The Swedish fund
market in figures
Graphs showing the develepment of the Swedish fund market
2000-2010.
Fund saving in figures
Swedish fund savers invested the majority of their fund savings in equity funds during the period between 2000 and 2010. It was only in 2008, and as a result of the financial crisis, that equity funds accounted for less than 50 per cent of total fund assets. Swedish fund assets increased during the period from 2000 to 2010 from SEK 888 billion to SEK 1,928 billion.
Net savings in funds have, on average, totalled almost SEK 70 billion per annum during the period from 2000 to 2010. Substantial variations have, however, been noted and in 2008, a net withdrawal of just under SEK 8 billion was noted. In 2009, however, levels of fund saving reached record levels, with net deposits totalling SEK 135 billion. A net total of SEK 86 billion was invested in funds in 2010.
A net total of approximately SEK 47 billion was invested in equity funds in 2010, corresponding to 55 per cent of total net savings in funds. The biggest deposits were made in Global funds (SEK 14 billion) and Sweden funds (SEK 13 billion), but investments in “Other markets” (BRIC, Latin America and Africa) were also popular during the year (SEK 11 billion). Net withdrawals were, however, made from “Sweden and Global funds” (SEK – 6 billion), which primarily comprise the former public savings programmes, and Europe funds (SEK -5 billion), which were negatively affected by the financial problems in southern Europe.
Net savings in pension-linked fund savings have remained high throughout the first decade of the new century and have comprised at least half of total new savings. In 2010, pension-linked fund saving accounted for 64 per cent of the net inflow.
Pension-related savings in investment funds account for an increasingly large percentage of total fund savings in Sweden. Pension savings now accounts for 50 per cent of the total net fund assets in Sweden, in comparison with 28 per cent in 2000.
Swedish fund savers – outward bound!
Twenty years ago, virtually all fund-based saving in equity funds was in funds registered in Sweden. Nowadays, Swedes’ fund savings are invested all over the world, with emerging markets the most popular type of fund.
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