Return – PFA Invests

Here you can follow the return on our investment profiles in PFA Invests.

With PFA Invests, you select an investment profile (A, B, C or D) that determines how your savings should be invested. The investment profile reflects the level of risk connected to the investment of your savings. Profile A has the lowest level of risk, and profile D the highest. Below, you can see the return on each profile illustrated with different time horizons until retirement.

The illustrations below show two different rates of return:
  • Customer return: The return generated by the investments in the investment profile including Individual CustomerCapital.
  • Investment return: The return generated by the investments in the investment profile. Individual CustomerCapital is not included in the investment return.

The below figures are based on standard assumptions and will therefore deviate from the specific return that will be added to your plan as the return on your plan depends on your payments, payouts etc. You can see the return that will be added to your own savings at My PFA.

The illustrated rates of return are calculated based on the following assumptions:

  • If Individual CustomerCapital is included in the calculation, it is included with a share of 5 % of the savings from the beginning of the period. It is then rebalanced every six months (30 June) and is included with the historical or expected interest on Individual CustomerCapital
  • The distribution between the High-risk and Low-risk funds matches the distribution of the selected profile at the beginning of the period and is then rebalanced every six months (30 June). For instance, investment profile C starts with 75 % in the High-risk fund and 25 % in the Low-risk fund
  • Any payments or payouts to/from 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 of 2018) as retirement approaches
  • Payout protection cover is not included.

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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  • Change view
Profile A
Profile B
Profile C
Profile D

Return [year] [month], per cent

Last updated [date]
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  • Change view
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.