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Net assets at year-end 2023

1,405,195

ISK million

Nominal rate of return 2023

9.2%

Real rate of return 2023

1.0%

5-year real rate of return

4.0%

average per year

The largest pension fund in Iceland with rapid growth

LSR is the largest pension fund in Iceland in terms of assets and has grown rapidly in recent years. The fund's experienced asset management team evaluates investment options taking into account investment policies, ownership policies and sustainability policies, and has delivered rich returns to fund members in the long term.

Net assets for pension payment

5-year average net actual return

A well-diversified asset portfolio

LSR emphasises that the fund's asset portfolio is well spread out across diverse asset categories, which limits risk in accordance with investment policies. The return potential and feasibility of investment options are always assessed in relation to their risk, as well as the environmental, social and governance aspects of each investment option.

Different investment needs for different divisions

LSR operates two mutual insurance divisions and a private pension division, which is divided into four separate plans. There are a total of six portfolios and each of them has its own characteristics. More information can be found on the pages of each portfolio.

Division A

LSR's main mutual insurance plan, which is open to new fund members and is growing rapidly. Invests for the long term with a good return as the main goal.

Division A

Division B

LSR's older mutual insurance division, which has been closed to new fund members since 1996. It was funded by employers and the state in part.

Division B

Plan I

A private pension division with a main focus on stocks with a high long-term return as an objective.

Private Pension - Plan I

Plan II

A private pension division with a main focus on bonds and less fluctuations in returns.

Private Pension - Plan II

Plan III

A private pension division that invests only in indexed deposit accounts with minimal risk.

Private Pension - Plan III

Specified private pension

A private pension division that accepts mandatory contributions from fund members and strives to achieve a good long-term return.

Specified Private Pension