All funds

Swedbank Robur Emerging Europe A

Equity fund

1 year

Region

Europe

Largest region

High

Risk

Cost

Morningstar

 

Partial 

Sustainability

Development

Last 5 years

Description

  • 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 market, 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
  • Price/NAV

    12 Jun 2025

  • 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

Costs

  • Ongoing costs

    Includes management fees of 1,42 %

  • Platform fee
  • Kickback fee
  • Annual running costs
  • Performance-based fee

  • Any transaction costs to the manager are not included in the cost overview. These are stated under cost details on the summary page before you purchase the fund. Costs for any currency exchanges are not included.

Allocation

  • Stocks 97%
    Interest 3%

Portfolio

Shows the fund's largest investments.

  • PKO Bank Polski SA
    8.7%
  • OTP Bank PLC
    6.6%
  • Metlen Energy & Metals SA
    6.2%
  • Powszechny Zaklad Ubezpieczen SA
    4.8%
  • Bank Polska Kasa Opieki SA
    4.6%
  • Alpha Services and Holdings SA
    4.5%
  • Eurobank Ergasias Services And Holdings SA
    4.4%
  • Piraeus Financial Holdings SA
    4.0%
  • Bim Birlesik Magazalar AS
    3.1%
  • LPP SA
    2.7%