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Unit trusts posts average yield rates of 3.97% over past 12 months

The unit trust index indicating the average yield rates of trust units over the past 12 months stood at 3.97 percent, which is higher than a 3.45-percent inflation rate in the same period.

In 2011, some unit trusts have generated higher yield rates, usually above 10 percent, but many diversified unit trusts and share trusts underwent severe depreciation, which in the case of the Active Dinamic trust was over 30 percent.

Among the security trusts, OTP Obligatiuni posted a yield of 12.55 percent, BCR Obligatiuni - 6.18 percent, and Certinvest Obligatiuni - 5.82 percent.

In the case of share units, the yields were strongly negative: -30.68 percent in the case of Active Dinamic; -23.9 percent in the case of Omnivest and -23.84 percent in the case of BT Maxim.

Monetary units, with the lowest risks, posted yields that outperformed inflation, with the best performing of them being Certinvest Monetar - 5.76 percent; Raiffeisen Monetar - 5.74 percent and BCR Monetar - 5.5 percent. The highest yield in the case of the diversified unit trusts was Carpatica Global, with a yield of 3.21 percent.

Sursa: http://www.agerpres.ro

Tags: percent trusts yield rates bcr otp