Result January - June 2011
Result January - June 2011
· Profit for the first six months was SEK 3,449 million (4,034), representing a return of 1.6% (2.0) before expenses and 1.6% (1.9) after expenses.
· Fund capital stood at SEK 224,094 million on 30 June, an increase of SEK 3,265 million since 1 January.
· Payments of SEK 184 million to the pension system had a marginal impact on fund capital.
· Since inception in 2001, AP3 has generated a nominal annual return of 4.0%, outpacing the income index that is used to keep pension credits in line with inflation. The real annual return (minus inflation) stands at 2.3% during this period.
Return January-June 2010 % |
Total return |
Contribution to total return |
|
Equity |
2.5 |
1.5 |
|
Fixed income |
0.4 |
0.1 |
| Credits |
2.5 |
0.3 |
|
Inflation |
6.7 |
0.9 |
|
Foreign Exchange |
- |
-1.2 |
| Other |
2.8 |
0.0 |
|
Absolute return strategies |
- |
0.0 |
|
Total AP3 |
1.6 |
1.6 |
|
|
|