The market value of Sitra’s investment assets was 993 million euros on 30 September 2024 (965 million euros on 31 Dec. 2023). In the third quarter, the return on investments was 1.5 per cent and in January-September 5.8 per cent.
Sitra’s investments by asset class on 30 September 2024
– Listed equity investments 43%
– Venture capital and private equity investments 17%
– Fixed income investments 20%
– Real estate, infrastructure and timberland investments 20%
Sitra’s investment portfolio is diversified across geographies as well as asset classes.
The long-term return target is a real return of 3 per cent p.a.