As of 2023, almost 60 percent of global sovereign wealth fund (SWF) assets were managed through equity and fixed-income securities. Illiquid alternatives accounted for an additional 23 percent of total assets, while the remaining securities combined accounted for less than 20 percent of global assets.
Sovereign wealth funds (SWFs) are state-owned investment funds that serve different purposes according to their mandate. Sovereign strategic funds (also known as development funds) are used to foster socio-economic development and generating a positive return while investing in strategic domestic sectors.
Asset allocation of sovereign wealth funds worldwide in 2023
The survey results are reflective of a survey group complied of 142 chief investment officers,heads of asset classes, and senior portfolio strategists from 85 sovereign
wealth funds and 57 central banks. Collectively, these institutions manage
approximately US$21 trillion in assets.
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Invesco Ltd.. (July 14, 2023). Asset allocation of sovereign wealth funds worldwide in 2023 [Graph]. In Statista. Retrieved November 10, 2024, from https://www-statista-com.ezproxy.canberra.edu.au/statistics/1267563/asset-allocation-of-sovereign-wealth-funds-worldwide/
Invesco Ltd.. "Asset allocation of sovereign wealth funds worldwide in 2023." Chart. July 14, 2023. Statista. Accessed November 10, 2024. https://www-statista-com.ezproxy.canberra.edu.au/statistics/1267563/asset-allocation-of-sovereign-wealth-funds-worldwide/
Invesco Ltd.. (2023). Asset allocation of sovereign wealth funds worldwide in 2023. Statista. Statista Inc.. Accessed: November 10, 2024. https://www-statista-com.ezproxy.canberra.edu.au/statistics/1267563/asset-allocation-of-sovereign-wealth-funds-worldwide/
Invesco Ltd.. "Asset Allocation of Sovereign Wealth Funds Worldwide in 2023." Statista, Statista Inc., 14 Jul 2023, https://www-statista-com.ezproxy.canberra.edu.au/statistics/1267563/asset-allocation-of-sovereign-wealth-funds-worldwide/
Invesco Ltd., Asset allocation of sovereign wealth funds worldwide in 2023 Statista, https://www-statista-com.ezproxy.canberra.edu.au/statistics/1267563/asset-allocation-of-sovereign-wealth-funds-worldwide/ (last visited November 10, 2024)
Asset allocation of sovereign wealth funds worldwide in 2023 [Graph], Invesco Ltd., July 14, 2023. [Online]. Available: https://www-statista-com.ezproxy.canberra.edu.au/statistics/1267563/asset-allocation-of-sovereign-wealth-funds-worldwide/
