All funds

Swedbank Robur Sverige A

Equity fund

1 year

Globe

Europe

Largest region

Medium

Risk

Annual costs

Morningstar

 

Partial 

Sustainability

Development

Last 5 years
( ann.)

Details

  • Fondet er et aksjefond som i hovedsak investerer i små og mellomstore svenske 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 Sverige 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

    16 Dec 2025

  • Margin rate
  • Start date
    03 Oct 2002
  • ISIN
    SE0000996233

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 99%
    Interest 1%

Portfolio

Shows the fund's largest investments.

  • Investor AB Class B
    9.7%
  • Atlas Copco AB Class A
    9.2%
  • Volvo AB Class B
    8.5%
  • Hexagon AB Class B
    5.8%
  • AstraZeneca PLC
    5.2%
  • Skandinaviska Enskilda Banken AB Class A
    4.7%
  • Epiroc AB Ordinary Shares - Class A
    4.6%
  • ABB Ltd
    4.5%
  • EQT AB Ordinary Shares
    4.1%
  • Indutrade AB
    3.7%