26 April 2021
Figures in parentheses refer to key figures as of March 31, 2020.
• Alecta Optimal Pension’s return was 9.4 percent (3.1) at an annual rate over the past five-year period.
• Defined benefit insurance return was 6.6 percent (2.7) at an annual rate over the past five-year period.
• The solvency ratio for the Group was 181 percent (149).
• The management expense ratio for the Group was 0.08 percent (0.08).
• The asset management expense ratio was 0.022 percent (0.022).
Alecta’s premium savings product Alecta Optimal Pension gave a return of 6.9 percent during the first quarter of 2021. During the five-year period until the end of March 2021, Alecta Optimal Pension’s total return was 9.4 percent on average per year. The information about Alecta Optimal Pension refers to the pre-selection portfolio with 60 percent shares. In defined-contribution insurance, the size of the pension is determined on the basis of the insured’s paid premiums and return.
Assets under management in the total portfolio for Alecta Optimal Pension amounted to SEK 184 billion (131) at the end of the period.
The return on Alecta’s defined benefit insurance was 4.1 percent during the first quarter of 2021. Over the past five-year period, the average annual return has been 6.6 percent. Within defined-benefit insurance, the collective consolidation amounted to 160 per cent on 31 March 2021. In defined-benefit insurance, the size of the pension is determined on the basis of the insured’s salary and length of service. Over time, the return is primarily important for employers’ pension costs.
Assets under management in the total portfolio for defined benefit insurance amounted to SEK 906 billion (763) at the end of the period. Alecta’s solvency ratio was 181 percent on March 31, 2021. Total capital managed by Alecta was SEK 1,090 billion (894) at the end of the period.Source: Alecta
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