Page 25 - Turkinsurance Digital Magazine

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At the end of 2021, the fund size of the participants in the May, 38, 1.34 percent in June, 1.36 percent in July, 1.40
Private Pension System increased by 49.9 percent com- percent in August, 1.41 percent in September, 1.45 per-
pared to the end of 2020, from TL 137 billion 93 million cent in October, 1.57 percent in November and It reached
to TL 205 billion 573.5 million. At the end of the year, the 1.64% in December.
funds with the highest proportional gain are respectively;
precious metals, stock funds, debt instruments, fund bas- Debt instruments became the 3rd most
ket funds, participation funds, mixed & flexible funds and profitable fund group
money market funds.
The third group of funds that provided the most returns at
The highest rate of return is in precious the end of the year was the borrowing instruments funds.
metals funds The rate of return on debt instruments funds was seen as
22.46 percent in 2020. The monthly occupancy rates of
Analyzing the year-end performance of private pension debt instruments funds, which yield 43.37 percent at the
funds that aim to provide long-term profit to their inves- end of 2021, are 3 percent in January, 2.99 percent in
tors, precious metals funds provided a return of 66.90 per- February, March and April, 3 percent in May, 3.06 per-
cent to their participants in 2021. The rate of return of cent in June, and July. It was seen as 3.07 percent in Au-
precious metals funds in the same period of the previous gust, 3.03 percent in August, 3.04 percent in September,
year was 53.72 percent. When we examine the monthly 3.11 percent in October, 3.12 percent in November and
occupancy rates of precious metals funds, we observe that 3.30 percent in December.
the occupancy rate is reached 7.84 percent in January,
7.79 percent in February, 7.86 percent in March, 8.01 Fund basket pension mutual funds provided a return of
percent in April, 8.08 percent in May, and June. 8.11, 42.44 percent to their participants at the end of the year.
8.17 percent in July, 8.19 percent in August, 8.16% in The occupancy rates of fund basket funds, which were seen
September, 8.11 percent in October, 8.21 percent in No- as 26.03 percent in the same period of the previous year,
vember, 8.28 percent in December. were 0.68 percent in January, 1.18 percent in February,
1.83 percent in March, 2.53 percent in April, 3.11 per-
Equity funds delivered a 44.94 per cent cent in May, 4.16 percent in June, 5.55 percent in July,
return 9.35 percent in August, 6.09 percent in September, 6.15
percent in October, November reached 6.36 percent in the
same period and 6.69% in December.
Equity funds that provided a 32.80 percent return to their
participants at the end of 2020 became the second group
of funds that provided the highest percentage of return to A 27.05 percent return on participation
their participants at the end of 2021. The monthly occu- funds
pancy rates of stock funds with a return of 44.94 percent
were 1.34 percent in January, 1.37 percent in February, Participation funds also provided a return of 27.05 per-
1.38 percent in March, 1.37 percent in April, 1 percent in cent to their participants at the end of 2021. The occu-

Monthly rate of return of fund groups in 2021 (%)
Fund December November October September August July June May April March February January
Mixed & Flexible Funds 0,92 8,21 2,80 -0,26 2,55 1,47 1,27 1,85 2,56 -4,11 0,02 0,26
Debt Instruments 0,92 22,12 4,33 2,20 0,66 -0,90 2,74 3,41 2,64 1,00 -0,06 -0,65
Fund Basket Funds 2,63 17,77 6,33 -0,02 1,47 0,54 0,23 2,68 1,76 3,10 -0,83 1,48
Stock 3,26 19,80 7,96 -1,42 5,56 2,65 -1,85 3,42 1,76 -1,60 0,23 -0,27
Participation Funds 1,91 9,66 3,88 0,40 1,34 1,66 -0,87 0,98 1,20 1,96 0,75 1,68
Precious Metals 1,09 36,59 10,01 2,28 -2,25 0,77 -4,69 10,36 3,65 7,26 -3,61 -3,26
Money Market 1,01 1,30 1,43 1,45 1,49 1,52 1,45 1,40 1,56 1,29 1,23 1,19
Source: Finnet