Our investments

Financial results

Positive development

For several consecutive years, we have exceeded our return target of 4.0 per cent by a fair margin. The average annual return after expenses for the past ten-year period was 6,3 per cent (June 30, 2018).

For the first half of this year, the return after expenses was 2.5 percent, or 1.7 per cent in real terms. For the first half of the year we also paid SEK 3.3 billion into the pension system.

Our assets have increased from SEK 172 billion in 2008 to SEK 338 billion in 2018 (June 30, 2018).

Read the latest report here.

Covers the deficit

Since 2009, the Fund has paid SEK 44 billion into the pension system to cover the deficit in pension disbursements.

Lower returns await

After several years of high returns, we expect a lower average return on our net assets moving forward. In the long term it is likely that higher risk-taking will be the best path to high returns. Changes in the investment rules may therefore have a positive impact on our opportunities.