Norway's Oil Fund Returned 9.4%% in 2H, Fund Value Rose to NOK11.67 Tln

By Ian Walker

 

Norway's trillion-dollar sovereign-wealth fund, the world's largest, returned 9.4% in the first half of the year as gains in finance and energy stocks drove the value of the fund's equity investments higher.

Norges Bank Investment Management, the arm of the central bank that manages the sovereign-wealth fund, commonly known as the oil fund, said Wednesday that the half-yearly return was equivalent to a gain of 990 billion Norwegian kroner ($111.06 billion).

The fund had a value of NOK11.67 trillion at June 30, and was 72.4% invested in equities, 25.1% in fixed income, 2.4% in unlisted real estate and 0.1% in unlisted renewable energy infrastructure.

Equity investments returned 13.7% in the period, unlisted real-estate investments returned 4.6% while fixed-income investments made a negative return of 2.0% and unlisted renewable energy infrastructure returned negative 1.9%, NBIM said.

 

Write to Ian Walker at ian.walker@wsj.com




      

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