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List of Sovereign Wealth Funds 2016

Sovereign Wealth Funds (SWF) had been taking global center stage in investments since 2008 Global Financial Crisis, taking a more active role in the global capital markets (debts and equity).

Caproasia Intel 2016 reviewed the list of 39 Sovereign Wealth Funds:

No. 1 Which is the Largest SWF?

The largest SWF is Social Security Trust Fund, United States with AUM of $2,789.5 trillion. It was founded in Year 1935.

 

No. 2 What is the Smallest SWF?

 

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The smallest SWF on the list is Fondo de ahorro de panama, Panama with AUM of $1.41 billion.  It was founded in Year 2012.

 

No. 3 Which is the Oldest SWF?

The oldest SWF is CalPERS, United States founded in 1932, with AUM of $304.1 billion. CalPERS stands for California Public Employees’ Retirement System.

 

No. 4 What is the Total SWF AUM?

Collectively, the total AUM of the 39 SWF on this list is $11.568 Trillion.  This figure is 15.02% of global GDP ($77 Trillion in 2014)

 

No 5 Which are the Top 5 Sovereign Wealth Funds?

RankName of Sovereign Wealth FundCountryAUM (billions)Year Started
1Social Security Trust FundUnited States2,789.501935
2Government Pension Investment FundJapan1,3372001
3Government Pension Fund- GlobalNorway8621990
4China Investment CorporationChina746.732007
5Abu Dhabi Investment AuthorityUAE – Abu Dhabi621.241976

 

No 6 Which are the earliest SWF on this list?

Name of Sovereign Wealth FundCountryAUM (billions)Year Started
CalPERSUnited States304.11932
Social Security Trust FundUnited States2,789.501935
Saudi Arabian Monetary AgencySaudi Arabia598.41952
Kuwait Investment AuthorityKuwait5921953
Caisse de depot et placement du quebecCanada284.31965

 

No. 7 What is the difference between Sovereign Wealth Funds (SWFs) and Pension Funds (PFs)?

Conventionally, Sovereign Wealth Funds manage assets of the nation from budget surplus, reserves and assets while Pension Funds manage savings and retirements money from employees or citizens.

Both Sovereign Wealth Funds and Pension Funds manage large pool of assets and often look for the same investment opportunities.  Increasingly, they adopt the same investment philosophy and some countries or states have overlapped the asset management and operations of SWFs and PFs.

 

 

All 39 Sovereign Wealth Funds:

RankName of Sovereign Wealth FundCountryAUM (billions)Year Started
1Social Security Trust FundUnited States2,789.501935
2Government Pension Investment FundJapan1,3372001
3Government Pension Fund of NorwayNorway8621990
4China Investment CorporationChina746.732007
5Abu Dhabi Investment AuthorityUAE – Abu Dhabi621.241976
6Saudi Arabian Monetary AgencySaudi Arabia598.41952
7Kuwait Investment AuthorityKuwait5921953
8State Administration of Foreign ExchangeChina4741997
9Hong Kong Monetary AuthorityChina- Hong Kong442.41993
10Government Investment Corporation of SingaporeSingapore342.641981
11CalPERSUnited States304.11932
12Caisse de depot et placement du quebecCanada284.31965
13Temasek HoldingsSingapore2661974
14Qatar Investment AuthorityQatar2562005
15National Council for Social Security FundChina247.42000
16Investment Corp of DubaiDubai181.52006
17Public Investment fundSaudi Arabia1602008
18Abu Dhabi Investment CouncilUAE – Abu Dhabi110.962007
19Australian Government Future FundAustralia952006
20Bureau of Labour FundsTaiwan91.912014
21Korean Investment CorporationSouth Korea91.82005
22Samruk-KazynaKazhakstan85.12008
23Russian National Wealth FundRussia73.52008
24International Petroleum Investment CompanyUAE68.11984
25Mubadala Development CoUAE67.12002
26Libyan Investment AuthorityLibya672006
27Kazhakstan National FundKazhakstan65.42000
28Alaska Permanent FundUSA53.81976
29Khazanah Nasional BhdMalaysia37.61993
30Fondo de reserva de la seguridad socialSpain35.31997
31Andra AP-fondenSweden35.032000
32Emirates Investment AuthorityUAE342007
33Government Pension FundThailand21.541997
34Alberta Heritage Savings Trust FundCanada13.031976
35Heritage and Stabilization FundTrinidad & Tobago5.882007
36Fundo soberano angolanoAngola4.82012
37Alabama Trust FundUSA2.71985
38Fonds de la reserve pour les retraiteFrance2.252001
39Fondo de ahorro de panamaPanama1.412012

 

Source: Caproasia Intel 2016

Dataset: Sovereign Wealth Funds Portal, Sovereign Wealth Fund Institute (2014 / 2015 figures)

 

 

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