Investment funds 4th quarter, 2024
Fund assets increase by 4.0 percent
Statistical news from Statistics Sweden and Swedish Financial Supervisory Authority 2025-02-24 8.00
At the end of the fourth quarter of 2024, the total fund assets in Swedish funds amounted to SEK 8,243 billion. This is an increase of SEK 319 billion, corresponding to 4.0% compared to the previous quarter.
- This is the largest quarterly increase since the first quarter of 2024, when it was around 10 percent. The value change over the past quarter is partly due to some foreign funds merging with their corresponding Swedish funds, says Malcolm Svensson Rothmaier, economist at Statistics Sweden’s Financial Market Statistics section.
Important information
From the publication for the fourth quarter of 2024 onwards, the data has been enriched with custodian data to better describe household fund holdings, which were previously partly under financial corporations. Revisions of previously published series have been made up to and including the first quarter of 2024. As a result of this change, Statistics Sweden will not report transactions in fund units for households and financial corporations, as well as households' fund holdings in individual pension savings (IPS).
Development for the fourth quarter in brief:
- The investment funds' holdings in shares increased by 4.5 percent (+SEK 253 billion to SEK 5,838 billion).
- Net investments in equity funds amounted to SEK 20 billion during the quarter.
- - This was the second consecutive quarter with positive net investments in equity funds, after SEK 17 billion in the third quarter, following two consecutive quarters with negative flows, says Malcolm Svensson Rothmaier.
- Holdings in bond and money market funds have increased by SEK 60 billion from the previous quarter, corresponding to 7.8% to SEK 822 billion.
- Bond and money market funds had the highest net investments overall, exactly SEK 60 billion, of which long-term bond funds accounted for SEK 41 billion.
- The total net investments in investment funds amounted to SEK 100 billion, an increase of SEK 59 billion from the previous quarter.
Exchange rate of the krona
The average exchange rate for one Euro during the quarter was SEK 11.49 compared to SEK 11.45 during the previous quarter. The average exchange rate for one US dollar was SEK 10.76 compared to SEK 10.43 in the previous quarter.
Number of active funds in the statistics
During the fourth quarter, 9 previously active funds were discontinued or absorbed. In total, there were 853 active Swedish funds, 14 more than in the previous quarter.
Source: Statistics Sweden
Definitions and explanations
The statistics include investment funds registered in Sweden. Both mutual funds and special funds are included in the statistics. The other funds category includes funds that could not be classified under any other category, such as Hedge Funds.
The Swedish financial companies sector includes, for example, mutual fund insurance and premium pension savings and holdings in managed depots that may have households as the final owner.
Next publishing will be
The next statistical news in this series is scheduled for publication on 2025-05-23 at 08:00.
Statistical Database
More information is available in the Statistical Database
Feel free to use the facts from this statistical news but remember to state Source: Statistics Sweden.