Our returns
How did these developments affect the returns for the Employee Pension? This is shown below for each investment profile.
Read how do we deal with the negative returns and a.s.r. investment profiles.
• The returns shown are after deduction of fund costs but not including a.s.r.’s Employee Pension costs charged for investment administration. • The benchmarks for our investment profiles are composed proportionately.
As you can see, there is a difference in return versus the benchmark. This is caused by certain industries or sectors, which yielded positive returns in the past quarter because of the war, but in which a.s.r. does not invest a lot or at all. Such as the arms industry or fossil fuels. Our SRI policy focuses on the long term, and as such we invest in industries and sectors that make a positive contribution in our view.
“Past performance is no guarantee of future results. Nevertheless, we aim to offer more insight by also showing average annual returns measured over a longer period of time."
• The returns shown are calculated to the end of June 2022. • This table shows the average annual returns of the investment profiles for the specified period. The asset mix and performance of the four years preceding the specified age are included in the calculation of this average annual return.
The returns shown on this page have been compiled by a.s.r. with due care. No rights may be derived from this information.