Notes to the financial statements for the year ended 31 December 2015
43
12. Financial risk and management objectives and policies continued
a Market risk continued
iii Currency risk
Currency risk is the risk that the value of a financial instrument will fluctuate due to changes in foreign exchange rates. The Petroleum Fund invests in fixed income and equity securities that are denominated in currencies other than the United States dollar.
Accordingly, the Fund’s assets may be affected favourably or unfavourably by fluctuations in currency rates. Therefore, the Fund is necessarily subject to foreign exchange risks. The Funds assets are 74 2014: 74 in US Dollars, therefore exposure to currency
movements are limited.
The assets of the Petroleum Fund to which the Fund had significant currency exposure at balance date, reported in United States Dollar equivalents, are set out in the following table:
As at 31122015 USD
USD EUR
AUD GBP
JPY Other
Currencies Total
Cash and cash equivalents 93,125,682
6,739,595 1,703,043
1,337,560 1,102,465
31,168,465 135,176,810
Equity securities 3,784,991,393
734,478,624 162,983,537
485,484,977 579,451,558
676,772,309 6,424,162,398
Interest bearing securities 8,069,211,368
487,196,026 177,167,232
155,324,504 154,358,289
608,651,281 9,651,908,700
Receivables 5,074,427
6,993,763 449,699
1,133,159 774,704
12,465,099 26,890,851
Payables 5,476,730
188,468 1,992,105
10,986,901 51,904
2,101,502 20,797,610
Total physical exposure 11,946,926,140
1,235,219,540 340,311,406
632,293,299 735,635,112
1,326,955,652 16,217,341,149
Forward exchange contracts - buy foreign currency
56,344,283 11,393,418
1,991,859 17,874,536
18,287,053 25,474,946
131,366,095 - sell foreign currency
55,845,905 14,438,034
16,435,649 16,914,010
9,268,735 18,232,406
131,134,739
Total derivative exposure 498,378
3,044,616 14,443,790
960,526 9,018,318
7,242,540 231,356
Total net exposure 11,947,424,518
1,232,174,924 325,867,616
633,253,825 744,653,430
1,334,198,192 16,217,572,505
Exposure of Fund net assets 73.67
7.60 2.01
3.90 4.59
8.23 100
As at 31122014 USD
USD EUR
AUD GBP
JPY Other
Currencies Total
Cash and cash equivalents 28,863,537
1,653,773 2,390,163
2,266,378 13,391,329
18,276,961 66,842,141
Equity securities 3,856,201,783
740,570,166 176,209,987
532,166,374 531,978,919
742,812,061 6,579,939,290
Interest bearing securities 8,311,880,936
454,765,394 163,501,748
193,285,097 147,261,709
616,124,794 9,886,819,678
Receivables 5,498,556
4,300,673 442,602
4,608,640 1,389,759
3,822,871 20,063,101
Payables 3,685,773
- 2,204,328
50,352 1,683,120
7,147,894 14,771,467
Total physical exposure 12,198,759,039
1,201,290,006 340,340,172
732,276,137 692,338,596
1,373,888,793 16,538,892,743
Forward exchange contracts Options
- -
- -
- 18,075
18,075 - buy foreign currency
48,966,260 36,716,048
4,574,608 2,569,365
12,152,678 36,596,184
141,575,143 - sell foreign currency
48,606,135 37,274,235
4,578,906 2,568,965
12,292,038 36,548,222
141,868,501
Total derivative exposure 360,125
558,187 4,298
400 139,360
66,037 275,283
Total net exposure 12,199,119,164
1,200,731,819 340,335,874
732,276,537 692,199,236
1,373,954,830 16,538,617,460
Exposure of Fund net assets 73.76
7.26 2.06
4.43 4.19
8.30 100
Notes to the financial statements for the year ended 31 December 2015
44
12. Financial risk and management objectives and policies continued