Asset Owner Directory

AP Fonden 4 (AP4)

AP4 was originally established in 1974 to manage part of Sweden’s public pension capital. At the time AP4 mainly invested in Swedish equities, but since the start of the new pension system in 2001, its investment assignment has broadened, and today AP4 invests in equities as well as in fixed income assets, both in Sweden and abroad. AP4 also invests in unlisted assets, such as property companies and infrastructure companies

Country

Sweden

AUM ($B)

$53

Performance

9.6

Chief Executive

Niklas Ekvall

Chair

Sarah McPhee

Asset allocation
AP4's mission is through the management of fund capital to maximize shareholder value over time, thus contributing to the stability of the pension system

39.6% Global Equities

16.7% Swedish Equities

20% Global Fixed Income

10.6% Swedish Fixed Income

13.1% Real Assets

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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.
Investor Profile

AP4’s future: nimble and low cost

The Swedish buffer fund AP4’s high allocation to equities has meant its record annual return in 2019 has come tumbling down to a first half result of -2.5 per cent. But its very low cost and nimble nature positions it well for the future.
Asset Owner Directory