Swedish investment savings accounts take top share of fund sales

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Sweden’s so called Investeringssparkonto, a tax efficient savings wrapper regime, has accounted for the biggest share of household total savings into funds over the past year, data from the Swedish Investment Fund Association suggests.

Net savings into funds via ISK accounts hit SEK51bn (€538m) in 2014, which was the single biggest share along side other savings methods such as investing in funds via the Premium Pension system or unit linked investments.

A breakdown of that SEK51bn figure for net investments, show that equity funds accounted for some SEK13.95 bn, balanced funds about SEK27.27bn, and bond funds SEK9.67bn.

Total net savings in investment funds, by year (SEK bn):

Swedish funds net savings

Total industry AUM (SEK bn)

Sweden total aum

(Source: Swedish Investment Fund Association)

Jonathan Boyd
Editorial Director of Open Door Media Publishing Ltd, and Editor of InvestmentEurope. Jonathan has over two decades of media experience in Japan, Australia, Canada and the UK. Over the past 17 years he has been based in London writing about funds and investments. From editing the newsletter of the Swedish Chamber of Commerce in Japan in the 1990s he now focuses on Nordic markets for InvestmentEurope. Jonathan was awarded Editor of the Year at the Professional Publishers Association (PPA) Independent Publisher Awards 2017. Shortlisted for the same in 2016, he was also shortlisted in 2017 and 2015 for the broader PPA Awards category Editor of the Year (Business Media).

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