Objectives and Investment Policy
The fund is actively managed, which means that the portfolio manager takes active, independent investment decisions.
Fund returns are determined by how the fund's investments in interest-bearing instruments increase or decrease in value. The fund invests in interest-bearing financial instruments issued in SEK and EUR by companies, mortgage institutions and states. A minimum of 50% of the fund’s value shall be invested in corporate bonds. A maximum of 2% of the fund’s value may have exposure to currency risk in EUR.
The average remaining duration of fund investments may total a maximum of five years.
International norms and guidelines with regard to the environment, social responsibility and corporate governance are taken into consideration within the scope of the fund's investment focus. The fund applies an exclusion strategy in companies active within the fossil fuels, military equipment, tobacco, cannabis, alcohol, commercial gambling and pornography areas/sectors. The fund may invest in sustainable, social and green bonds issued by companies involved in power generation from fossil fuels.
The fund may invest in derivative instruments as part of its investment focus. The fund may invest a maximum of 10% of the fund capital in fund units.
No relevant benchmark index is available.
The shareclass does not distribute dividends. All income is reinvested in the fund.
Normally, you may purchase and sell fund units every banking day.
Additional information about the sustainability work, the share class designation in parentheses and the management in relation to the funds benchmark index and risk level, may be found in the prospectus.
Recommendation: This fund may not be suitable for investors who plan to withdraw their money within 2 years.