BeFrank Lifecycles returns
BeFrank’s portfolio comprises investment funds associated with the Passive, Active and Sustainable Lifecycles. These funds are distributed across various regions and categories. When it comes to investing, we always strive to create the best balance between risk and return. This page gives a summary of current returns and returns in previous quarters and years.
Our lifecycles:
- The Passive Lifecycle contains investment strategies from various providers. The aim is to follow the market as efficiently as possible.
- In the Active Lifecycle, we invest in various actively managed investment strategies from NN Investment Partners.
- The Sustainable Lifecycle consists of Triodos funds with a positive impact on the environment and society based on impact investing.
Returns (Q4)
| Age | Very defensive | Defensive | Neutral | Offensive | Very offensive |
|---|---|---|---|---|---|
| 45 | 5,48% | 5,66% | 5,84% | 6,02% | 6,20% |
| 55 | -3,03% | 2,45% | 5,84% | 6,02% | 6,20% |
| 65 | -5,83% | -5,23% | -4,34% | -4,11% | -3,48% |
| 67 | -5,38% | -5,04% | -4,60% | -4,51% | -4,41% |
| Age | Very defensive | Defensive | Neutral | Offensive | Very offensive |
|---|---|---|---|---|---|
| 45 | 4,26% | 4,37% | 4,47% | 4,57% | 4,67% |
| 55 | -3,79% | 1,44% | 4,47% | 4,57% | 4,67% |
| 65 | -5,95% | -5,51% | -4,76% | -4,59% | -4,05% |
| 67 | -5,38% | -5,18% | -4,83% | -4,77% | -4,71% |
| Age | Very defensive | Defensive | Neutral | Offensive | Very offensive |
|---|---|---|---|---|---|
| 45 | 0,14% | 0,02% | -0,11% | -0,23% | -0,36% |
| 55 | -6,67% | -2,01% | -0,11% | -0,23% | -0,36% |
| 65 | -6,82% | -7,04% | -6,67% | -6,67% | -7,24% |
| 67 | -5,84% | -6,27% | -6,28% | -6,31% | -6,34% |
The returns include dividend and after deduction of fund costs, but excluding the management costs charged by BeFrank. These return overviews have been compiled with care by BeFrank. This information is not legally binding.
Check out the video of the InvestmentUpdate Q3 here.
Returns in earlier quarters
Q3
Q2
Q1
Returns in previous years
2024
Q4
Q3
Q2
Q1
2023
Q4 2023
Q3 2023
Q2 2023
Q1 2023
2022
Q4 2022
Q3 2022
Q2 2022
Q1 2022
2021
2020
2019
2018
2017
