Asset Owner Directory

AP Fonden 2 (AP2)

Andra AP-fonden (AP2) is one of five buffer funds within the Swedish pension system, tasked with maximizing long-term return – and at low risk to pension disbursements. A committed asset manager, the Fund invests worldwide, in a wide range of assets like equities, fixed income and real estate.

Country

Sweden

AUM ($B, AS AT DATE OF ASSET ALLOCATION)

$58

Performance (%, 1YR)

-6.7

Chief Executive

Eva Halvarsson

Chief Investment Officer

Erik Kleväng Callert

Chair

Jan Roxendal

Asset allocation

9% Swedish Equities

21% Developed Market Equities

10.5% Emerging Market Equities

20% Fixed Income Securities

3% Green Bonds

7.5% Fixed Income Emerging Markets

14.5% Real Estate

9% Private Equity

1.5% Sustainable Infrastructure

0.5% Private Debt

1.5% Alternative Risk Premiums

2% China A-Shares

Website

View the annual report

Asset allocation as of December 31, 2022. All information is as per the most recent annual report or other publicly available data via the fund's website

Top1000funds.com related articles

Sustainability

Sweden’s AP funds model sustainable ownership

The CEOs of Sweden's AP funds comment on important milestones in the last year, including decisions to bring more management in-house, governance changes and increased sustainable investment.

Sarah RundellMay 9, 2024

Featured Story

Dutch, British and Australian funds latest to back timberland

Investors are hunting forestry assets because they combines a large-scale sustainable investment with compelling risk-adjusted, inflation proof returns and diversification. Funds like Nest, APG and AP2 explain their approach.

Sarah RundellOctober 19, 2023

Featured Story

AP2 returns active Chinese equities back to quant

AP2, Sweden’s SEK 400 billion ($38.8 billion) buffer fund, recently divested its allocation to three Chinese asset managers overseeing an allocation to China A shares despite spending many years carefully building up the successful stock picking portfolio.

Sarah RundellApril 11, 2023

Sustainability

AP2 aligns portfolio with energy transition; forestry focus

In a recent update, AP2, the SEK 440 billion ($44.1 billion) Swedish buffer fund, outlined how it is investing in forestry, green bonds and bioenergy in support of the energy transition

Sarah RundellJune 27, 2022

Investor Profile

Sweden’s recipe for success: Active, low cost, ESG

CEOs at Sweden's four buffer funds link stellar returns to low costs, sustainability and active management.

Sarah RundellMarch 3, 2022

Investor Profile

AP2 continues sustainability journey with stellar returns and costs

Swedish buffer fund, AP2, has incorporated Paris-aligned rules into its benchmark construction for global and emerging market equities. This year it turns its attention to Swedish and Chinese equities. The moves come on the back of the best-ever half year return for the SEK421.2 billion fund and its lowest ever costs.

Amanda WhiteSeptember 7, 2021

View more articles

Asset Owner Directory

Fund Name	Country	AUM ($B)	Articles	More Info
BT Pension Scheme (BTPS)	United Kingdom	$47	31	View Info
New Mexico State Investment Council	United States	$45	6	View Info
AP Fonden 4 (AP4)	Sweden	$47	34	View Info