{"id":124181,"date":"2025-07-15T11:27:48","date_gmt":"2025-07-15T08:27:48","guid":{"rendered":"https:\/\/www.santaka.info\/?p=124181"},"modified":"2025-07-15T11:27:56","modified_gmt":"2025-07-15T08:27:56","slug":"lietuvos-pensiju-fondu-graza-geriausiu-ebpo-saliu-trejetuke","status":"publish","type":"post","link":"https:\/\/www.santaka.info\/index.php\/2025\/07\/15\/lietuvos-pensiju-fondu-graza-geriausiu-ebpo-saliu-trejetuke\/","title":{"rendered":"Lietuvos pensij\u0173 fond\u0173 gr\u0105\u017ea \u2013 geriausi\u0173 EBPO \u0161ali\u0173 trejetuke"},"content":{"rendered":"

38 \u0161alis vienijanti Ekonominio bendradarbiavimo ir pl\u0117tros organizacija (EBPO) paskelb\u0117 preliminari\u0105 2024 m. pensij\u0173 fond\u0173 veiklos ataskait\u0105. Lietuva pernai pademonstravo tre\u010di\u0105 geriausi\u0105 rezultat\u0105 i\u0161 vis\u0173 EBPO valstybi\u0173 \u2013 m\u016bs\u0173 \u0161alies II ir III pakopos pensij\u0173 fond\u0173 reali investicin\u0117 gr\u0105\u017ea po infliacijos 2024-aisiais siek\u0117 10,8 proc.<\/strong><\/p>

\u201eRezultatas tikrai puikus \u2013 aplenktos tokios valstyb\u0117s kaip Suomija, Islandija ar Danija, kuriose pensij\u0173 fondai veikia kur kas seniau bei turi ir daugiau patirties, ir istori\u0161kai demonstruoja gerus rezultatus. \u017dinoma, \u0161iek tiek apmaudu, kad Lietuv\u0105 ir v\u0117l aplenk\u0117 Estija\u201c, \u2013 \u0161ypsosi Lietuvos investicini\u0173 ir pensij\u0173 fond\u0173 asociacijos (LIPFA) valdybos narys Vaidotas R\u016bkas.<\/p>

Tiesa, visas tris pirm\u0105sias vietas skiria vos pus\u0117 procentinio punkto: Estijos pensij\u0173 fond\u0173 realus metinis augimas 2024-aisiais buvo 11,3 proc., o antroje vietoje esan\u010dios Slovakijos \u2013 11,1 proc.<\/p>

Naud\u0105 k\u016br\u0117 investicijos \u012f pasaulio \u012fmoni\u0173 akcijas<\/strong><\/p>

EBPO \u0161alys, pernai pasiek\u0119 did\u017eiausi\u0105 reali\u0105 investicin\u0119 gr\u0105\u017e\u0105 \u2013 Estija, Slovakija ir Lietuva \u2013 daugiau nei 60 proc. pensij\u0173 fond\u0173 turto buvo investav\u0119 \u012f akcijas.<\/p>

\u201eB\u016btent \u0161ios investicijos labiausiai nul\u0117m\u0117 auk\u0161tus gr\u0105\u017eos rezultatus \u2013 pasaulio akcij\u0173 rink\u0173 vert\u0117 pastaraisiais metais spar\u010diai auga ir teigiam\u0105 gr\u0105\u017e\u0105 sugeneravo jau antrus metus i\u0161 eil\u0117s. Gyvenimo ciklo pensij\u0173 fond\u0173 \u012fk\u016brimas 2019 m., kai investicijos buvo pritaikytos pagal am\u017ei\u0173, pasiteisino su kaupu ir pad\u0117jo kaupiantiesiems u\u017edirbti ne vien\u0105 milijard\u0105\u201c, \u2013 sako V. R\u016bkas.<\/p>

