Ávöxtun séreignaleið Stafa lífeyrissjóður er sem hér segir:

2011       (til 31.03.2011)                                                      Nafnávöxtun      Hrein raunávöxtun

Leið 1: Verðtryggður innlánsreikningur                                       5,4%                             2,9%

Leið 2: Verðtryggð skuldabréf                                                       6,4%                             3,9%

Leið 3: Hlutabréf og verðtryggð skuldabréf                               20,6%                          17,7%

 

2010                                                                                       Nafnávöxtun      Hrein raunávöxtun

Leið 1: Verðtryggður innlánsreikningur                                       5,4%                             2,6%

Leið 2: Verðtryggð skuldabréf                                                       4,1%                             1,3%

Leið 3: Hlutabréf og verðtryggð skuldabréf                                 2,9%                             0,1%

 

2009                                                                                      Nafnávöxtun      Hrein raunávöxtun

Leið 1: Verðtryggður innlánsreikningur                                     14,0%                             5,0%

Leið 2: Verðtryggð skuldabréf                                                        5,7%                            -2,7%

Leið 3: Hlutabréf og verðtryggð skuldabréf                                14,5%                            5,4%

 

2008                                                                                        Nafnávöxtun      Hrein raunávöxtun

Leið 1: Verðtryggður innlánsreikningur                                     23,5%                            6,2%

Leið 2: Verðtryggð skuldabréf                                                        4,5%                        -10,2%

Leið 3: Hlutabréf og verðtryggð skuldabréf                                -6,8%                        -19,9%

Leið 4: Hlutabréf og samsettir fjárfestingarkostir                   -28,8%                        -38,8%

Leið 5: Stafir séreignarleið                                                          -10,6%                        -23,1%

 

2007                                                                                        Nafnávöxtun      Hrein raunávöxtun

Leið 1: Verðtryggður innlánsreikningur                                     12,6%                             6,4%

Leið 2: Verðtryggð skuldabréf                                                      11,7%                            5,5%

Leið 3: Hlutabréf og verðtryggð skuldabréf                                  7,1%                            1,2%

Leið 4: Hlutabréf og samsettir fjárfestingarkostir                       2,3%                           -3,4%

Leið 5: Stafir séreignarleið                                                              6,8%                            0,9%

 

2006                                                                                        Nafnávöxtun      Hrein raunávöxtun

Leið 1: Verðtryggður innlánsreikningur                                     11,5%                              4,2%

Leið 2: Verðtryggð skuldabréf                                                      13,5%                             6,1%

Leið 3: Hlutabréf og verðtryggð skuldabréf                                17,4%                             9,8%

Leið 4: Hlutabréf og samsettir fjárfestingarkostir                     17,0%                             9,4%

Leið 5: Stafir séreignarleið                                                            16,6%                             9,0%

 

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