Page 31 - Turkinsurance Digital Magazine

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Average monthly return of pension funds compared to alternative investment tools (%)

2,83 3,17 2,69 3,09 3,03
1,60 1,40 1,29 1,15
0,53 0,83

-0,10 -0,09
-1,07
-1,86

in April, 4.01 percent in May, 4.08 percent in June, 4.11 per- January, 1.18 percent in February, 1.20 percent in March, 1.22
cent in July, 4.15 percent in August, 4.14 percent in September, percent in April, 1.23 percent in May, 1.26 percent in June,
4.12 percent in October, 4.11 percent in November ve 4.12 per- 1.28 percent in July and August, 1.26 percent in September,
cent in December. 1.24 percent in October, 1.22 percent in November and 1.21
percent in December.
Fun basket funds caused a loss of 1.47 percent
Stock funds caused the biggest loss for investors
Fund basket pension funds brought a return of 0.75 percent to
its investors during the first half of 2018; however, at the end Among alternative investment tools, producer price index
of the year, they caused a loss of 1.47 percent. Average annual brought the highest return with 38.54 percent; followed by USD
occupancy of fund basket funds was 0.75 percent. Monthly rates with 38.07 percent (according to the exchange rate of Central
were listed as follows: 0.74 percent in January, 0.75 percent in Bank), İstanbul Stock Exchange (BIST) Gold – TRY/Gram with
February, 0.76 percent in March, 0.77 percent in April, 0.74 36.66 percent, EUR with 32.55 percent (according to the ex-
percent in May, 0.75 percent in June, 0.74 percent in July, 0.75 change rate of Central Bank), Consumer Price Index with 21.62
percent in August, 0.74 percent in September and October, 0.73 percent, and BIST-KYD 1 Month USD Indicative Deposit Index
percent in November and 0.72 percent in December. TRY with 16.66 percent. On the other hand, BIST – Gold –
USD/Ounce caused a loss of 1.45 percent and BIST 100 caused
Stock funds caused the biggest loss for investors among pension a loss of 21.50 percent at the end of 2018. Except for these two
funds with a loss of 13.10 percent at the end of 2018. Average tools, all of the other alternative investment tools brought high-
annual occupancy rate of this fund group was 1.23 percent. Oc- er returns for their investors compared to pension fund groups.
cupancy rates per month were listed as follows: 1.16 percent in

Average occupacy rates of fund groups in 2018 (%)

5,14
4,12 4,08
3,35

1,23 1,23 0,75

Precious Metals Money Market Composite & Borrowing Participation Stock Funds Fund Basket Funds
Funds Funds Flexible funds Instruments Funds Funds