Sukauptas turtas augo<\/strong><\/p>

\u201eLietuvos pensij\u0173 fonduose sukauptas turtas per 2024-uosius padid\u0117jo 28,5 proc. ir perkop\u0117 9 milijard\u0173 eur\u0173 rib\u0105. Tuo tarpu Estijoje metinis augimas sudar\u0117 \u0161iek tiek daugiau nei 22 proc., o bendras \u0161ios \u0161alies pensij\u0173 fond\u0173 valdomo turto dydis buvo ma\u017edaug ketvirtadaliu ma\u017eesnis nei Lietuvoje \u2013 apie 6,8 milijardo eur\u0173\u201c, \u2013 pastebi LIPFA valdybos narys.<\/p>

Apskritai pensij\u0173 fond\u0173 valdomas turtas 2024-aisiais augo daugumoje ataskaitas teikian\u010di\u0173 EBPO \u0161ali\u0173. Spar\u010diausias, 20 proc. vir\u0161ij\u0119s nominalus augimas nacionaline valiuta pernai buvo fiksuotas Baltijos \u0161alyse.<\/p>

Pasaulio pensij\u0173 fond\u0173 lyderiai ir atsiliekantys<\/strong><\/p>

Lietuvos pensij\u0173 fonduose pra\u0117jusi\u0173 met\u0173 pabaigoje sukauptas turtas prilygo ma\u017edaug 12,2 proc. \u0161alies BVP. Pagal \u0161\u012f rodikl\u012f pasaulyje pirmauja Danija, pensij\u0173 fonduose turinti ma\u017edaug 777 milijardus eur\u0173 \u2013 dvigubai (204 proc.) didesn\u0119 sum\u0105 nei visas valstyb\u0117s BVP.<\/p>

Tuo tarpu pagal absoliu\u010dius skai\u010dius negin\u010dijama lyder\u0117 yra JAV, 2024 m. pabaigoje pensij\u0173 fonduose sukaupusi turto u\u017e 39,5 trilijono eur\u0173 (42,9 trilijono JAV doleri\u0173).<\/p>

Ma\u017eesn\u0117s apimties turt\u0105 nuo BVP nei Lietuva yra sukaupusios tokios piet\u0173 Europos \u0161alys, kaip Graikija, Italija, Ispanija. \u0160iose \u0161alyse finansinio turto kaupimas pensija n\u0117ra i\u0161vystytas, tod\u0117l remiasi mokes\u010di\u0173 perskirstymu.<\/p>

Bendras EBPO \u0161alyse pensijoms kaupiamo turto augimas pernai siek\u0117 8,5 proc., vir\u0161ijo ankstesn\u012f 2021 m. rekord\u0105 ir visi\u0161kai kompensavo 2022 m. nuostolius. 2024 m. pabaigoje bendro EBPO \u0161ali\u0173 gyventoj\u0173 pensijoms sukaupto turto suma buvo 56,6 trilijono eur\u0173.<\/p>

I\u0161sami 2025 m. leidinio \u201ePension Markets in Focus\u201c ataskaitos versija bus paskelbta paskutin\u012f \u0161i\u0173 met\u0173 ketvirt\u012f.<\/p>

<\/p>

<\/p>","protected":false},"excerpt":{"rendered":"

