Εγγυημένα προγράμματα ή unit linked

of 19 /19
Γιατί Unit Linked;

Embed Size (px)

Transcript of Εγγυημένα προγράμματα ή unit linked

  1. 1. Unit Linked;
  2. 2. : 65 100 / 40 0 20,000 40,000 60,000 80,000 58,320 43,770 33,295 Gold Pension Accelerator Plus (6%) Accelerator Plus (4%)
  3. 3. . . . . . . 0 1000 2000 3000 4000 5000 6000 12/1969 7/1970 2/1971 9/1971 4/1972 11/1972 6/1973 1/1974 8/1974 3/1975 10/1975 5/1976 12/1976 7/1977 2/1978 9/1978 4/1979 11/1979 6/1980 1/1981 8/1981 3/1982 10/1982 5/1983 12/1983 7/1984 2/1985 9/1985 4/1986 11/1986 6/1987 1/1988 8/1988 3/1989 10/1989 5/1990 12/1990 7/1991 2/1992 9/1992 4/1993 11/1993 6/1994 1/1995 8/1995 3/1996 10/1996 5/1997 12/1997 7/1998 2/1999 9/1999 4/2000 11/2000 6/2001 1/2002 8/2002 3/2003 10/2003 5/2004 12/2004 7/2005 2/2006 9/2006 4/2007 11/2007 6/2008 1/2009 8/2009 3/2010 10/2010 5/2011 12/2011 7/2012 MSCI WORLD EQUITY TR ($)
  4. 4. . . . 25 : MSCI WORLD EQUITY TR ($) (12/1969 12/2012) 25
  5. 5. 25 . . . 25 : MSCI WORLD EQUITY TR ($) (12/1969 12/2012)
  6. 6. . . . 20 : MSCI WORLD EQUITY TR ($) (12/1969 12/2012) 20
  7. 7. . . . 15 : MSCI WORLD EQUITY TR ($) (12/1969 12/2012) 15
  8. 8. . . . 0 200 400 600 800 1000 1200 1/1985 7/1985 1/1986 7/1986 1/1987 7/1987 1/1988 7/1988 1/1989 7/1989 1/1990 7/1990 1/1991 7/1991 1/1992 7/1992 1/1993 7/1993 1/1994 7/1994 1/1995 7/1995 1/1996 7/1996 1/1997 7/1997 1/1998 7/1998 1/1999 7/1999 1/2000 7/2000 1/2001 7/2001 1/2002 7/2002 1/2003 7/2003 1/2004 7/2004 1/2005 7/2005 1/2006 7/2006 1/2007 7/2007 1/2008 7/2008 1/2009 7/2009 1/2010 7/2010 1/2011 7/2011 1/2012 7/2012 Citigroup World Government Bond Index ($)
  9. 9. Citigroup World Government Bond Index ($) (12/1985 12/2012) 25 20 15 10 6,34% 5,68% 6,73% 4,99%
  10. 10.
  11. 11. : , :
  12. 12. 18% max & 42,80% 33,21% 27,98% 19,92% 18,59% 15,87% 15,89% -40,33% -16,37% -2,05% -0,19% 4,68% 5,35% 7,23% -50,00% -40,00% -30,00% -20,00% -10,00% 0,00% 10,00% 20,00% 30,00% 40,00% 50,00% 1 3 5 10 15 20 25 ' MSCI World Equity TR ($) Index (12/1969 - 12/2012) : MetLife Alico
  13. 13. & : : ,
  14. 14. : -30% -20% -10% 0% 10% 20% 30% 40% -97 -98 -98 -99 -99 -00 -00 -01 -01 -02 -02 -03 -03 -04 -04 -05 -05 -06 -06 -07 -07 -08 -08 -09 -09 -10 -10 -11 -11 -12 -12 -13 3 Commodities US Equities Word Gov Bonds Word Equities , , asset classes . : MetLife Alico
  15. 15. & / : : ,
  16. 16. Europe Bond Multifund I (MetLife Alico) Greek Equity Multifund II (MetLife Alico) Global Equity Multifund III (Vanguard) Global Bond Multifund IV (Pimco & Templeton) Commodity Multifund V (Lyxor) Emerging Markets Equity Multifund VI (MetLife Alico) Dollar Equity Multifund VIII (BlackRock) Money Market (BlackRock)Dollar Bond Multifund VII (Vanguard) Emerging Markets Bond Multifund IX (Pimco) Global Corporate Bond Multifund X (Pimco) Global Inflation Linked Bond Multifund XI (Pimco) 1:
  17. 17. 2: Greek Equity MultifundII 5% Global Equity Multifund III 35% Global Bond Multifund IV 25% Commodity Multifund V 10% Emerging Markets Equity MultifundVI 10% Dollar Equity MultifundVIII 15%iii. MetLife Alico Dynamic Focus / Europe Bond Multifund I; 5% Global Equity Multifund III; 25% Global Bond Multifund IV; 30% Commodity Multifund V; 5% Emerging Markets Equity Multifund VI; 5% Dollar Bond Mulifund VII; 5% Dollar Equity Mulifund VIII; 7% Global Corporate Bond Multifund X; 18% ii. MetLife Alico Equalizer Focus / / & Money Market; 10% Global Equity Multifund III; 15% Global Bond Multifund IV; 75% i. MetLife Alico Income Focus /
  18. 18. & / : & - : ,
  19. 19. 1.063,8 2.969 31.12.2012 3,10 14.000 , 31.12.2012 16.130,85 3,55% 3,3% 14.000 14.466,77 666,7 2006 2007 2008 2009 2010 2011 2012 3 3,25 3,21 2,44 1,88 2,92 2,74 + 71% 2.000 / Multifund III 1/2/2006 666,7 1.282,1 615,4 1.905,2 623,1 3.788,7 819,7 4.473,6 684,9 5.203,5 729,9 /