Page 29 - Turkinsurance Digital Magazine

29

Total returns of pension mutual funds against alternative investment
instruments in first quarter (%)

55,39

42,54
35,67 33,70
24,98 21,45 25,76 24,73 27,04 27,41
16,09 19,49
11,72
7,43 8,42

Stock
Debt Instruments
BIST 100
BIST - Gold - USD/Gram
Mixed & Flexible Funds Fund Basket Funds Participation Funds Precious Metals Money Market CBRT US Dollar CBRT Euro Consumer Price Index BIST - Gold - TL/Gram
KYD 1-Month Indicator Deposit Index TL
Producer Price Index

Retirement investment funds also provided returns money market funds 2.13%, and equity funds 4.22%.
against alternative investment instruments
In this period, the first half return of BIST – Gold-TL/Gram is
In the first half of the year, precious metals funds yielded an av- 27.04 percent, the return percentage of the CBRT Euro is 7.43,
erage monthly return of 2.04% against alternative investment in- the return percentage of the CBRT US Dollar is 11.72, the pro-
struments, while participation funds reached 2.17%, bond funds ducer price index is 19.49, the consumer the return percentage of
1.45%, hybrid & flexible funds 2.92%, fund of funds 2.78%, the price index was 24.73 and the return percentage of the KYD
1-month benchmark deposit index TL was 27.41.

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

33,70 21,45 27,04
55,39 11,72 7,43
16,09
35,67
24,73
24,98 44,33 25,76 42,54 19,49 45,26 27,41
33,83 32,83 38,12 41,61
17,80 17,53 12,62 10,85 4,54 19,77 14,82 8,42 9,73
6,56
Debt Instruments
BIST - Gold - USD/Gram
KYD 1-Month Indicator Deposit Index TL
Mixed & Flexible Funds Fund Basket Funds Participation Funds Precious Metals Money Market CBRT US Dollar CBRT Euro Consumer Price Index BIST - Gold - TL/Gram
Stock
Producer Price Index
BIST 100

2023 first half 2024 first half