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Investment funds 1st quarter, 2021

Continued large net investments in investment funds

Statistical news from Statistics Sweden and Swedish Financial Supervisory Authority 2021-05-25 9.30

Total fund wealth amounted to SEK 5 707 billion at the end of the first quarter of 2021, which is SEK 498 billion more than in the previous quarter. As in the previous quarter, the increase came from large net investments and a positive stock exchange development.

Developments in the first quarter in brief

  • Total net investments amounted to SEK 74 billion.
  • Households’ net investments amounted to SEK 13 billion.
  • Swedish financial enterprises was the sector in which fund wealth increased the most, by SEK 358 billion, of which premium pension accounted for SEK 151 billion.
  • Foreign owners’ holdings in Swedish-registered funds increased by SEK 30 billion and amounted to SEK 218 billion.
  • The largest increase in the first quarter, SEK 374 billion, was noted in the fund category equity funds, and was the result of strong development in the stock market and net investments amounting to SEK 50 billion.
  • Bond and money market funds was the category with the weakest development. The decrease of SEK 10 billion mainly came from net sales.
  • Fund-of-funds accounted for the second largest increase, SEK 56 billion, followed by an increase of SEK 36 billion in other funds.
  • Households’ directly-owned fund wealth amounted to SEK 1 040 billion in the first quarter, which is SEK 84 billion more than in the previous quarter and SEK 304 billion more than in the first quarter of 2020.
  • In the household sector, the largest increase was in equity funds, at SEK 54 billion, while the value of the household sector’s bond and money market funds decreased by SEK 1 billion.
  • In terms of total fund wealth in the household sector, the equity funds category remains unequivocally the largest category, at SEK 571 billion, followed by SEK 190 billion in fund-of-funds.

Swedish krona exchange rate was strengthened

The average exchange rate for one euro was SEK 10.12 in the first quarter of 2021, compared with SEK 10.28 in the previous quarter. The Swedish krona was also strengthened against the US dollar, at an average exchange rate of SEK 8.40, compared with SEK 8.63 in the previous quarter. This means that fund investment in foreign currency decreased in value calculated in Swedish kronor.

Number of active funds in the statistics

There were 781 active funds in the first quarter of 2021, which is nine more than in the previous quarter.

Total fund wealth, SEK billions
Investment funds, assets and liabilities

Source: Statistics Sweden

Net investments in investment funds
Investment funds, assets and liabilities

Definitions and explanations

These statistics cover Swedish-registered investment funds. Both mutual funds and special funds are included in the statistics. The category ‘Other funds’ includes funds that could not be classified according to any other category, such as hedge funds.

The Swedish financial enterprises sector includes unit-linked funds and premium pension savings, as well as holdings by financial corporations that may have households as final owners.

Next publishing will be

The next statistical news in this series is scheduled for publication on 2021-08-24 at 09:30

Statistical Database

More information is available in the Statistical Database

Feel free to use the facts from this statistical news but remember to state Source: Statistics Sweden.

Statistical agency

Swedish Financial Supervisory Authority

Box 7821
103 97 Stockholm


Statistics Sweden, Financial Market Statistics Unit

Solna strandväg 86
171 54 Solna


Lucille Lejoned

+46 10 479 40 89

Marcus Lodén

+46 10 479 40 67