Collective funding ratio

Our collective funding ratio is shown here.
The insurance companies report their funding ratio to the Swedish Financial Supervisory Authority. Within the insurance industry a funding ratio of 100 per cent indicates normal funding.

 

What is collective funding?

Collective funding is a buffer for Alecta’s insurance commitments to protect against fluctuations in investment return and insurance risks. It is the difference between Alecta’s assets and the company’s insurance commitments to policyholders and insured individuals.

Collective solvency policy decided to take effect on June 30, 2006.

The collective solvency is normally allowed to vary between 125 and 155 per cent, with the target 140 per cent. If the level of collective solvency is less than 125 per cent or exceeds 155 per cent, measures are to be taken in order to create conditions for restoring the level of collective solvency to the normal interval.
 
2008 Quarter Ratio
March 141.0 per cent
June 140.0 per cent
September 126.0 per cent
December
 
2007 Quarter Ratio
March 153.0 per cent
June 164.6 per cent
September 164.0 per cent
December 152.0 per cent
 
2006 Quarter Ratio
March 141.7 per cent
June 142.7 per cent
September 141.1 per cent
December 143.1 per cent
 
2005 Quarter Ratio
March 131.0 per cent
June 128.5 per cent
September 127.3 per cent
December 128.5 per cent
 
2004 Quarter Ratio
March 124.4 per cent
June 124.7 per cent
September 125.6 per cent
December 128.0 per cent
 
2003 Quarter Ratio
March 112.0 per cent
June 117.7 per cent
September 118.8 per cent
December 119.9 per cent
 
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