Returns

At BeFrank, we have a portfolio of actively and passively managed and sustainable funds, well diversified across regions and categories.

As an employer you choose one of the following lifecycles: Active Management, Passive Management or Sustainable. You can view the returns for each lifecycle below.

Current investment returns

The investment return of the lifecycle depends on the financial markets. How have the markets fared in the past quarter? And how did the funds perform within the lifecycles? Click on the visuals for an extensive explanation per lifecycle. Below these messages is a (clickable) total overview of the returns of all lifecycles.

 

 

 

 

(click image to enlarge)

Second quarter of 2021:
Returns BeFrank Lifecycles through Q2 2021
BeFrank Passive Lifecycle Q2 2021
BeFrank Active Lifecycle Q2 2021
BeFrank Sustainable Lifecycle Q2 2021

First quarter of 2021:
Returns BeFrank Lifecycles through Q1 2021

Investment returns in previous years

2020
Here is an overview of the investment returns of the year 2020:
Returns 2020
You can view the other quarters here:
Returns through Q3 2020
Returns through Q2 2020 
Returns through Q1 2020

2019
You can view the overview of the investment returns over 2019 here.
Here you will find the returns of the third quarter, the returns of the first half year of 2019 you will find here.

2018
You can view the returns for each lifecycle of 2018 here.

2017
You can view the returns for each lifecycle of 2017 here.
Here is an overview of the investment returns of 2017 per underlying fund.

2016
Here you will find the overview of the returns of 2016.

2015
An overview of the returns for 2015* is available here: Returns Passive Lifecycles. Returns for actively managed funds are available here: Returns Active Lifecycles

Here you will find an overview of the investment returns for the three Lifecycles from the start of BeFrank (2012) until the end of 2017.

 

* The reason why you can only see funds from Think and Pension Stabilisation Funds in the overview for 2015 is that the funds from BlackRock and other providers were only added in 2016.