The minimum rate of return on a year-on-year basis for the preceding 24-month period from 31.03.2009 to 31.03.2011 was
4,79 percent from the management of the assets of the universal pension funds (UPF). Regarding the occupational pension funds (OPF), a minimum rate of return on an annual basis of 4,90 percent was determined for the same period. The weighted average rate of return of UPFs for the same period, calculated on an annual basis, was 7,98 per cent, and for OPF, respectively, it was 8,16 percent. All compulsory supplementary pension insurance funds reached a rate of return whose amount exceeded the set minimum level of rate of return for the relevant type of fund.
For the above indicated 24-month period, UPF Badeshte achieved a rate of return, which was higher than the announced upper limit of the rate of return of the universal funds and it should put aside a reserve within the statutorily set term.