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AP3: Important notice re comparability of Swedish AP funds’ financial data

Important information on comparability of long-term returns of the AP funds. Update to AP3’s interim report.

The interim report of the Third Swedish National Pension Fund (AP3) reported average returns for the last 5 and 10 years measured using the reporting dates 1 January 2011 to 30 June 2015 (5 years) and 1 January 2006 to 30 June 2015 (10 years) respectively.

The other AP funds have reported equivalent figures using reporting dates of 1 July 2010 to 30 June 2015 (5 years) and 1 July 2005 to 30 June 2015 (10 years). AP3 has therefore elected to update its interim report to match these reporting dates to facilitate the comparability of financial data.

AP3 average annual return in the periods concerned was 9.3% (5 years) and 6.6% (10 years), which translates to an annual real return of 9.0% (5 years) and 5.4% (10 years).

The AP funds have also applied different reporting dates when measuring average annual real return since inception. AP3’s average annual real return from inception on 1 July 2001 stood at 4.9% as at 30 June 2015.

Please find the new version of the AP3 interim report with amended reporting dates here >>

 

For further information, please contact: 
Lil Larås Lindgren, Head of Communications AP3, +46 (0)709517270 lil.lindgren@ap3.se