Sovereign wealth fund performance worldwide 2020

Liability sovereigns performed best globally in 2020, with one-year actual returns of 8.3 percent, despite returns of only 3.4 percent in 2018. Liquidity sovereigns had the worst performance, while Development and investment sovereigns each had one-year returns of seven percent.

One-year actual return of sovereign wealth funds worldwide from 2016 to 2020, by investment objectives

Investment objectives	2016	2017	2018	2019	2020
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Release date

July 2021

More information

Region

Worldwide

Survey time period

January to March 2021

Number of respondents

141 respondents*

Special properties

Chief investment officers, heads of asset classes and senior portfolio strategists

Method of interview

Face-to-face interview

Supplementary notes

Direct Strategic Investments (DSI) are direct investments held outside a private markets’ portfolio.

*Interviews were conducted with 141 funds: 82 sovereign investors and 59 central banks.

This question was phrased by the source as follows: "What has been your fund’s actual percentage annualized return (at 31 December 2020) over the past one year period? (%)"

Sample size: 2016 = 49, 2017 = 52, 2018 = 55, 2019 = 71, 2020 = 61

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