Fondos de Pensiones, 1991-2008 (Pension Funds in Spain, 1991-2008)
22 Pages Posted: 4 Mar 2009 Last revised: 27 May 2017
Date Written: March 4, 2009
Abstract
Spanish Abstract: En los últimos 3, 5 y 10 años, la rentabilidad promedio de los planes de pensiones fue sensiblemente inferior a la inflación y a la inversión en bonos del estado a cualquier plazo. Ninguno de los fondos de pensiones del sistema individual con 15 años de historia tuvo una rentabilidad superior a la del bono español a 10 años.
Sólo 12 de los 587 planes con 10 años de historia y 2 de los 1520 planes con 5 años de historia tuvieron una rentabilidad superior al Índice de la Bolsa de Madrid.
El 31 de diciembre de 2008, 10,6 millones de partícipes tenían un patrimonio de €78,5 millardos en 3.293 planes de pensiones.
English Abstract: During the last 3, 5 and 10 years, the average return of the pension funds in Spain was lower than the inflation and than the return of Government Bonds.
Nevertheless, on December 31, 2008, 10.6 million investors had 78,5 billion euros in the 3,293 existing pension funds.
Note: Document in Spanish.
Keywords: pension funds, mutual funds, INVERCO, Spain, benchmark
JEL Classification: G12, G31, M21
Suggested Citation: Suggested Citation
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