Page 32 - Turkinsurance Digital Magazine

32 pension outlook

Pension Investment Fund Occupancy Rates For The First Half Of 2025 (%)

Fund of Funds June May April March February January

Mixed & Flexible Funds 6,68 6,61 6,54 6,51 6,32 6,22

Fixed Income Securities 3,37 3,40 3,58 3,59 3,68 3,52

Fund of Funds 4,33 3,66 3,96 5,55 4,78 4,85
Equity 2,92 3,02 3,14 3,33 3,89 3,91

Participation Funds 1,37 1,34 1,30 1,38 1,38 1,36

Precious Metals 12,99 12,85 12,85 12,49 12,24 11,85

Money Market 16,10 15,05 13,34 12,21 11,86 10,79

Debt Instruments Funds Had the Third Highest Return March, -0.17% in April, 3.89% in May, and 6.68% in June.

In the first half of the year, debt instruments funds ranked as the Participation Funds Yielded a Return of 14.89%
third highest-returning fund group. While their return rate was Participation funds had provided a return of 12.62% to partici-
33.70% in the first half of 2024, this figure stood at 17.29% pants in the first half of 2022. This figure rose to 24.98% in the
in the first half of 2025. The monthly occupancy rates of debt first half of 2024. In the first half of 2025, the return rate stood
instruments funds were recorded as follows: 3.49% in January, at 14.89%. When examining the occupancy rate of participation
2.07% in February, 0.35% in March, 2.12% in April, 3.52% in funds, it increased from 1.93% in January to 5.20% in June.
May, and 4.67% in June. Mixed flexible funds provided a return of 12.33% to participants
in the first half of 2025. The occupancy rate of mixed flexible
Fund basket funds, on the other hand, provided participants with funds rose from 4.26% in January to 7.84% in June.
a return of 15.97% in the first half. Their monthly occupancy
rates were 4.29% in January, -0.36% in February, 0.77% in

Total returns of pension investment funds in the first half of the year
compared to alternative investment instruments (%)

BIST-KYD 1-Month Benchmark Deposit Index (TL) 27,41
BIST – Gold – USD/Ounce 8,42
BIST – Gold – TL/Gram 27,04
Producer Price Index (PPI) 19,49
Consumer Price Index (CPI) 24,73
BIST 100 42,54
CBRT – Euro (Central Bank of Türkiye – Euro) 7,43
CBRT – USD (Central Bank of Türkiye – US Dollar) 11,72
Money Market 25,76
Precious Metals 21,45
Participation Funds 24,98
Equity 55,39
Fund of Funds 33,70
Fixed Income Securities 16,09
Mixed & Flexible Funds 35,67