates that have been falling for years. The lower number of building applications dampened hopes of a growing supply, although weaker immigration due to the economic situation slightly reduced the pressure. In 2025, office-to-residential conversion projects in urban centres gained momentum - they helped to counteract the housing shortage. At the same time, demand for office space declined due to gloomy economic expectations. The persistently low interest rate environment once again channelled a lot of capital into property investments.





Investment activity/strategy

Assets invested by Ascaro amounted to 1.4 billion francs as of year-end. It is widely invested in Switzerland and abroad. In line with Ascaro’s strategic guidelines, foreign currency risks are hedged so that around 94 per cent of investments are held in Swiss francs as per the strategy.

Asset structure

Development of performance

The investment strategy in force since 1 January 2025 has been gradually implemented and is now somewhat riskier. The resulting expected return and risk values are optimally aligned with the long-term obligation structure and are optimised for financial stability.


By asset class, around 9 per cent was invested in liquidity at the end of 2025, 30 per cent in bonds, 24 per cent in equities and 37 per cent in real estate.


In this market environment, Ascaro generated a return of 5.40 per cent. In the context of the published benchmarks, the return on assets is slightly below that of the "UBS Pension Fund Performance" (5.81 per cent), but above the "Pictet BVG 2015-25" index (3.59 per cent), which is close to our positioning. The average annual return over the last 10 years is an attractive 4.35 per cent.


Technical bases, coverage ratio and interest on savings capital

After the Board of Trustees lowered the technical interest rate to 1 per cent in the previous year, no further adjustment is currently required. The technical interest rate specifies what long-term capital gains can be expected, in order to be able to finance the pensions. The interest rate depends on the expected performance of the financial markets.


With the achieved return of 5.40 per cent, the coverage ratio rose to 115.98 per cent, compared to the previous year’s 113.53 per cent. Accordingly, the fluctuation reserves were strengthened by CHF 37.7 million, thereby increasing Ascaro's financial stability.


In view of the pleasing result, the Board of Trustees has decided to pay our active insured members an additional interest rate of 2.25 per cent. Together with the predetermined regulatory interest rate of 2.25 per cent, this results in a total interest rate on the savings capital of 4.50 per cent for 2025. 
Thanks to the consistently solid interest rates, we have been able to pay an average interest rate of 3.35 per cent on savings balances over the last ten years - a top value for our beneficiaries!


The Board of Trustees has set the interest rate on savings capital at 1.75 per cent in advance for 2026. This corresponds to half a per cent more than the BVG minimum interest rate set by the Federal Council for the new year. The interest rate at Ascaro applies to mandatory and extra-mandatory assets, even in the event of withdrawal or retirement during the year.



Development of the coverage ratio since 2016


Board of Trustees, commissions, head office

There were no changes to the Board of Trustees during the reporting period - but there were in 2026. After more than ten years of dedicated service, Markus Rüegsegger has announced that he will step down as employee representative in mid-2026. The new election will take place at the upcoming Delegates' Meeting on 23 April 2026. There will also be a new employer representative on the Board of Trustees, as Florian Rotzetter will be leaving due to a change of employment.


The Board of Trustees dealt with upcoming topics at four ordinary meetings and organised a workshop on insured risk benefits, while individual items of business were discussed and prepared in advance by the relevant specialist committees.

Actively insured persons and pensioners

Interest rate for actively insured persons

In the reporting year, the Board of Trustees also dealt intensively with the revision of the pension fund regulations, which came into force in their final form on 1 January 2026. It has been comprehensively modernised, clarified and streamlined in terms of content to reflect the growing importance of our foundation as a fully autonomous community institution in a competitive environment.


In organisational terms, 2025 was also characterised by healthy growth. The Foundation will welcome 500 new insured persons on 1 January 2026 - an increase that is in line with the strategy of "selective and sustainable growth". This further cemented the company's structural stability and strengthened the basis for its future ability to restructure.


Going forward

The year 2026 will be characterised by a changed political climate. The unpredictability of the US president in particular is increasing uncertainty on the international markets. At the same time, inflation, interest rate trends and geopolitical tensions remain key influencing factors.


But we are ideally positioned: The stable coverage ratio, continued risk discipline and focus on consistency and stability give us confidence. The Board of Trustees remains committed to its primary objective of securing pensions and financial solidity in the long term.


We would like to thank all our policyholders, employers and partners for their trust and excellent cooperation. In the new year, the Ascaro team will continue to work for the interests of its beneficiaries with prudence, expertise and commitment.


Bern, January 2026
Ascaro Vorsorgestiftung

Detailed

annual report