La stabilità della navigazione: informazioni tratte dal rapporto finanziario interinale dell'AP3 sui impegni per il clima
Il Fondo Pensione Nazionale Svedese Terzo (AP3) ha annunciato i suoi risultati finanziari per il primo semestre del 2025, segnalando un rendimento dell'1,7% dopo le spese. Questa modesta crescita si verifica in un clima economico globale difficile, con il capitale del fondo a SEK 550,6bn (oltre $58bn).
Despite the equities management underperforming its benchmark due to volatility in global equity markets, AP3's fixed-income portfolio outperformed its benchmark index by 0.56%. This success is partly attributed to AP3's sustainable bond tilt in its fixed-income allocations, with the fixed-income credit portion of the fund comprising 24.8% of the total fixed-income investments.
One of AP3's strategic initiatives is its commitment to achieving net zero portfolio emissions by 2045. This commitment is reflected in the growth of its green bond holdings, which increased from SEK 3.8bn in 2014 to SEK 24.8bn by 2024, accounting for 24.8% of the fund at the end of 2024.
AP3's alternative investments portfolio, which accounts for 27.5% of the fund's exposure, includes timberland. The timberland portfolio has been a consistent performer, returning an average of 9.3% annually over the past five years. However, half-year returns for the timberland portfolio are not considered insightful indicators due to annual revaluations.
The majority of AP3's timberland assets are primarily located in the US, making up 67% of the foreign holdings. The positive returns from the timberland portfolio, along with the favourable fixed-income results, are significant steps towards AP3's long-term sustainability goals.
Over the past five years, AP3 has reported an average return of 8.5%, with a 10-year average return of 7.8%. Despite the recent challenges, AP3 remains committed to delivering sustainable, long-term returns for its beneficiaries.
While the spokesperson's name for the specific statement about the fixed-income credit portion of the fund is not publicly available, AP3 continues to strive for transparency and accountability in its operations. The fund's focus on sustainability, coupled with its strong financial performance, positions it well for the future.
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