Five-year summary
| Five-year summary | 2020 June | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|
| Income and inflows, SEK bn | ||||||
| Net flows to/from pension system | -4.2 | -6.5 | -6.8 | -7.4 | -6.6 | -4.9 |
| Profit for the period | -3.1 | 59.5 | 2.2 | 28.2 | 28.0 | 19.6 |
| Fund capital at end of period 1) | 386.4 | 393.7 | 340.7 | 345.2 | 324.4 | 303.0 |
| Return and expenses total portfolio, % | ||||||
| Return before expenses | -0.7 | 17.7 | 0.7 | 8.9 | 9.5 | 6.9 |
| Operating expenses | 0.06 | 0.06 | 0.06 | 0.06 | 0.06 | 0.06 |
| Commission expenses | 0.03 | 0.03 | 0.03 | 0.05 | 0.06 | 0.06 |
| Return after expenses | -0.8 | 17.6 | 0.6 | 8.8 | 9.4 | 6.8 |
| Inflation | -0.2 | 1.8 | 2.0 | 1.7 | 1.7 | 0.1 |
| Real return after expenses | -0.5 | 15.6 | -1.4 | 6.9 | 7.6 | 6.7 |
| SEK bn | ||||||
| Return | -3.0 | 59.8 | 2.4 | 28.4 | 28.2 | 19.8 |
| Operating expenses | 0.1 | 0.2 | 0.2 | 0.2 | 0.2 | 0.2 |
| Return after expenses | -3.1 | 59.5 | 2.2 | 28.2 | 28.0 | 19.6 |
| Annual return after expenses % | ||||||
| Five years | 6.9 | 8.5 | 7.8 | 10.5 | 10.9 | 8.4 |
| Ten years | 8.4 | 8.7 | 8.5 | 6.1 | 5.7 | 5.7 |
| Risk | ||||||
| Risk (1-yr standard deviation), % 2) | 11.2 | 4.2 | 5.4 | 3.5 | 6.2 | 7.0 |
| Sharpe ratio 2) | Neg | 4.3 | 0.3 | 2.8 | 1.6 | 1.0 |
| Risk (10-yr standard deviation), % | 6.5 | 6.0 | 6.3 | 7.6 | 8.0 | 8.1 |
| Currency exposure | ||||||
| % of total portfolio 3) | 18.4 | 19.5 | 17.7 | 15.0 | 17.5 | 22.8 |
| External management | ||||||
| % of total portfolio | 31 | 31 | 26 | 25 | 29 | 31 |
| Asset management expenses % of assets under management | ||||||
| Operating expenses | 0.06 | 0.06 | 0.06 | 0.06 | 0.06 | 0.06 |
| Operating and commission expenses | 0.09 | 0.09 | 0.09 | 0.11 | 0.12 | 0.12 |
| No. of employees | 57 | 58 | 59 | 57 | 57 | 51 |