Page 28 - Turkinsurance Digital Magazine

26 pension outlook

Total annual return of pension mutual funds compared to alternative

29,69 28,54 investment tools (%)

17,59

11,03
8,95 8,37 8,20 7,74 7,63 7,05 6,82 6,21 5,26 4,73

Hisse Senedi BIST 100 Fund Basket Producer Balanced & TCMB EUR Participation BIST - Consumer BIST - Precious Debt Money KYD 1
Funds Price Index Flexible Funds XAU/USD Price Index GAU/TRY Metals Instruments Market Month
Funds Funds Funds Indicative
Deposit
Index TRY

In terms of monthly average returns, most profitable funds of BIST100 was the most profitable alternative investment tool of
2017 were respectively listed as follows: stock funds with a re- 2017 on an annual basis. BIST100 brought a total annual return
turn of 2.51 percent, fund-basket funds with 1.50 percent, pre- of 28.54 percent, compared to the 11.03 percent increase of the
cious metals funds with 1.17 percent, balanced and flexible funds Producer Price Index. During this term, Euro increased by 8.37
with 0.92 percent, participation funds with 0.81 percent, money percent, XAU/USD by 7.74 percent. Moreover, Consumer Price
market funds with 0.78 percent and debt instrument funds with Index went up by 7.63 percent, GAU/TRY by 7.05 percent, De-
0.73 percent. posit Index by 4.73 percent. On the contrary, TMCB USD lost
value by 0.70 percent compared to the previous year.
“BIST100 was the most profitable
alternative investment tool of 2017 with “4 pension fund groups brought real returns

an annual return of 28.54 percent, and a during 2017”
monthly average return of 2.33 percent”

Monthly average return of pension mutual funds compared to
alternative investment tools (%)

2,51
2,33
1,96
1,71
1,50 1,44 1,30
1,17
1,11
0,92 0,81 0,78 0,77 0,73

-0,39