Folketrygdfondet

Folketrygdfondet manages Statens pensjonsfond Norge (The Government Pension Fund Norway) with a focus on generating the highest possible return over time through active, responsible, and long-term ownership within the Nordic region. The fund was originally established in 1967 to manage surpluses from the national insurance scheme, but its connection to the scheme ceased in the 1980s. The Norwegian Parliament has mandated an annual withdrawal of 3 percent from the fund starting in 2025. The fund's investment strategy revolves around active management, aiming to outperform the benchmark index. This active management has resulted in an average annual excess return of 85 basis points over the past ten years (2015-2024), equating to approximately 60 billion NOK and over 15 percent of the fund's value. Their investment universe is limited to the Nordic countries. Responsibility is a key element of Folketrygdfondet's investment approach. They actively exercise their ownership rights through voting and engagement with portfolio companies, as evidenced by their publicly disclosed voting records and flag notifications. They strive to promote good corporate governance and sustainable business practices within their portfolio companies. This commitment to responsible investing aligns with their long-term investment horizon. Folketrygdfondet strives to create returns through active ownership and management with a long-term perspective, focusing on the Nordic market.

Not explicitly stated but implied to be broad within the Nordic market, focusing on listed equities and fixed income

Thematische Schwerpunkte und Zielmarktsegmente von Interesse.