The APK Vorsorgekasse has allocated an investment result of 7.9% to its more than 550,000 customers for 2023
“A successful investment concept consists, on the one hand, of a well-founded strategy and, on the other hand, of the willingness to accept the resulting fluctuations in the result. We are firmly convinced that the strategy is the key to success. Major tactical interventions may bring short-term success, but in the long term to critically question their added value.”
Poul Thybo, MSc, Member of the Board
Vienna (OTS) – The three main segments in which the APK Vorsorgekasse invests are bonds, stocks and real estate. Each of the three segments can point to positive, in some cases excellent, results in 2023. Bonds, by far the largest segment, delivered a performance of around 6%. In the second largest segment, that of stocks, the performance was around 15%. At around 2%, even the smallest segment, that of real estate, contributed positively to the extremely pleasing overall result.
Not only in absolute terms, but also in comparison to the overall market, this is a very good value. At 7.9%, the result of the APK Vorsorgekasse is more than three percentage points above the equally pleasing average value for the entire industry of 4.6%.
“A successful investment concept consists, on the one hand, of a well-founded strategy and, on the other hand, of the willingness to accept the resulting fluctuations in the result. We are firmly convinced that the strategy is the key to success. Major tactical interventions may bring short-term success, but in the long term to critically question their added value.”
says Poul Thybo, MSc, CFA as the member of the board responsible for the investment.
Questions & Contact:
APK Vorsorgekasse AG
Poul Thybo, MSc, CFA
Member of the board
Phone: +43 5 0275 1302
Email: poul.thybo@apk.at
www.apk-vk.at