Returns - PFA Invests

Returns – PFA Invests

Year after year, PFA generates some of the highest returns within the pension industry. Here you can follow the return on our investment profiles.

With PFA Invests, you select an investment profile that determines how your savings should be invested. The investment profile reflects how high a risk PFA undertakes when investing your savings.

The illustrations below show two different rates of return:
  • Customer return: The return that is added to your savings. In this, Individual CustomerCapital is included.
  • Investment return: The return generated by the investments in the investment profile. Individual CustomerCapital is not included in the investment return.

The below returns are based on standard assumptions and will therefore deviate from the specific return that will be added to your plan. You can see the return that will be added to your own savings at My PFA.

The returns illustrated below are calculated on the basis of, among other things, the following assumptions:

  • Where Individual CustomerCapital is linked to the plan, it will amount to 5% of the savings over the entire displayed period (rebalanced every six months) as well as the past or expected return for Individual CustomerCapital
  • The distribution between high-risk and low-risk funds is fixed during the displayed period (rebalanced every six months)
  • Any payments or payouts etc. on the pension plan during the period will not be taken into account
  • The individual investment profiles A-D are using a new gradual reduction model as retirement approaches
  • Payout protection cover is not included

At the bottom of the page, you can read more about the risk associated with the various investment profiles.

Afkast       

Customer Return

Return [year] YTD

Last updated [date]
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Profile A
Profile B
Profile C
Profile D

Return [year] [month], per cent

Last updated [date]
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All
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec

Return [year], per cent

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Accumulated return latest [years count] years: [years interval], per cent

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*) PFA Plus was launched in mid-2009 and has replaced PFA Sammensætter (PFA Selects) as the recommended life cycle product. The actual returns for PFA Sammensætter (PFA Selects) have therefore been used for 2006-09. Only Profile C is illustrated.

Investment Return

Return [year] YTD

Last updated [date]
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Profile A
Profile B
Profile C
Profile D

Return [year] [month], per cent

Last updated [date]
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All
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec

Return [year], per cent

?
  • Change view

Accumulated return latest [years count] years: [years interval], per cent

?
  • Change view

*) PFA Plus was launched in mid-2009 and has replaced PFA Sammensætter (PFA Selects) as the recommended life cycle product. The actual returns for PFA Sammensætter (PFA Selects) have therefore been used for 2006-09. Only Profile C is illustrated.

Risk information
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Risk information

Low Return Low Risk High Return High Risk
Profile:
years until retirement:
Risk: