The net assets of Future Vision 2 amounted to just over ISK 3.5 billion at the end of 2023. The division’s assets developed in the following way in 2023 (in ISK millions).
Below you can find information on the returns, asset composition and Investment Policy of Future Vision 2.
Detailed information can be found in the fund’s Annual Reports, which can be accessed here.
The net nominal return of Future Vision 2 in the year 2023 was 5.3% or a net real return of -2.5%. The five-year average real return is now 1.1%, but it is 2.8% if we look at the last ten years.
In Future Vision 2, 20% of the portfolio is normally in shares and 80% in bonds. When a large part of the portfolio is tied up in bonds, you can expect less fluctuations in returns, but at the same time, lower returns can be expected in the long term.
| Variance (maximum) | |
|---|---|
| 90,0% | |
| 15,0% | |
| 80,0% | |
| 32,0% | |
| 10,0% | |
| 12,0% | |
| 30,0% | |
| 15,0% | |
| 30,0% | |
| 20,0% | |
| 25,0% | |
| 100% |
Future Vision 2’s portfolio consists of a number of assets that are divided into the following groups at the end of 2023.