Investor Presentaiton
About Triglav Group / Appendix (2023 Unaudited Results & 2024 Outlook)
Financial Investments
Portfolio structure (in €M; Insurance portfolios,
Unit-linked portfolios and Assets from financial contracts)
Return on financial investments of
insurance portfolios
Instruments (in €M)
2023
2022
Index
(in €M)
2023
2022
I
Investment property
68.0
68.3
99
Asset Allocation
Interest income¹
35.1
26.7
I
Investments in associates.
37.7
37.8
100
|
(2023; united-linked products and
financial contracts excluded)
Dividend income
2.7
4.7
Shares and other variable-
168.7
199.8
84
securities
income securities
Debt and other fixed-income
Loans given
I
I
3%
3%
Net gains/losses on fin. assets at FVTPL
9.4
-11.9
-2%
1,860.01,801.7
103
I
I
8%
6.6
5.8
113
Bank deposits
Other financial instruments
65.8
79.5
83
|
0.9
0.9
93
I
Bonds
0
Net gains/losses on fin. assets at AC
Net gains/losses on fin. assets at FVOCI
0.0
0.0
-9.3
-23.9
Net impairment/reversal of impairment
of fin. assets
2.3
-7.5
Total (1)
Unit-linked life insurance
2,207.6 2,193.8
101
Equity
540.9
469.5
115
Bank deposits
84%
Other investment income/expenses
Total return on fin.investments² (a)
Gains/losses and impairments of
investments in associates (b)
-2.7
0.4
37.5
-11.6
0.0
1.8
contract investments (2)
I
Financial investments from
financial contracts (3)
I
650.0 589.0
110
|
I
I
I
I
Total (1+2+3)
3,398.53,252.4
104
Investment property
Investments in associates
■Loans givens
Other financial instruments
Total (a+b)
37.4
-9.7
|
I
I
Return on investment²
1Calculated using effective interest method
2Unit-linked life insurance assets excluded
1.8% -0.4%
Triglav Group: Investor Presentation_March 2024
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