Annual performance
Throughout the year we pay particular attention to the performance, or net yield, of our portfolio, i.e. the investments in our movable and immovable assets. It is published in the annual report.
Interest credited
The interest rate is the bonus that is credited annually to the account of insured persons. If the law stipulates a minimum threshold, nothing prevents the pension fund from setting a higher level, which is precisely what Patrimonia routinely does.
Since it was established in 1984, Patrimonia has always been able to pay its insured members a higher rate of interest than the statutory minimum – and on the entire savings capital of the insured members (compulsory and supplementary parts).
