The market value of Sitra’s investment assets was 1 023 million euros on 31 March 2021 (976 million euros on 31 Dec. 2020). In the first quarter, the return on investments was 5.6 per cent.
Rising interest rates reduced returns from fixed income investments. Continuing stimulus and the advancing vaccine roll-out especially in the USA supported stock prices.
Sitra’s investments by asset type on 31 March 2021
– Listed equity investments 45%
– Fixed income investments 31%
– Real estate and infrastructure investments 13%
– Venture capital and private equity investments 11%
Sitra’s investment portfolio is diversified across geographies as well as asset classes. Close to one third of investments are in Finland.
The long-term return target is 4 % p.a.