Eignasamsetning
Verðbréfaeignir Stapa lífeyrissjóðs í árslok 2022, metnar á markaðsvirði, námu rúmlega 339 mö. kr. samanborið við rúmlega 347 ma. kr. í árslok 2021.
|
Eignir í árslok |
Hlutfall í árslok 2022 | Eignir í árslok (ma. kr.) 2021 |
Hlutfall í árslok 2021 | |
| Ríkisskuldabréf | 46,9 | 14% | 60,3 | 17% |
| Önnur markaðsskuldabréf | 70,0 | 21% | 61,5 | 18% |
| Veðskuldabréf og fasteignir | 22,3 | 7% | 21,0 | 6% |
| Innlend hlutabréf | 62,0 | 18% | 67,6 | 20% |
| Erlend skuldabréf | 14,1 | 4% | 11,6 | 3% |
| Erlend hlutabréf | 90,9 | 27% | 94,2 | 27% |
| Sérhæfðar erl. fjárfest. | 23,1 | 7% | 25,6 | 7% |
| Skammtímabréf og innlán | 7,9 | 2% | 5,4 | 2% |
| Samtals | 339,3 | 100% | 347,2 | 100% |
Eignasamsetning Stapa 31.08.2023*
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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