Page 76 - 2013GR_ING
P. 76
Individual Pension System 2013 Progress Report
2 - Pension Mutual Funds and State Contribution Funds
Returns of Pension Mutual Funds in 2013 according to G.17
Fund Groups and Founder
Ratio (%)
15
10
5
0
-5
-10
-15
-20
AEG - ANG
AND - ATK
AXA - HEK
GRN - GHD
HLK - HHK
ING - IEB
MET - MHK
VKF - VEK
VKF - VGB
ALY - AMA
ALY - AMB
ALZ - AZK
ALZ - AZA
AND - HS1
AND - AH1
AND - AG1
AND - AHC
AVI - AE2
AVI - AEK
AVI - AVK
CRD - BPF
CRD - BPG
ERG - EIG
FNS - CHK
GRN - GHF
GRN - GKB
GRN - GEK
GRP - BEK
GRP - BGK
ING - IEG
MET - MHG
VKF - VGD
VKF - VEC
ZRT - ZHG
AEG - ANS
ALY - ALI
ALY - AEU
ALY - ALH
ALZ - AZH
AND - AH5
AND - AG3
AND - AHB
ASY - AGH
AVI - AEB
AVI - AVH
AVI - AEH
AXA - HES
CRD - BPH
ERG - EIH
FNS - CHH
GRN - GEH
GRN - GEG
GRN - GHH
GRP - BBH
GRP - BEH
HLK - HHB
ING - IEH
MET - MHH
VKF - VEH
ZRT - ZHB
AEG - ANY
AEG - ANE
ALY - ALS
ALY - AGL
ALY - APG
ALY - ALU
ALY - AEN
ALY - AMH
ALY - AMN
ALZ - AZY
ALZ - AZB
AND - AH9
AND - AH8
AND - ATE
AND - AGE
AND - AH0
AND - AG4
AND - ABE
AND - AHL
ASY - AGB
ASY - AGG
ASY - AGM
AVI - AVY
AVI - AVP
AVI - AEG
AVI - AVD
AVI - AE3
AVI - AVE
AXA - HEB
ERG - EHG
ERG - EIE
ERG - EIY
FNS - CHN
FNS - CGE
GRN - GHE
GRN - GEA
GRN - GEF
GRN - GED
GRN - GHT
GRP - BEE
GRP - BGE
HLK - HHE
ING - IEK
ING - IEF
ING - IEA
ING - IEE
MET - MHY
MET - MHE
VKF - VGE
VKF - VES
VKF - VEB
VKF - VEY
VKF - VEA
VKF - VEE
ZRT - ZHE
ZRT - ZHA
STD Gov't Bonds Stock Flexible
and Bills (TL)
Weighted average return of fund groups, are calculated by weighting with daily asset values of fund.
STD: Standard Fund Group
The funds offered to public in 2013 are excluded from the calculations
STD fund category is included funds that transform from government bonds (TL) to Standard
Returns of fund groups not depicted in the above chart can be found at http://www.egm.org.tr/bes2013gr/bes2013_fonget.pdf
The table below shows 2013 returns and 2013 benchmark returns by companies, fund groups and sectors. Fund group returns of the
companies and benchmark returns are calculated by weighting daily returns with daily net asset values. Rates indicated in the table
represent companies, fund groups and sector returns.
The Company, Fund Group and Sectoral 12 Month Returns T.6
(Fund Group and Fund Group Benchmark Returns)
Gov't Bonds Flexible Stocks Gov't Bonds International Liquid Standard All
(%) (%) Funds
Pension Company and Bills (%) and Bills (%) (%)
(%)
(TL) (%) (FX) (%)
Aegon Emeklilik ve Hayat A.Å. -0.69 0.12 -10.60 8.25 14.32 5.16 1.15 -0.57
Allianz Hayat ve Emeklilik A.Å. 0.35 0.89 -15.03 3.48 21.31 5.19 -0.69
Allianz YaÅŸam ve Emeklilik A.Å. -0.64 -0.12 10.67 59.13 5.37 -0.05
Anadolu Hayat Emeklilik A.Å. -2.84 -9.26 34.87 5.13 3.22 -1.62
Asya Emeklilik ve Hayat A.Å. 0.87 3.40 -12.86 12.62 23.09 3.54
Avivasa Emeklilik ve Hayat A.Å. -2.75 8.69 5.80 -0.72
Axa Emeklilik ve Hayat A.Å. -1.51 -3.59 4.74 6.76 13.95 4.40 -0.88 -3.76
Cardif Emeklilik ve Hayat A.Å. -5.31 0.72 -12.25 5.19 -0.88
Cigna Finans Emeklilik ve Hayat A.Å. -0.51 -10.88 -11.95 15.70 18.94 5.17 -6.32
Ergo Emeklilik ve Hayat A.Å. -1.20 -4.02 3.54 27.20 5.28 -1.87
0.60 -1.08 -5.73 5.98 -2.36 -1.21
Garanti Emeklilik ve Hayat A.Å. -2.04 -6.91 10.97 5.59 0.28
Groupama Emeklilik A.Å. 0.56 -1.24 -11.10 8.99 4.81 1.06 0.10
Halk Emeklilik A.Å. 2.20 0.45 -9.66 5.32 1.38 0.90
ING Emeklilik A.Å. 0.63 3.04 -9.70 8.66 5.10 1.50 1.62
Metlife Emeklilik ve Hayat A.Å. -1.58 -1.38 -11.28 7.66 5.23 0.52 -0.29
Vakıf Emeklilik A.Å. -0.32 -1.83 -7.40 8.95 5.54 -0.06
Ziraat Emeklilik ve Hayat A.Å. -1.45 -12.18 8.10 5.52 0.39 -0.76
-14.15
Sector -12.77
-10.99
Average returns the fund groups are calculated by weighting with daily asset values of funds (Light - colored bars)
Average returns of the benchmark retuns of the fund groups are calculated by weighting with daily asset values of their benchmarks (Dark-colored bars)
As a founder of Fiba Emeklilik ve Hayat A.Å’s funds offered to public in 2013 are excluded from table
Some of flexible funds are not suitable for benchmarking. For this reason sectoral returns of flexible funds are not calculated.
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