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)

$49

Performance

3.5

Chief Executive

Eva Halvarsson

Chief Investment Officer

Hans Fahlin

Chair

Jan Roxendal

Asset allocation

Asset Allocation as of December 31, 2021 was as follows: Swedish Equities (9%), Developed Market Equities (21.5%), Emerging Market Equities (10.5%), Fixed-income securities (20.5%), Green bonds (3%), Emerging market securities (7.5%), Real Estate (15%), Private Equity Bonds (6.5%), Sustainable Infrastructure (0.5%), Alternative Credits (0.5%), Alternative risk premiums (2.0%), China A-shares (2.5%), Chinese government bonds (1.0%)

9% Swedish Equities

21.5% Developed Market Equities

10.5% Emerging Market Equities

20.5% Fixed Income Securities

3% Green Bonds

7.5% Emerging Market Securities

15% Real Estate

6.5% Private Equity Funds

0.5% Sustainable Infrastructure

0.5% Alternative Credits

2% Alternative Risk Premiums

2.5% China A-shares

1% Chinese Government Bonds

Website

View the annual report

Asset allocation as of February 12, 2021. All information is as per the most recent annual report or other publicly available data via the fund's website

Top1000funds.com related articles

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

Featured Story

Asset owners’ increasingly global diversity lens

More investors around the world are looking at how to invest with a diversity lens. Amanda White examines how investors in Japan, Sweden, the US and Canada are addressing the diversity question as part of their internal organisation and in their investments and the managers they work with.

Amanda WhiteJune 24, 2021

Sustainability Digital – March 2021

Diversity: How to move the needle

Targets, allocating to diverse managers and acting on calls for change from diverse staffers are just some of the ways asset owners are boosting diversity in their own organisations. Investors at the Kresge Foundation, AP2 and AIMCo talk about their diversity, equity and inclusion action.

Sarah RundellMarch 17, 2021

Sustainability

The qualities of successful stewardship

The Investor Mining & Tailings Safety Initiative, chaired by the Church of England Pensions Board and the Swedish Council of Ethics of the AP Funds has won the PRI Stewardship Project of the Year Award. The initiative reveals the qualities of successful stewardship.

Amanda WhiteOctober 8, 2020

Private Equity

Asset owners demand more ESG from GPs

ESG is a core expectation of LPs in assessing private equity managers, and some asset owners including AP2 are willing to forego opportunities if a manager is not transparent on ESG, a panel at PRI in Person discussed.

Sarah RundellSeptember 11, 2019

View more articles

Asset Owner Directory

Fund Name	Country	AUM ($B)	Articles	More Info
Local Pensions Partnership	United Kingdom	$24	7	View Info
British Columbia Investment Management Corporation (BCI)	Canada	$161	12	View Info
Church of England Pension Board	United Kingdom	$4	7	View Info