The market value of Sitra’s investment assets was 1 078 million euros on 30 June 2021 (976 million euros on 31 Dec. 2020). In the first half of the year, the return on investments was +12.2 per cent.
Company earnings recovered from pandemic slump. Monetary and fiscal stimulus also continued to support stock prices.
Sitra’s investments by asset type on 30 June 2021
– Listed equity investments 46%
– Fixed income investments 29%
– Real estate and infrastructure investments 14%
– Venture capital and private equity investments 11%
Sitra’s investment portfolio is diversified across geographies as well as asset classes. Over one third of investments are in Finland.
The long-term return target is 4 % p.a.