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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?

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?

Rank Name of Sovereign Wealth Fund Country AUM (billions) Year Started
1 Social Security Trust Fund United States 2,789.50 1935
2 Government Pension Investment Fund Japan 1,337 2001
3 Government Pension Fund- Global Norway 862 1990
4 China Investment Corporation China 746.73 2007
5 Abu Dhabi Investment Authority UAE – Abu Dhabi 621.24 1976

 

No 6 Which are the earliest SWF on this list?

Name of Sovereign Wealth Fund Country AUM (billions) Year Started
CalPERS United States 304.1 1932
Social Security Trust Fund United States 2,789.50 1935
Saudi Arabian Monetary Agency Saudi Arabia 598.4 1952
Kuwait Investment Authority Kuwait 592 1953
Caisse de depot et placement du quebec Canada 284.3 1965

 

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:

Rank Name of Sovereign Wealth Fund Country AUM (billions) Year Started
1 Social Security Trust Fund United States 2,789.50 1935
2 Government Pension Investment Fund Japan 1,337 2001
3 Government Pension Fund of Norway Norway 862 1990
4 China Investment Corporation China 746.73 2007
5 Abu Dhabi Investment Authority UAE – Abu Dhabi 621.24 1976
6 Saudi Arabian Monetary Agency Saudi Arabia 598.4 1952
7 Kuwait Investment Authority Kuwait 592 1953
8 State Administration of Foreign Exchange China 474 1997
9 Hong Kong Monetary Authority China- Hong Kong 442.4 1993
10 Government Investment Corporation of Singapore Singapore 342.64 1981
11 CalPERS United States 304.1 1932
12 Caisse de depot et placement du quebec Canada 284.3 1965
13 Temasek Holdings Singapore 266 1974
14 Qatar Investment Authority Qatar 256 2005
15 National Council for Social Security Fund China 247.4 2000
16 Investment Corp of Dubai Dubai 181.5 2006
17 Public Investment fund Saudi Arabia 160 2008
18 Abu Dhabi Investment Council UAE – Abu Dhabi 110.96 2007
19 Australian Government Future Fund Australia 95 2006
20 Bureau of Labour Funds Taiwan 91.91 2014
21 Korean Investment Corporation South Korea 91.8 2005
22 Samruk-Kazyna Kazhakstan 85.1 2008
23 Russian National Wealth Fund Russia 73.5 2008
24 International Petroleum Investment Company UAE 68.1 1984
25 Mubadala Development Co UAE 67.1 2002
26 Libyan Investment Authority Libya 67 2006
27 Kazhakstan National Fund Kazhakstan 65.4 2000
28 Alaska Permanent Fund USA 53.8 1976
29 Khazanah Nasional Bhd Malaysia 37.6 1993
30 Fondo de reserva de la seguridad social Spain 35.3 1997
31 Andra AP-fonden Sweden 35.03 2000
32 Emirates Investment Authority UAE 34 2007
33 Government Pension Fund Thailand 21.54 1997
34 Alberta Heritage Savings Trust Fund Canada 13.03 1976
35 Heritage and Stabilization Fund Trinidad & Tobago 5.88 2007
36 Fundo soberano angolano Angola 4.8 2012
37 Alabama Trust Fund USA 2.7 1985
38 Fonds de la reserve pour les retraite France 2.25 2001
39 Fondo de ahorro de panama Panama 1.41 2012

 

Source: Caproasia Intel 2016

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

 

 

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