All funds

Swedbank Robur Small Cap Global A

Equity fund

1 year

Globe

USA

Largest region

Medium

Risk

Annual costs

Morningstar

 

Partial 

Sustainability

Development

Last 5 years
( ann.)

Description

  • Fondet er et bredt aksjefond som investerer globalt i forskjellige selskaper og 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. Fondet kan investere i pengemarkedsinstrumenter og sette midler på konto hos kredittinstitusjoner for å effektivisere behandlingen av likvide midler, eller hvis forvaltningsselskapet anser det nødvendig på grunn av markedsforholdene.
    Read more

Investment horizon

  • Swedbank Robur Small Cap Global 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

    28 Aug 2025

  • Start date
    20 Nov 1984
  • ISIN
    SE0000539439

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

Costs

  • Ongoing costs

    Includes management fees of 1,25 %

  • 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 99%
    Interest 1%

Portfolio

Shows the fund's largest investments.

  • Alpha Group International PLC
    7.5%
  • APi Group Corp
    6.4%
  • Mirion Technologies Inc Ordinary Shares Class A
    6.4%
  • Core & Main Inc Class A
    5.7%
  • Uniphar PLC
    5.2%
  • Azelis Group NV
    4.0%
  • Medpace Holdings Inc
    3.9%
  • Kinsale Capital Group Inc
    3.6%
  • Simplex Holdings Inc Ordinary Shares
    3.5%
  • Installed Building Products Inc
    3.5%