38 \u0161alis vienijanti Ekonominio bendradarbiavimo ir pl\u0117tros organizacija (EBPO) paskelb\u0117 preliminari\u0105 2024 m. pensij\u0173 fond\u0173 veiklos ataskait\u0105. Lietuva pernai pademonstravo tre\u010di\u0105 geriausi\u0105 rezultat\u0105 i\u0161 vis\u0173 EBPO valstybi\u0173 \u2013 m\u016bs\u0173 \u0161alies… <\/p>\n","protected":false},"author":13,"featured_media":124182,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"pmpro_default_level":"","jetpack_post_was_ever_published":false,"_FSMCFIC_featured_image_caption":"","_FSMCFIC_featured_image_nocaption":"","_FSMCFIC_featured_image_hide":"","_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[123],"tags":[],"class_list":["post-124181","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ekonomika","pmpro-has-access"],"featured_image_urls":{"full":["https:\/\/www.santaka.info\/wp-content\/uploads\/2025\/07\/Vaidotas-Rukas-1.jpg",2000,1333,false],"thumbnail":["https:\/\/www.santaka.info\/wp-content\/uploads\/2025\/07\/Vaidotas-Rukas-1-150x150.jpg",150,150,true],"medium":["https:\/\/www.santaka.info\/wp-content\/uploads\/2025\/07\/Vaidotas-Rukas-1-300x200.jpg",300,200,true],"medium_large":["https:\/\/www.santaka.info\/wp-content\/uploads\/2025\/07\/Vaidotas-Rukas-1-768x512.jpg",768,512,true],"large":["https:\/\/www.santaka.info\/wp-content\/uploads\/2025\/07\/Vaidotas-Rukas-1-1024x682.jpg",1024,682,true],"1536x1536":["https:\/\/www.santaka.info\/wp-content\/uploads\/2025\/07\/Vaidotas-Rukas-1-1536x1024.jpg",1536,1024,true],"2048x2048":["https:\/\/www.santaka.info\/wp-content\/uploads\/2025\/07\/Vaidotas-Rukas-1.jpg",2000,1333,false],"post-thumbnail":["https:\/\/www.santaka.info\/wp-content\/uploads\/2025\/07\/Vaidotas-Rukas-1-600x400.jpg",600,400,true],"visualnews_post_thumb":["https:\/\/www.santaka.info\/wp-content\/uploads\/2025\/07\/Vaidotas-Rukas-1-600x400.jpg",600,400,true],"woocommerce_thumbnail":["https:\/\/www.santaka.info\/wp-content\/uploads\/2025\/07\/Vaidotas-Rukas-1-300x300.jpg",300,300,true],"woocommerce_single":["https:\/\/www.santaka.info\/wp-content\/uploads\/2025\/07\/Vaidotas-Rukas-1-600x400.jpg",600,400,true],"woocommerce_gallery_thumbnail":["https:\/\/www.santaka.info\/wp-content\/uploads\/2025\/07\/Vaidotas-Rukas-1-100x100.jpg",100,100,true]},"author_info":{"info":["Gidas"]},"category_info":"Ekonomika<\/a>","tag_info":"Ekonomika","comment_count":"0","jetpack_featured_media_url":"https:\/\/www.santaka.info\/wp-content\/uploads\/2025\/07\/Vaidotas-Rukas-1.jpg","jetpack_sharing_enabled":true,"jetpack-related-posts":[],"_links":{"self":[{"href":"https:\/\/www.santaka.info\/index.php\/wp-json\/wp\/v2\/posts\/124181","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.santaka.info\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.santaka.info\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.santaka.info\/index.php\/wp-json\/wp\/v2\/users\/13"}],"replies":[{"embeddable":true,"href":"https:\/\/www.santaka.info\/index.php\/wp-json\/wp\/v2\/comments?post=124181"}],"version-history":[{"count":1,"href":"https:\/\/www.santaka.info\/index.php\/wp-json\/wp\/v2\/posts\/124181\/revisions"}],"predecessor-version":[{"id":124183,"href":"https:\/\/www.santaka.info\/index.php\/wp-json\/wp\/v2\/posts\/124181\/revisions\/124183"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.santaka.info\/index.php\/wp-json\/wp\/v2\/media\/124182"}],"wp:attachment":[{"href":"https:\/\/www.santaka.info\/index.php\/wp-json\/wp\/v2\/media?parent=124181"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.santaka.info\/index.php\/wp-json\/wp\/v2\/categories?post=124181"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.santaka.info\/index.php\/wp-json\/wp\/v2\/tags?post=124181"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}