Page 25 - Turkinsurance Digital Magazine

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Average monthly returns of pension mutual funds against

alternative investment instruments (%)

KYD 1-Month Indicator Deposit Index TL 0,64
BIST - Gold - USD/Gram 0,07
BIST - Gold - TL/Gram 1,99
Producer Price Index 3,61
Consumer Price Index 2,63
BIST 100 2,30
CBRT Euro 1,57
CBRT US Dollar 2,15
Money Market 0,64
Precious Metals 1,94
Participation Funds 1,89
Stock 2,23
Fund Basket Funds 0,70
Debt Instruments 1,17
Mixed & Flexible Funds 1,57

The performance of pension mutual funds 20.20 per cent, fund basket funds 8.30 per cent, money
funds against alternative investment market funds 7.88 per cent and stock funds 28.46 per cent.
instruments was measured In this period, the 1st half return of BIST – Gold-TL/Gram
is 25.70 per cent, the return percentage of the CBRT Euro is
In the year’s 1st half, precious metals funds provided an average 19.34, the return percentage of the CBRT US Dollar is 28.45,
monthly return of 24.96 per cent against alternative investment the producer price index is 51.43, the consumer, the return per-
instruments. In comparison, participation funds yielded 24.74 centage of the price index, was 35.64. The return percentage of
per cent, debt instruments fund 14.61 per cent, mixed & flexible the KYD 1-month benchmark deposit index TL was 7.92.

Comparison of total returns of pension mutual funds against alternative investment
instruments by years (%)

Name 2021 first half 2022 first half
Debt Instruments 9,36 14,61
Fund Basket Funds 8,65 8,30
Stock 1,60 28,46
Mixed & Flexible Funds 1,72 20,20
Participation Funds 5,81 24,74
Precious Metals 9,06 24,96
Money Market 8,39 7,88

CBRT US Dollar 18,59 28,45
CBRT Euro 15,06 19,34
BIST 100 -8,15 29,26
Consumer Price Index 8,45 35,64
Producer Price Index 22,04 51,43
BIST - Gold - TL/Gram 8,78 25,70
BIST - Gold - USD/Gram -7,18 0,53
KYD 1-Month Indicator Deposit Index TL 8,32 7,92