Fourth quarter in brief:

• The total net investments amounted to SEK 50.6 billion.
• Households had direct net investments totaling SEK 4.9 billion.
• Household directly-owned fund assets amounted to SEK 1.102 billion during the first quarter. This is an increase of SEK 69.6 billion compared to the previous quarter and SEK 20.3 billion less than the first quarter of 2022.
• For the household, the largest increase was in the Equity Funds category, accounting for 9.2% of the fund assets.
• Households had positive direct net investments in Equity Funds, Bond and Money Market Funds, and Fund-of-Funds.
• Mixed Funds were the only fund category with negative net investments overall, amounting to -SEK 6.4 billion.
• Equity Funds had the highest total net investments, totaling SEK 38 billion.
• Net investments by foreign owners amounted to SEK 12.4 billion during the quarter.

The exchange rate of the Swedish krona

The average exchange rate for one Euro during the quarter was SEK 11.19 compared to SEK 10.93 in the previous quarter. The average exchange rate for one US dollar was SEK 10.43 compared to SEK 10.72 in the previous quarter. The effect of these exchange rate changes is that the funds' investments in Euros increased in value and US dollars decreased in value when measured in SEK.

Number of active funds in the statistic

During the fourth quarter, 14 new funds were added and 2 previously active funds were terminated or absorbed. In total, 835 active Swedish funds were listed, which is 12 more than the previous quarter.

The next statistical news in this series is scheduled for publication on 2023-08-24 at 08:00.