Page 27 - Turkinsurance Digital Magazine

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In the Private Pension System, the fund amount

of the participants in the first 7 months of 2024
exceeded 987 billion TL. In the first 6 months
of the year, stock funds were the fund group that

gave the most to its investors with a return rate
of 55.39 percent, while the fund group with the
highest occupancy rate was precious metals funds.

In the Individual Retirement System, the total fund size of participants
reached 987.6 billion TL by the end of the first seven months of 2024. In
the first half of the year, the funds that generated the highest proportional
returns were respectively: equity funds, mixed & flexible funds, fund of
funds, participation funds, precious metals, and fixed income instruments
funds.

The highest rate of return is in stock funds

When the first half performance of private pension funds, which aim to
provide profit to their investors in the long term, is analyzed, debt instru-
ments are 16.09 percent, precious metals 21.45 percent, fund basket funds
33.70 percent, money market funds 25.76 percent, participation funds
24.98 percent. , mixed & flexible funds yielded 35.67 percent and stock
funds 55.39 percent.

The stock funds with the highest rate of return had a return rate of 17.53
percent in the same period of the previous year. When examining the
monthly occupancy rates of equity funds, we observe that in January it
reached 2.75%, in February it was 3.25%, in March it was 3.33%, in
April it was 3.40%, in May it was 3.57%, and in June it reached 3.65%.

Flexible Mixed Funds provided a return of 35.67%

Participation funds, which provided a return of 33.83% to their partici-
pants in the first half of 2023, became the second fund group to offer the
highest percentage of returns in that period. The monthly occupancy rates

Monthly rate of return of fund groups in 2024 (%)

Fund June May April March February January
Mixed & Flexible Funds 3,80 5,31 6,98 2,47 5,16 7,66
Debt Instruments 2,90 1,90 0,95 4,12 3,99 1,29
Fund Basket Funds 4,12 4,07 4,77 4,61 5,79 6,42
Stock 4,16 7,41 12,71 1,12 7,30 13,58
Participation Funds 2,81 1,80 5,97 1,02 4,68 6,56
Precious Metals 1,69 -2,82 3,83 13,22 5,29 -0,73
Money Market 3,75 4,47 4,26 3,98 3,54 3,38

SOURCE:FİNNET