INDEXO 3rd pension pillar results
The index approach means investing in many different stocks or bonds,
reflecting a broad market segment.
This diversified approach offers stability and transparency, and
costs compared to actively managed funds are lower.
Before you dive into the results – remember:
We save for retirement over several decades, so results should be assessed in the long term
In the long run, the stock market has always grown strongly, but
in the short term, expect fluctuations
in the short term, expect fluctuations
Financial statistics show – an investor who panics during a crisis and jumps between plans will almost certainly end up losing
In the long run, an investor who stays calm and sticks to the set course earns along with the global economy
Performance results chart
Investment plan performance results
| Return, % per year | ||||||
| Investment plan | 1 year | 2 years | 3 years | 5 years | Since inception | Unit value |
|---|---|---|---|---|---|---|
| INDEXO Equity Plan | 15.84 | 13.14 | 17.74 | 10.02 | 11.38 | 1.8365 |
| INDEXO Bond Plan | -0.88 | 0.86 | 2.69 | -1.07 | -0.93 | 0.9486 |
| Return, % per year | ||
|---|---|---|
| Investment plan | INDEXO Equity Plan | INDEXO Bond Plan |
| 1 year | 15.84 | -0.88 |
| 2 years | 13.14 | 0.86 |
| 3 years | 17.74 | 2.69 |
| 5 years | 10.02 | -1.07 |
| Since inception | 11.38 | -0.93 |
| Unit value | 1.8365 | 0.9486 |
INDEXO pension plan unit value 06.11.2026.
INDEXO investment plan performance reports
Plan
Year
Quarter
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