(In the data base for the statistics for the first quarter of 2024, information about end customers from a large number of funds has changed. Ownership of funds via custody ends up without knowledge of the end customer in financial companies. For the fund companies that sell their funds via banks, they are reported as end customers instead of other sectors. The problem with measurement is described in more detail in the quality declaration. For the publication of the first quarter, Statistics Sweden has chosen to impute information on the position value for the rest of the world and households for a large number of funds with data from the fourth quarter of 2023. For equity funds, the value for the rest of the world and households has also been adjusted with the average increase for the fund type for the first quarter. The total fund assets, the breakdown by fund type and the funds' investment assets are not affected. For transactions in investment fund shares, Statistics Sweden has chosen not to report these for the rest of the world, households as well as items for IPS and financial companies).

Fourth quarter in brief:

• Investments in equity increased by 12.8 percent (+ SEK 605 billion). The main increase is seen in foreign companies, where investments are SEK 513 billion higher, corresponding to 15.6 percent, than in the previous quarter.
• Investments in interest-bearing securities have increased by SEK 23.8 billion from the previous quarter, of which SEK 19.8 billion is an increase in bonds.
• The total net investments amounted to SEK 15.5 billion, a decrease of SEK 17.6 billion from the previous quarter.
• Mixed funds were the fund type with the highest net investments in total, SEK 14,5 billion.

The exchange rate of the Swedish krona

The average exchange rate for one Euro during the quarter was SEK 11.28 compared to SEK 11.48 in the previous quarter. The average exchange rate for one US dollar was SEK 10.39 compared to SEK 10.68 in the previous quarter.

Number of active funds in the statistics

During the fourth quarter, 2 previously active funds were terminated or absorbed. In total, 855 active Swedish funds were listed, which is 2 fewer than the previous quarter.

The next statistical news in this series is scheduled for publication on 2024-08-23 at 08:00.