Key performance indicators

The Foundation at a glance 

6.1%

Conversion rate
in 2024

2%

Actuarial interest LOB 2020 P

31.12.2023

106.0%

Coverage ratio

30.09.2024

6.50%

Investment performance

30.09.2024

1.25%

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 30.09.2024 
Affiliated companies 1 560
Active insured members 25 000
Pensioners 2 596
Total active insured members + pensioners27 596