Eignasamsetning
Verðbréfaeignir tryggingadeildar Stapa lífeyrissjóðs í árslok 2023, metnar á markaðsvirði, námu rúmlega 367 mö. kr. samanborið við rúmlega 339 ma. kr. í árslok 2022.
|
Eignir í árslok |
Hlutfall í árslok 2023 | Eignir í árslok (ma. kr.) 2022 |
Hlutfall í árslok 2022 | |
| Ríkisskuldabréf | 44,4 | 12% | 46,9 | 14% |
| Önnur markaðsskuldabréf | 81,0 | 22% | 70,0 | 21% |
| Veðskuldabréf og fasteignir | 27,8 | 7% | 22,3 | 7% |
| Innlend hlutabréf | 64,2 | 18% | 62,0 | 18% |
| Erlend skuldabréf | 16,6 | 5% | 14,1 | 4% |
| Erlend hlutabréf | 112,0 | 31% | 90,9 | 27% |
| Sérhæfðar erl. fjárfest. | 18,4 | 5% | 23,1 | 7% |
| Skammtímabréf og innlán | 4,9 | 1% | 7,9 | 2% |
| Samtals | 367,3 | 100% | 339,3 | 100% |
Eignasamsetning Stapa 31.03.2024*
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.
* Upplýsingar vegna ársins 2024 eru birtar eftir deildum miðað við óendurskoðað uppgjör sjóðsins og fyrirvara um innsláttarvillur.
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