Real estate securities accounted for the largest portion of assets managed through alternative investment products. Private equity securities ranked second accounting for 7.4 percent of the total amount of sovereign wealth fund (SWF) assets allocated to alternative investments.
Sovereign wealth funds are state-owned investment funds that serve different purposes according to their mandate. Sovereign savings funds are used by governments to hedge against the cost of an increasingly elderly population, and to generate intergenerational equity.
Alternative investment asset allocation of sovereign wealth funds worldwide in 2023
Data reflects asset allocation to alternative investment securities only.
Supplementary notes
This data shows the breakdown of the asset allocation among global sovereign wealth funds (SWF) across alternative investment securities only. Alternative investment asset allocation accounts for less than one-third of total asset allocation.
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.
Profit from the additional features of your individual account
Currently, you are using a shared account. To use individual functions (e.g., mark statistics as favourites, set
statistic alerts) please log in with your personal account.
If you are an admin, please authenticate by logging in again.
Learn more about how Statista can support your business.
Invesco Ltd.. (July 14, 2023). Alternative investment asset allocation of sovereign wealth funds worldwide in 2023 [Graph]. In Statista. Retrieved December 22, 2024, from https://www.statista.com/statistics/1267558/alternative-investment-asset-allocation-of-sovereign-wealth-funds/
Invesco Ltd.. "Alternative investment asset allocation of sovereign wealth funds worldwide in 2023." Chart. July 14, 2023. Statista. Accessed December 22, 2024. https://www.statista.com/statistics/1267558/alternative-investment-asset-allocation-of-sovereign-wealth-funds/
Invesco Ltd.. (2023). Alternative investment asset allocation of sovereign wealth funds worldwide in 2023. Statista. Statista Inc.. Accessed: December 22, 2024. https://www.statista.com/statistics/1267558/alternative-investment-asset-allocation-of-sovereign-wealth-funds/
Invesco Ltd.. "Alternative Investment Asset Allocation of Sovereign Wealth Funds Worldwide in 2023." Statista, Statista Inc., 14 Jul 2023, https://www.statista.com/statistics/1267558/alternative-investment-asset-allocation-of-sovereign-wealth-funds/
Invesco Ltd., Alternative investment asset allocation of sovereign wealth funds worldwide in 2023 Statista, https://www.statista.com/statistics/1267558/alternative-investment-asset-allocation-of-sovereign-wealth-funds/ (last visited December 22, 2024)
Alternative investment asset allocation of sovereign wealth funds worldwide in 2023 [Graph], Invesco Ltd., July 14, 2023. [Online]. Available: https://www.statista.com/statistics/1267558/alternative-investment-asset-allocation-of-sovereign-wealth-funds/
