PFA Plus and PFA Climate Plus asset allocation

Here, you can see how PFA invests your pension savings in relation to your investment profile and the number of years before you retire. By entering your profile, age and retirement age, you can see the allocation graphically. You can also see the asset mix in the underlying funds as well as an example of a customer with payout protection cover.
Under ”Detailed asset allocation”, you can also see the strategic and actual distribution of assets in the investment profiles based on the 10 asset classes determined by Insurance & Pension Denmark.

PFA Pension can at any time and without notice adjust the distribution between the High-risk and Low-risk funds and in the asset mix of the underlying funds.

The data is stated as at 02.06.2020 unless otherwise noted.

Example: Asset allocation for a customer with payout protection cover (Profiles A and B only)

The strategic distribution of assets reflects PFA’s overall investment strategy, which is revised annually. The actual asset allocation provides a snapshot of the asset allocation on the investment profile.

CustomerCapital is not included in the distribution, but, in terms of risk, it is placed in the asset class Global Equity. Read more about CustomerCapital and see your exact share of CustomerCapital at My PFA.


 

PFA Optional asset allocation

Below, the strategic and actual investment distribution for PFA Optional, with 100% in PFA Plus, is illustrated based on 10 asset classes fixed by Insurance & Pension Denmark. The data is shown in intervals of 5 %.
Choose the high/low distribution ratio at the top of the table to see the distribution. You can see your actual distribution between the high-risk and low-risk fund at My PFA

The strategic distribution of assets reflects PFA’s overall investment strategy, which is revised annually. The actual asset allocation provides a snapshot of the asset allocation on the investment profile. The strategic distribution applies for 2020. The actual distribution has been calculated as at: June 2nd, 2020.

CustomerCapital is not included in the distribution, but, in terms of risk, it is placed in the asset class Global Equity. Read more about CustomerCapital and see your exact share of CustomerCapital at My PFA.

Average Interest Rate asset allocation

Below, the strategic and actual distribution of assets within the four interest rate groups in the average interest rate environment is listed. The assets are distributed among 10 asset classes fixed by Insurance & Pension Denmark.

View your interest rate group at My PFA

The strategic distribution of assets reflects PFA’s overall investment strategy, which is revised annually. The actual asset allocation provides a snapshot of the asset allocation on the investment profile. The strategic distribution applies for 2020. The actual distribution has been calculated as at: 31 December 2019.

CustomerCapital is not included in the distribution, but, in terms of risk, it is placed in the asset class Global Equity. Read more about CustomerCapital and see your exact share of CustomerCapital at My PFA.