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Total return of 17.9% – record performance for AP3

January – 31 December 2005 

  • The AP3 portfolio generated a total return of 17.9% before expenses and 17.7% after expenses.
  • The return on the market-listed portfolio (which excludes private equity investments) was 17.3% before expenses.
  • Active return totalled 1.2%.
  • Net profit amounted to SEK 28.8 billion.
  • Fund capital rose SEK 31.7 billion to SEK 192.0 billion.
  • Currency exposure was 17.0% at year-end.
  • The risk-adjusted return (sharpe ratio) was 3.4
  • The information ratio amounted to 2.2

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