Top 9 private pension funds by annualized returns

Paula Alexandrescu, 10 Mar 2010

Romanian version

Returns on pension on second-pillar savings averaged 16.9% annually since the introduction of the private mandatory pension plan in May 2008, above inflation rate that stood at around 5% in the period under review. Wall-Street compiled a list of top 9 pension funds by their weighted average return.

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5. AZT Viitorul Tau and Vital, Aegon

Two pension funds race head-to-head for the fifth spot, namely AZT Your Future (Viitorul Tau) managed by Allianz Tiriac Private Pensions and Vital Fund managed by Aegon.

The two funds on the fifth position recorded an annualized return of 14.6% since May 2008 to date.

For the year ending February 28, AZT had a weighted average return of 19.3%, against 17.2% recorded by Aegon.

At the end of February, Aegon’s fund had net assets of 72.9 million lei and a market share of 2.7% and 157,601 contributors (3.2% market share).

AZT Your Future had at the end of last month total assets of 625.3 million lei and a market share of 22.9% while the number of contributors reached 1.2 million (25.4% market share).

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