Bankowy OFE (Open Pension Fund) is aimed at having better results than weighted average rate of return for the entire sector of open pension funds. It is achieved while the investment risk is monitored strictly.
Among all open pension funds operating in the market, Bankowy OFE enjoys the lowest fluctuations around the average in 2008. The tables present total daily fluctuation of Bankowy's rate of return from the daily weighted average.
BANKOWY shows the lowest risk as related to the weighted average for every month in 2008 except May.
TOTAL DAILY FLUCTUATIONS FROM THE WEIGHTED AVERAGE
OFE | January-May 2008 | |
---|---|---|
1 | BANKOWY | 2,24% |
2 | ING NNP | 3,21% |
3 | Nordea | 3,61% |
4 | Commercial Union | 3,71% |
5 | AXA | 3,71% |
6 | Generali | 3,83% |
7 | Aegon | 3,86% |
8 | AIG | 4,08% |
9 | Allianz | 4,82% |
10 | Skarbiec Emerytura | 4,87% |
11 | Pocztylion | 5,15% |
12 | PZU Złota Jesień | 6,47% |
13 | WARTA | 6,68% |
14 | Pekao | 7,18% |
15 | Polsat | 14,01% |
Weighted average | 4,46% |
Therefore, Bankowy OFE was able to achieve a stable position in spite of a difficult situation in the investment market that has been observed for almost a year. Starting from June last year the Fund has regularly improved its position in monthly ranking list of the rates of return in comparison to the market.
RATES OF RETURN OF OPEN PENSION FUNDS IN 2008
OFE | January-May 2008 | |
---|---|---|
1 | Pocztylion | -4,04% |
2 | AIG | -4,19% |
3 | Nordea | -4,41% |
4 | AXA | -4,52% |
5 | Allianz | -4,71% |
6 | ING NNP | -4,90% |
7 | Bankowy | -4,94% |
8 | WARTA | -4,94% |
9 | Skarbiec Emerytura | -5,00% |
10 | Generali | -5,01% |
11 | Commercial Union | -5,16% |
12 | Pekao | -5,41% |
13 | Aegon | -5,47% |
14 | Polsat | -5,71% |
15 | PZU Złota Jesień | -5,76% |
Weighted average | -4,95% |