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.