Sitra’s investments Q1/2023

The market value of Sitra’s investment assets was 964 million euros on 31 March 2023 (941 million euros on 31 Dec. 2022). In the first quarter, the return on investments was 3.0 per cent.

The year 2023 started positively with share prices rising and interest rates falling. In March, problems in the banking sector increased uncertainty in the markets.  

Sitra’s investments by asset type on 31 March 2023

– Listed equity investments 44%
– Fixed income investments 19%
– Venture capital and private equity investments 17%
– Real estate and infrastructure investments 20%

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 a real return of 3 per cent p.a.