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The market value of Sitra’s investment assets was 983 million euros on 31 March 2024 (965 million euros on 31 Dec. 2023). In the first quarter, the return on investments was 2.7 per cent.
The year 2024 has started with rising stock prices despite postponed interest rate cut expectations. The earnings of major AI technology companies have exceeded expectations.
Sitra’s investments by asset class on 31 March 2024
– Listed equity investments 44%
– Venture capital and private equity investments 17%
– Fixed income investments 19%
– Real estate, infrastructure and timberland 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.
