Swedbank Robur Fastighet A
Equity fund
1 year
USA
Largest region
Medium
Risk
Annual costs
Morningstar
Partial
Sustainability
Development
Last 5 years
( ann.)
Description
- Fondet er et aksjefond som investerer globalt i forskjellige selskaper med stor andel realaktiva, som for eksempel eiendoms- og kraftselskaper. Fondet investerer i aksjer og aksjerelaterte omsettelige verdipapirer og kan investere opptil 10 % av fondets verdi i andre fond. Derivatinstrumenter kan anvendes som et ledd i fondets investeringsstrategi
Investment horizon
- Swedbank Robur Fastighet 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
- Price/NAV
21 Oct 2025
- Start date02 Oct 1988
- ISINSE0000537763
Risk
- Medium (4 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
- SustainabilityPartial
Annual cost
- Ongoing costs
Includes management fees of 1,25 %
- Platform fee
- Kickback fee
- Annual running costs
Other costs
- Performance-based fee
- Transaction costs
Costs for any currency exchanges are not included.
Allocation
- Stocks 99%Interest 1%
Portfolio
Shows the fund's largest investments.
- Prologis Inc8.1%
- Fastighets AB Balder Class B7.0%
- American Tower Corp6.9%
- AB Sagax Class B5.3%
- Welltower Inc5.2%
- Equinix Inc5.1%
- CBRE Group Inc Class A4.4%
- Digital Realty Trust Inc3.5%
- Goodman Group3.3%
- Intea Fastigheter AB (publ) Ordinary Shares - Class B3.2%