You are here: 

FMA Q3 2018 Report on Austrian Pensionskassen: assets under management rose by 0.2% to € 22.2 billion; investment performance +0.1%

Release Date: |

At the end of the 3rd Quarter of 2018, assets under management by Austrian Pensionskassen (pension companies) stood at € 22.2 billion. This is an increase of € 38.8 million or +0.2% compared to the preceding quarter. The total number of beneficiaries rose by 0.3% to approximately 940,000, of whom approximately 10.8% alread draw a pension benefit. The investment performance calculated by the Oesterreichische Kontrollbank (OeKB) for the 3rd quarter was +0,1 %; the investment performance for the first nine months of 2018 was -1.0%. On average for the last three, five and ten years the performance stands at +3.8%, +4.2% and +3.9% respectively. These findings have emerged from the Report on the Austrian Pensionskassen for the 3rd Quarter of 2018, which was published today by the Austrian Financial Market Authority (FMA).

96.6% of the assets of the Pensionskassen are held indirectly via investment funds. Broken down into investment classes, debt securities have the largest share of the portfolio, amount to 44% of assets, followed by equities with around 34.3%, while balances held at credit institutions stand at around 7%. The remainder is in the form of real estate, loans and credits as well as other assets. After having taken currency hedge transactions into account, around 22.9% of the assets were invested in foreign currencies.

The Quarterly Report can be found on the FMA website (in German only) at:

Journalists may address further enquiries to:

Klaus Grubelnik (FMA Media Spokesperson)

+43 / (0) 1 / 24959-6006

+43 / (0) 676 / 88  249 516