Returns
How did these developments affect returns* in the third quarter of 2024? This is shown for each investment profile below.
The differences in returns between the investment profiles are due to different ratios of equities to fixed-income securities, such as bonds and mortgages. Past performance is no guarantee of future results. Nevertheless, we wish to offer a wider context be stating our average annual returns over longer time periods (3 and 8 years).
- The returns shown are calculated to the end of September 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."