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FMA Q3 2017 Report on Austrian Pensionskassen: Assets under Management increased by 1.2% to € 21.9 bn; Investment Performance +4.3%

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The assets managed by Austrian Pensionskassen (pension companies) stood at € 21.9 billion at the end of the 3rd Quarter of 2017, corresponding to an increase of 1.2% compared to the previous quarter. The total number of beneficiaries rose by 0.1% to approximately 916,000 individuals, of whom approximately 10.0% drew a pension. The investment performance stood at 1.0 % for the 3rd quarter; while in the last three, five and ten years average performance was +4.1%, +5.1% and +2.9% respectively. These findings have emerged from the Report on the Austrian Pensionskassen for the 3rd Quarter of 2017, which was published today by the Austrian Financial Market Authority (FMA).

96.5% 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 41.1% of assets, followed by equities with around 34.2%, while balances held at credit institutions stand at around 10.4%. 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 22.0 % 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)676/882 49 516