"Toplina" pension fund has the highest yield on an annual basis among professional and voluntary pension funds
At its meeting on 22.10.2024, the Financial Supervision Commission (FSC) determined the minimum yield for mandatory pension funds for the period from 30.09.2022 to 30.09.2024. All funds for supplementary mandatory pension insurance have achieved yield for the specified 24 -monthly period above the specified minimum yield level for the respective type of fund. The data shows that universal pension funds (UPFs) end the 24-month period with a positive minimum return of 5.01%. In the case of occupational pension funds (OPF), the minimum yield is 4.77%.
From the published data of the Financial Supervision Commission, it can be seen that among professional pension funds, OPF "Toplina" is in first place with 10.38%. OPF UBB and ZOPF Allianz Bulgaria are in second and third place, respectively, with 9.76% and 9.29%. OPF "DSK-Rodina" is in fourth place with 8.98%, and in fifth place is OPF "DallBogg: Life and Health" with 8.39%. OPF "Doverie" with 8.37%. In the next position is OPF "POI" with 6.81%, followed by "PFF - Budeshte" with 6.80%, OPF "CKB-Sila" with 5.50% and OPF "Saglasie" with 4.48%.
With the highest yield on an annual basis for the period 30.09.2022 to 30.09.2024 among the voluntary pension funds (VPF) with 12.25% is VPF "Toplina". The second and third places are occupied by "VPF UBB" with 10.40% and VPF "DallBogg: Jivot I Zdrave" with 9.71%, followed by VPF "DSK-Rodina" with 9.37%. In the next position is "VPF Allianz Bulgaria" with 9.29%, VPF "Doverie" with 8.94%. With an annual yield of 7.80% is VPF "CKB-Sila", VPF "POI" with 7.31%, "VPF - Budeshte" with 7.17% and VPF "Saglasie" with 5.41%.
UPF "DallBogg: Jivot I Zdrave" has the highest yield on an annual basis for the same period, namely 30.09.2022 to 30.09.2024 with 10.08%. Universal pension fund "Toplina" occupies the second position with 9.76%. In third place is "UPF UBB" with 9.20%, and in fourth place is "ZUPF Allianz Bulgaria" with 8.98%. They are followed by UPF "Doverie", which is with 8.68%, UPF "DSK-Rodina" with 8.30%, UPF "Saglasie" with 7.51% and UPF "CKB-Sila" with 6.88%, followed by UPF "POI", which is 6.01% and "UPF - Budeshte" - 5.54%.
The full text of decisions No. 740 - UPF dated 22.10.2024 and No. 741 - OPF dated 22.10.2024 can be found in the "Administrative documents" section. You can find yield data for the 24-month period (on an annual basis) and the specified minimum yield in the section "Insurance activity", "Statistics", "Statistics and analyses".