What Investor is, in plain terms
Investor is an investment company founded by the Wallenberg family (1916). It owns stakes in a portfolio of listed and unlisted businesses, so many people treat it as a one-ticker way to access Swedish and global industrial exposure.
Well known listed holdings include ABB, AstraZeneca, Atlas Copco, Ericsson, Saab, and SEB, among others.
What OMX30 is, in plain terms
OMX Stockholm 30 is the leading share index for the Stockholm Stock Exchange. It includes the 30 largest and most actively traded stocks on the exchange. It is also a market weighted price index, which means dividends are not included in the index level.
Why people compare Investor vs OMX30
Many Swedish households use OMX30 as a quick market reference. Investor is a single share that provides exposure to many large cap names, including several that are also prominent in Swedish indices. That makes it a realistic comparison people make when deciding between an index fund and Investor.
Official long-term returns: Investor B vs SIXRX
| Period (official table, year end 2024) | Investor B, total return (avg per year) | Swedish return index (SIXRX, avg per year) | Lead (percentage points per year) |
|---|---|---|---|
| 10 years | 18.1% | 10.6% | +7.5 |
| 5 years | 20.3% | 9.8% | +10.5 |
| 1 year | 27.5% | 8.6% | +18.9 |
The key fairness point: price index vs return index
OMX30 is usually quoted as a price index, which excludes dividends. Investor's reported returns are total return (dividends included). SIXRX is a Swedish return index with dividends reinvested. The clean comparison is therefore total return vs a return index, which is exactly how Investor reports it by using SIXRX in the official table.
What the numbers mean in everyday terms
If 100 SEK had grown at the official 10-year average annual rates each year, it would end up around 528 SEK for Investor B versus about 274 SEK for SIXRX over the same span. That is simply what compounding those reported averages implies.
Want to test your own assumptions? Use the compound growth calculator to see how different average returns change long-term outcomes.
Bottom line (facts only)
Based on Investor's official long-term return table (year end 2024), Investor B has outperformed the Swedish return benchmark SIXRX over 1 year, 5 years, and 10 years on an average annual total return basis.
Notes: Returns are average annual totals reported by Investor for Investor B and SIXRX. The compounding example assumes a steady annual rate and is illustrative only.