40 years of fund investments in Sweden laid bare

Jonathan Boyd
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40 years of fund investments in Sweden laid bare

The Swedish Investment Fund Association has published research outlining the evolution of the local market in funds over the past 40 years, in a document that also addresses developments in fund vehicle structures such as Ucits and trends in geographic and asset class exposure.

The research covers the period 1979-2019, and is subitled "How Sweden became world champions in fund savings" - a title that reflects the deep penetration of funds for both investment and long term savings purposes in the country.

Co-authored by Fredrik Pettersson, chief analyst, deputy managing director, Gustav Sjöholm, savings economies, och Fredrik Hård, economist, NAVs, the research report starts by describing how the market as it was in 1979, and thereafter describes developments for each of the following 10-year periods in tersm of fund savings as well as the equity and fixed income markets. Certain long term trends are specifically covered, while insight is also presented into how household savings have evolved over the full period.

To read the full report (in Swedish), click the pdf link below:
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Jonathan Boyd
Author spotlight

Jonathan Boyd

Editorial Director of Open Door Media Publishing Ltd, and Editor of InvestmentEurope.