All funds

Swedbank Robur Emerging Europe A

Equity fund

1 year

Globe

Europe

Largest region

High

Risk

Annual costs

Morningstar

 

Partial 

Sustainability

Development

Last 5 years

Details

  • Emerging Europe is an actively managed equity fund that mainly invests in companies across a range of sectors in European emerging markets (excluding Russia, Belarus). Up to 20 percent of the fund's assets can also be invested in companies from other countries that at the time of investment have at least 30 percent of their assets, production, profits or turnover in the mentioned market. The fund focuses on a selection of companies, where sector, regional and thematic analyses are also key features of the strategy. Investments are made in companies that, among others, are active in communications, sustainable energy, IT, finance and healthcare. The fund complies with Swedbank Robur’s Responsible Investment Policy. Read more about policy and share classes in the fund’s Information Brochure and swedbankrobur.se. Sustainability and climate work is an integrated part in our investment strategy.
    Read more

Investment horizon

  • Swedbank Robur Emerging Europe A is a Equity fund. This mutual fund type is suitable for those who plan to save for at least 6 years.

Characteristics

  • Minimum amount
  • Sharpe 3 years
  • NAV/Price

    21 Dec 2025

  • Margin rate
  • Start date
    26 Apr 2023
  • ISIN
    SE0019354218

Risk

  • High (5 of 7)

Morningstar rating

  • The Morningstar Rating is an objective standard that tells us how well a fund has done compared to similar funds. If a fund performs better than other funds it is compared with, it receives a high rating. Correspondingly, a fund receives a low rating if it performs worse than similar funds.

Sustainability

Annual cost

  • Ongoing costs

    Includes management fees of 1,42 %

  • Platform fee
  • Kickback fee
  • Annual running costs

Other costs

  • Performance-based fee
  • Transaction costs

  • Costs for any currency exchanges are not included.

Allocation

  • Stocks 98%
    Interest 2%

Portfolio

Shows the fund's largest investments.

  • OTP Bank PLC
    9.8%
  • PKO Bank Polski SA
    8.9%
  • Eurobank Ergasias Services And Holdings SA
    5.5%
  • Piraeus Financial Holdings SA
    5.4%
  • Bank Polska Kasa Opieki SA
    5.2%
  • Bim Birlesik Magazalar AS
    4.2%
  • Alpha Bank SA
    4.2%
  • Metlen Energy & Metals PLC
    3.4%
  • LPP SA
    3.2%
  • Akbank TAS
    2.2%