$3.39 Trillion Allocated to Equities by Sovereign Funds in 2016

The Sovereign Wealth Fund Institute (SWFI) research team estimates that at the end of 2016, US$ 3.39 trillion was being allocated to the listed equity asset class, an increase from 2015. There was also slightly increased asset allocation percentages in private equity, real estate and infrastructure, with fixed income facing a pullback.

Sovereign fund allocation to private equity remains slightly lower compared to the higher allocations of the quarters in 2012.

In addition, despite prolonged low crude oil prices for oil-based sovereign funds, investment returns for 2016 were a boon for sovereign wealth fund asset levels.

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