Eignasamsetning
Verðbréfaeignir Stapa lífeyrissjóðs í árslok 2021, metnar á markaðsvirði, námu rúmlega 347 mö. kr. samanborið við tæplega 287 ma. kr. í árslok 2020.
|
Eignir í árslok |
Hlutfall í árslok 2021 | Eignir í árslok (ma. kr.) 2020 |
Hlutfall í árslok 2020 | |
| Ríkisskuldabréf | 60,3 | 17,4% | 62,4 | 21,8% |
| Önnur markaðsskuldabréf | 61,5 | 17,7% | 50,4 | 17,6% |
| Veðskuldabréf og fasteignir | 21,1 | 6,1% | 21,4 | 7,5% |
| Innlend hlutabréf | 67,6 | 19,5% | 50,0 | 17,4% |
| Erlend skuldabréf | 11,6 | 3,3% | 8,0 | 2,8% |
| Erlend hlutabréf | 94,5 | 27,1% | 74,0 | 25,8% |
| Sérhæfðar erl. fjárfest. | 25,6 | 7,4% | 17,3 | 6,0% |
| Skammtímabréf og innlán | 5,3 | 1,5% | 3,3 | 1,2% |
| Samtals | 347,2 | 100% | 286,8 | 100% |
Eignasamsetning Stapa 28.02.2023*
Eignastýring Stapa lífeyrissjóðs mótast af fjárfestingarstefnu sjóðsins sem er ákvörðuð árlega af stjórn. Markmið sjóðsins er að ná sem bestri ávöxtun að teknu tilliti til ásættanlegrar áhættutöku á hverjum tíma.
Upplýsingar um eignasamsetningu deilda eru uppfærðar mánaðarlega.
* Birt eftir deildum miðað við óendurskoðað uppgjör sjóðsins og fyrirvara um innsláttarvillur.
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