Returns
In-depth reporting on investment returns for our pension fund and asset management readers from IPE’s award-winning journalists
-
NewsAP4 leads Swedish buffer fund returns as forex hedging pays off
With legal obligation to protect against currency fluctuations, AP3, AP4 take weaker hit from krona strength than AP7
-
NewsSchroders, JP Morgan among US, UK winners in Swedish FTN’s biggest tender
Big ticket sizes was key in attracting the best asset managers for premium pension savers, Swedish agency says
-
NewsPBU’s new CIO vows to stick with investment strategy
Danish pension fund’s alternatives chief Johannes Bill Ladegaard takes over role previously held by Carsten Warren Petersen
-
NewsAP2 sees half the AP6 transition portfolio turning into cash in two years
Ahead of expansion, AP2 returns just 4.6% in 2025, citing currency effects
-
NewsKLP claims upper hand in Norway’s 2025 municipal pensions tenders
But independent municipal pension fund returns beat KLP over time, says lobby group, citing high equity allocations
-
NewsIcelandic pension fund returns shrink, Frjálsi cites flat domestic market
LSR says international equity portfolio performed strongly in 2025, while domestic bonds delivered solid yields
-
NewsFinnish pension fund majors benefit from surging domestic equities
Smallest pensions insurer, Veritas, beats Varma as well as Keva on 2025 returns with 8.7% gain after sticking with high equities exposure
-
NewsSwiss BVK faces political backlash over CHF384m centenary payout
The pension fund ended the latest financial year with a funding ratio of 113.6%, up from 109.3% a year earlier
-
NewsSwedish pensions sector warns against higher tax on pension capital
Increased tax on returns risks cutting scope for investments, lowering future pensions and pressuring public pension system, says lobby
-
NewsPrivate markets underpin Italian pension funds’ resilient returns
Italian pension funds’ private equity and debt investments delivered steady returns despite global market turbulence
-
NewsFull dollar hedge, US equities underweight shines ATP’s 2025 return
Danish statutory pension scheme admits being unable to maintain purchasing power of pensions
-
NewsSwiss public pension funds hit strongest funding levels in 25 years
Funding ratios surge as strong commodities, equities and gold returns bolster public pension balance sheets
-
NewsNegative 2025 returns for Dutch pension funds
Funding ratios rose, however, thanks to rising interest rates
-
NewsNorway’s SWF manager sees increased risk of AI correction
GPFG returns 15.1% in 2025, with equities and unlisted renewable energy infrastructure leading gains
-
NewsAustrian pension funds post solid 2025 returns ahead of upcoming reforms
However, average returns came in at 4.88%, down from 7.77% in 2024
-
NewsSweden’s Alecta thanks equities, forex hedging for 9.6% 2025 return
‘High degree’ of currency hedging protected value of pension giant’s foreign assets, says CIO Bernengo
-
NewsSwiss pension funds sail through index concentrations with positive returns
Swiss pension funds recorded an average performance of 5.9% last year, corresponding to investment returns of CHF70bn, says Complementa
-
NewsAkademikerPension blames weak 2025 partly on in-house equities transition
Danish pension funds post returns of up to 14% for last year, with US dollar hedging having been crucial for success, according to consultant
-
NewsDAX pension funding hits record 93% as liabilities shrink
Pension assets at DAX firms rose by €12bn, from €261bn to around €273bn year-on-year, despite a volatile year in financial markets
-
NewsAcademic paper shows financial uplift from ESG in private equity portfolios
Research shows how the integration of ESG factors into investments can improve earnings quality, reduce operational risk and increase enterprise value
