Assets performance

OUR PERFORMANCE IS BASED ON AN ASSET ALLOCATION STRATEGY THAT MEETS OUR REQUIREMENTS IN TERMS OF RETURNS, RISK DIVERSIFICATION AND SUSTAINABILITY..

The performance of our portfolio is our main concern. Our goal: controlled and sustainable net returns. To achieve this we have established a diversified investment strategy based around three fundamental and complementary pillars: real estate, shares, and alternative and bond investments.

This allocation strategy enables us to meet our commitments on a long-term basis while securing our pension funds and, consequently, the robustness of the Foundation.
Go to a summary of our performance levels against the benchmark, from 2008 to today, detailed on a monthly basis.

Past performances

Assets performance 1

Performances in 2019

Assets performance 2

These figures are provided by our managers and the custodian bank.
They are unaudited indicative figures and are therefore subject to variation.
Presenting them during the course of the year does not create a contractual commitment on our part.
The portfolio includes bank holdings and real estate assets.
The index presented is the LPP25 for 2nd pillar occupational pension schemes.

See also

Indicative performances in 2018

Assets performance 3

These figures are provided by our managers and the custodian bank.
They are unaudited indicative figures and are therefore subject to variation.
Presenting them during the course of the year does not create a contractual commitment on our part.
The portfolio includes bank holdings and real estate assets.
The index presented is the LPP25 for 2nd pillar occupational pension schemes.

Indicative performances in 2017

Assets performance 4

These figures are provided by our managers and the custodian bank.
They are unaudited indicative figures and are therefore subject to variation.
Presenting them during the course of the year does not create a contractual commitment on our part.
The portfolio includes bank holdings and real estate assets.
The index presented is the LPP25 for 2nd pillar occupational pension schemes.

Indicative performances in 2016

Assets performance 5

These figures are provided by our managers and the custodian bank.
They are unaudited indicative figures and are therefore subject to variation.
Presenting them during the course of the year does not create a contractual commitment on our part.
The portfolio includes bank holdings and real estate assets.
The index presented is the LPP25 for 2nd pillar occupational pension schemes.

Indicative performances in 2015

Assets performance 6

These figures are provided by our managers and the custodian bank.
They are unaudited indicative figures and are therefore subject to variation.
Presenting them during the course of the year does not create a contractual commitment on our part.
The portfolio includes bank holdings and real estate assets.
The index presented is the LPP25 for 2nd pillar occupational pension schemes.

Indicative performances 2014

Assets performance 7

These figures are provided by our managers and the custodian bank.
They are unaudited indicative figures and are therefore subject to variation.
Presenting them during the course of the year does not create a contractual commitment on our part.
The portfolio includes bank holdings and real estate assets.
The index presented is the LPP25 for 2nd pillar occupational pension schemes.

Indicative performances in 2013

Assets performance 8

These figures are provided by our managers and the custodian bank.
They are unaudited indicative figures and are therefore subject to variation.
Presenting them during the course of the year does not create a contractual commitment on our part.
The portfolio includes bank holdings and real estate assets.
The index presented is the LPP25 for 2nd pillar occupational pension schemes.

Indicative performances in 2012

Assets performance 9

These figures are provided by our managers and the custodian bank.
They are unaudited indicative figures and are therefore subject to variation.
Presenting them during the course of the year does not create a contractual commitment on our part.
The portfolio includes bank holdings and real estate assets.
The index presented is the LPP25 for 2nd pillar occupational pension schemes.

Indicative performances in 2011

Assets performance 10

These figures are provided by our managers and the custodian bank.
They are unaudited indicative figures and are therefore subject to variation.
Presenting them during the course of the year does not create a contractual commitment on our part.
The portfolio includes bank holdings and real estate assets.
The index presented is the LPP25 for 2nd pillar occupational pension schemes.

Indicative performances in 2010

Assets performance 11

These figures are provided by our managers and the custodian bank.
They are unaudited indicative figures and are therefore subject to variation.
Presenting them during the course of the year does not create a contractual commitment on our part.
The portfolio includes bank holdings and real estate assets.
The index presented is the LPP25 for 2nd pillar occupational pension schemes.

Indicative performances in 2009

Assets performance 12

These figures are provided by our managers and the custodian bank.
They are unaudited indicative figures and are therefore subject to variation.
Presenting them during the course of the year does not create a contractual commitment on our part.
The portfolio includes bank holdings and real estate assets.
The index presented is the LPP25 for 2nd pillar occupational pension schemes.

Indicative performances in 2008

Assets performance 13

These figures are provided by our managers and the custodian bank.
They are unaudited indicative figures and are therefore subject to variation.
Presenting them during the course of the year does not create a contractual commitment on our part.
The portfolio includes bank holdings and real estate assets.
The index presented is the LPP25 for 2nd pillar occupational pension schemes.