The Nobel Foundation’s return on equity amounted to 15.3 per cent in 2013

The Nobel Foundation’s return on equity amounted to 15.3 per cent in 2013

On Friday, April 25, 2014, the Trustees of the Nobel Foundation approved the 2013 financial statements of the Foundation. At year-end, the market value of the Nobel Foundation’s equity was SEK 3,403 m (3,037). Total return on equity amounted to 15.3 (7.8) per cent.

At the end of 2013, the market value of the Nobel Foundation’s portfolio capital was SEK 3,262 m (2,900) and the return on this capital was 16.4 (8.2) per cent. Year-end portfolio capital was allocated among 56 per cent equities, 15 per cent fixed income assets and 29 per cent alternative assets. Alternative assets, in turn, were apportioned among property funds and hedge funds. The return on the Foundation’s total equities portfolio was 24.6 (10.5) per cent, while the return on fixed income investments was 3.1 (6.0) per cent. The return on the Foundation’s alternative investments was 8.0 (4.3) per cent. 

Positive factors behind these returns during 2013 included a certain overweighting of equity investments, especially in the United States, as well as short maturities and a high proportion of credits in the fixed income portfolio. 

The 2014 Nobel Prizes were set at SEK 8 m per prize by the Board of the Nobel Foundation.

Professor Håkan Wennerström, a member of the Royal Swedish Academy of Sciences, was elected as the new Chairman of the Trustees of the Nobel Foundation, succeeding Torgny Håstad, former Justice of the Supreme Court.

The Board of Directors of the Nobel Foundation
Professor Carl-Henrik Heldin, Chairman

Professor Göran K. Hansson, Vice Chairman
Secretary of the Nobel Assembly at Karolinska Institutet and of the Nobel Committee for Physiology or Medicine

Professor Staffan Normark
Secretary General of the Royal Swedish Academy of Sciences

Professor Peter Englund
Permanent Secretary of the Swedish Academy

Mr. Tomas Nicolin, MSc

Kaci Kullmann Five
Deputy Chair of the Norwegain Nobel Committee

Dr Lars Heikensten
Executive Director of the Nobel Foundation 

Deputy members
Professor Astrid Gräslund
Secretary of the Nobel Committee for Chemistry

Professor Lars Bergström
Secretary of the Nobel Committee for Physics

The 2013 Annual Report of the Nobel Foundation and an Annual Review are available
on Nobelprize.org, the official website of the Nobel Prize: http://www.nobelprize.org/nobel_organizations/nobelfoundation/finan-manag.html

Contact: Annika Pontikis, Public Relations Manager of the Nobel Foundation
E-mail: annika.pontikis@nobel.se, tel: +46 8 663 14 70,
fax: +46 8 660 38 47

The Nobel Foundation is a private institution established in 1900 on the basis of the will of Alfred Nobel and the founding statutes promulgated in connection with the will. One central task of
the Foundation is to manage the assets made available through the will for the awarding of the Nobel Prize in Physics, Chemistry, Physiology or Medicine, Literature and Peace.

© The Nobel Foundation, 2014. Nobel Prize® and the Nobel Prize® medal design are registered trademarks of the Nobel Foundation.