All funds

Swedbank Robur Småbolagsfond Norden A

Equity fund

1 year

Globe

Europe

Largest region

Medium

Risk

Annual costs

Morningstar

 

Partial 

Sustainability

Development

Last 5 years
( ann.)

Description

  • Fondet er et aksjefond som investerer i små og mellomstore nordiske selskaper i forskjellige bransjer. 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.
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Investment horizon

  • Swedbank Robur Småbolagsfond Norden 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 date
    02 Apr 1989
  • ISIN
    SE0000537706

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

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 98%
    Interest 2%

Portfolio

Shows the fund's largest investments.

  • AAK AB
    3.0%
  • Sweco AB Class B
    2.7%
  • Ringkjoebing Landbobank AS Bearer and/or registered Shs
    2.6%
  • Valmet Oyj
    2.6%
  • Tomra Systems ASA
    2.5%
  • Avanza Bank Holding AB
    2.5%
  • Atea ASA
    2.4%
  • Lagercrantz Group AB Class B
    2.4%
  • Nordnet AB (publ) Ordinary Shares
    2.4%
  • Vaisala Oyj Class A
    2.4%