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Sitra's investments Q3/2021

Review of investments in January-September 2021.

Published

The market value of Sitra’s investment assets was 1 087 million euros on 30 September 2021 (976 million euros on 31 Dec. 2020). In the third quarter, the return on investments was +1.2 per cent and in January-September 13,5 per cent.

In September the stock markets declined after a long period of gains as economic growth slowed down after strong recovery, and due to growing expectations of tapering central bank stimulus.

Sitra’s investments by asset type on 30 September 2021
– Listed equity investments  44%
– Fixed income investments  30%
– Real estate and infrastructure investments  14%
– Venture capital and private equity investments  12%

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.

Topic

Sitra as an investor

Sitra’s work for the future is funded by the returns from its capital. Responsibility is an essential part of Sitra’s operation – also as regards investment activities.

Published

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