Returns – Page 7
-
News
P+, PBU and Nordea top Danish pension fund returns
Illiquid asset returns ‘modest’ in 2023, says Nikolaj Holdt Mikkelsen, blaming lack of write-downs the year before
-
News
PKBS adjusts investment policy to navigate interest rate volatility
To fend off interest rate volatility, PKBS cut the strategic quota it held in bonds
-
News
Profond returns 4.6% despite market volatility
The pension fund recorded a 4.6% return and a funding ratio of 107%
-
News
PFA expects positive 2024 returns after 2023’s bullish stance pays off
Largest Danish pension fund reports 12% customer return, praising its own ‘moderately positive’ equities tactics
-
News
Austrian funds’ assets return to growth to total €205bn
Assets managed by Austrian funds grew by 2.4%, or €4.9bn, year-to-date to €205.01bn, compared with €200bn recorded last year, according to FMA
-
News
Pension funds’ allocations to Spezialfonds remain ‘extremely weak’, says Kommalpha
Institutional investors only allocated €31bn net to Spezialfonds mandates at the end of the third quarter of 2023, down from €61bn in the same period last year
-
News
Austrian pension funds increase exposure to bonds
Pension funds returned 1.88% in the first nine months of 2023, and -1.34% in the third quarter of the year
-
News
VBV Vorsorgekasse returns 0.26% as it pursues prudent strategy
The scheme shifted to a more cautious investment strategy due to a persistently difficult and challenging market environment
-
News
Migros Pensionskasse’s returns stand below benchmark
It has returned 0.0% as of the end of October, against a 0.4% benchmark
-
News
German doctors’ scheme spots investment opportunities in energy infrastructure
‘We currently have more investment opportunities than available cash,’ says ÄVWL CEO Christian Mosel
-
News
ATP boasts that its strength allows 3% uprating, but for pensioners only
Manager of Denmark’s statutory scheme admits latest discretionary annual increase is well below the 10% inflation Danes had to cope with in 2022
-
News
Germany’s Growth Fund raises €1bn with Allianz, BlackRock, Generali backing
Over 20 institutional investors allocated capital to the fund, investing in German and European venture capital and venture debt funds
-
News
German open-ended Spezialfonds see ‘significantly lower’ inflows, says BVI
Net inflows of open-ended Spezialfonds totalled €27.4bn at the end of Q3 2023, down from €51.71bn recorded in the same period last year
-
News
Swiss pension funds’ alternatives achieve better returns at higher costs
Last year best-performing pension funds invested 10.2% in alternatives compared with 5.6% invested by the worst-performing, says Swisscanto
-
News
Local Pensions Partnership Investments delivers £153.2m in savings since launch
The pool is on track to deliver £200m in savings by 2025
-
News
KLP posts Q3 loss after NOK6bn property write-down
Norwegian pensions major says competitive situation stable, despite losing two municipal clients
-
News
BT Pension Scheme sees assets drop despite improved funding position
The scheme’s deficit dropped to £3.7bn in 2023 compared with £8bn in 2020, while its liabilities also declined to £41bn in 2023 compared with £51.28bn in 2022
-
News
Varma picks Ortec for performance management software
Finnish pensions heavyweight says Ortec product gives better understanding of sources of value
-
News
Austrian pension funds to lose 7.5% in asset value due to climate risks
The result of this year’s stress test is an improvement from last year’s test showing a 10% loss in asset value
-
News
PFA predicts late-year boost for stocks as interest rates stabilise
Danish pensions giant still has ‘good exposure’ to tech’s big-seven stocks, and banks and pharma, says Choi Danielsen