Returns
How did these developments affect returns* in the second quarter of 2024? This is shown for each investment profile below.
Last quarter, we saw the ASR Pensioen Mixfondsen underperform its benchmark. A significant part of this was due to the performance of the ASR Wereldwijd Impact Aandelen Fund. More specifically, as a result of the price declines of Alfen (energy storage and charging points) and SolarEdge (energy systems) that are part of this investment fund. The focus of the ASR Wereldwijd Impact Aandelen Fund is on sustainable business models that we expect to outperform in the longer term.
- The returns shown are calculated to the end of June 2024.The returns shown are calculated to the end of March 2024.
- The returns shown are net of fund costs but exclude investment administration fees charged by a.s.r.
- The benchmarks for our investment profiles are composed proportionally.
- The long-term returns show the average annual returns of the investment schedules corresponding to the investment profiles and ages indicated for the specified period.
*The above returns apply to all defined contribution (DC) schemes with a.s.r. investments, except those of the Do-it Pension, as this product uses a different investment mix.
“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."