Key performance indicators

The Foundation at a glance 

6.0%

Conversion rate
in 2025

2%

Actuarial interest LOB 2020 P

31.12.2024

105.2%

Coverage ratio

31.12.2024

7.46%

Investment performance

31.12.2024

3.25%

Interest rate without splitting 

Our management reports 

The Patrimonia Foundation makes its various management reports available on a regular basis. 

Management reports (annual) 

Investment management reports (monthly) 

Sustainability reports 

Changes in the number of affiliated companies 

The following chart shows the changes in the number of affiliated companies in the Patrimonia Foundation since 1998. 

Category Number as at 31.12.2024 
Affiliated companies 1 545
Active insured members 25 655
Pensioners 2 646
Total active insured members + pensioners28 301