All funds

Swedbank Robur Sverige A

Equity fund

1 year

Region

Europe

Largest region

Medium

Risk

Cost

Morningstar

 

Partial 

Sustainability

Development

Last 5 years
( ann.)

Description

  • 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
  • Price/NAV

    12 Jun 2025

  • 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

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 98%
    Interest 2%

Portfolio

Shows the fund's largest investments.

  • Investor AB Class B
    9.2%
  • Atlas Copco AB Class A
    8.9%
  • Volvo AB Class B
    8.3%
  • Hexagon AB Class B
    5.9%
  • Epiroc AB Ordinary Shares - Class A
    5.1%
  • Skandinaviska Enskilda Banken AB Class A
    4.6%
  • AstraZeneca PLC
    4.4%
  • ABB Ltd
    4.2%
  • Indutrade AB
    3.7%
  • EQT AB Ordinary Shares
    3.2%