We should monitor the Gustavia Commodities Fund, their funds under management, or NAV, or however their size is measured. Recall that 4% of the fund figures to be in vested in SIAF. This would surely make it onemof their largest holdings.
It is a small fund now. But perhaps one of the Swedes could guess the inpact of its becoming eligible for the pension contributions. For instact, what is the size of the smallest such eligible fund?
As I recall they are currently at $14M, so 4% = $560,000 = 1M shares.
But perhaps the eligibility will increase $5M - $10M per quarter, or more. I have no idea. But that would create decent on-going buying.