Returns
In-depth reporting on investment returns for our pension fund and asset management readers from IPE’s award-winning journalists
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NewsSwedish funds agency plans launch of €2.7bn healthcare/biotech tender
FTN says comparative returns data for first tracker procurement shows premium pension reform set to deliver average 0.5% point higher returns
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AnalysisEuropean pension funds report mixed results
Denmark’s ATP posts stellar results, while pension funds in the Netherlands were hit by underperforming interest rate hedges
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NewsUK asset owners dismiss ESG backlash as stewardship seen to boost returns
Stewardship is seen as financially meaningful and effective, even as ESG issues grow more complex and contested
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NewsGermany’s VZB claims previous investments were ‘unlawful’
The German pension fund for dentists is attempting to claw back damages against its €1.1bn loss
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NewsAlecta outpaces AMF returns, says overhaul has made it safer
Equities gains boost Swedish occupational pensions giant’s five-year return to 7.3%, beating peer pension fund AMF’s 5.5% for its smoothed traditional product
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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
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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
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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
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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
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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
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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
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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
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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
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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
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NewsPrivate markets underpin Italian pension funds’ resilient returns
Italian pension funds’ private equity and debt investments delivered steady returns despite global market turbulence
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NewsFull dollar hedge, US equities underweight shines ATP’s 2025 return
Danish statutory pension scheme admits being unable to maintain purchasing power of pensions
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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
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NewsNegative 2025 returns for Dutch pension funds
Funding ratios rose, however, thanks to rising interest rates
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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
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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
