Page 23 - Turkinsurance Digital Magazine

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At the end of the first 7 months of 2022, the fund size of the
participants in the Private Pension System increased by 67.21
per cent compared to the 1st half of 2021, from 171.7 billion
TL to 287.1 billion TL. In the 1st half of the year, the funds with
the highest proportional gain are respectively; stocks, precious
metals, participation funds, mixed & flexible funds, debt instru-
ments, fund basket funds, and money market.

The highest rate of return is in stock
funds

When the 1st half performance of private pension funds, which
aim to profit their investors in the long term, is analysed, debt
instruments are 14.02 per cent, precious metals 23.24 per cent,
fund basket funds 8.45 per cent, money market funds 7.63 per
cent, participation funds 22.70 per cent. Mixed & flexible funds
yielded 18.84 per cent and stock funds 26.74 per cent.

The stock funds with the highest rate of return had a return rate
of 1.60 per cent in the same period of the previous year. When
we examine the monthly occupancy rates of stock funds, we ob-
serve that the occupancy rate reached 1.70 per cent in January,
1.74 per cent in February, 1.80 per cent in March, 1.67% in
April, 1.67 per cent in May and 1.70 per cent in June.

Precious metals funds returned 23.24 per
cent

Participation funds, which provided a return of 9.06% to their
participants in the 1st half of 2021, became the second fund
group that provided the highest returns to their participants in
the 1st half of 2022. The monthly occupancy rates of partici-
pation funds, which yield 23.24 per cent, are 8.44 per cent in

Monthly rate of return of fund groups in 2022 (%)

Fund June May April March February January
Mixed & Flexible Funds 0,49 3,01 5,21 6,53 0,00 3,61
Debt Instruments -1,52 6,00 0,88 5,92 1,35 1,37
Fund Basket Funds -2,45 6,82 -0,36 5,94 -2,97 1,48
Stock -3,93 5,21 7,44 14,79 -2,91 6,14
Participation Funds 0,56 4,45 3,63 8,69 1,63 3,74
Precious Metals -0,05 7,42 -0,26 7,95 9,08 -0,91
Money Market 1,33 1,09 1,43 1,30 1,19 1,30
SOURCE:FİNNET