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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.
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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
  • Margin rate
  • Start date
  • 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 97%
    Interest 3%

Portfolio

Shows the fund's largest investments.

  • PKO Bank Polski SA
    9.3%
  • OTP Bank PLC
    8.2%
  • Allegro.EU SA Ordinary Shares
    6.3%
  • Eurobank SA
    4.9%
  • Piraeus Bank SA
    4.9%
Swedbank Robur Emerging Europe A - Buy mutual fund - DNB