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 calculated to the end of September 2022. • The returns shown are net of fund charges but exclude investment administration fees charged by the Employee Pension. • 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 this year, but in which a.s.r. does not invest a lot or at all. Such as the arms industry or the oil sector. 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 September 2022. • This table shows the average annual returns of the investment schedules corresponding to the investment profiles and ages indicated for the specified period.
The returns shown on this page have been compiled by a.s.r. with due care. No rights may be derived from this information.