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Five-year summary

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Five-year summary 2021 2020 2019 2018 2017
Income and inflows,
SEK bn
Net flows to/from pension system -7.5 -7.9 -6.5 -6.8 -7.4
Profit for the period 86.8 37.2 59.5 2.2 28.2
Fund capital at end of period 1) 502.3 423.0 393.7 340.7 345.2
Return and expenses total portfolio,
%
Return before expenses 20.8 9.8 17.7 0.7 8.9
Operating expenses 0.05 0.06 0.06 0.06 0.06
Commission expenses 0.03 0.03 0.03 0.03 0.05
Return after expenses 20.7 9.7 17.6 0.6 8.8
Inflation 3.9 0.5 1.8 2.0 1.7
Real return after expenses 16.2 9.1 15.6 -1.4 6.9
SEK bn
Return 87.1 37.4 59.8 2.4 28.4
Operating expenses 0.2 0.2 0.2 0.2 0.2
Return after expenses 86.8 37.2 59.5 2.2 28.2
Annual return after expenses
%
Five years 11.3 9.1 8.5 7.8 10.5
Ten years 11.1 8.7 8.7 8.5 6.1
Risk
Risk (1-yr standard deviation), % 2) 5.2 10.8 4.2 5.4 3.5
Sharpe ratio 2) 4.0 0.9 4.3 0.3 2.8
Risk (10-yr standard deviation), % 6.3 7.0 6.0 6.3 7.6
Currency exposure
% of total portfolio 3) 21.1 17.5 19.5 17.7 15.0
External management
% of total portfolio 31 29 31 26 25
Asset management expenses
% of assets under management
Operating expenses 0.05 0.06 0.06 0.06 0.06
Operating and commission expenses 0.08 0.09 0.09 0.09 0.11
No. of employees 61 57 58 59 57

 

1) Fund capital on 1 January 2001 was SEK 134.0 billion.

2) As of 2010, figures relate to the total portfolio. Prior to 2010, risk was shown for the listed portfolio only.

3) Excluding exposure to SEK-listed companies with a foreign domicile.