Corporates and institutions
With long and solid experience in asset management, we offer tailor-made solutions with high sustainability requirements to help investors achieve their long-term goals. We provide a wide range of funds and discretionary management to institutions, companies, organisations and foundations. As part of the Swedbank Group, we also offer a foundation service that meets complementary needs.
Important information
Past performance does not guarantee future returns. The value of the fund can both rise and fall and you may not get back the amount originally invested. Funds with risk class 5-7 can rise and fall significantly in value. Find fact sheet, information brochure and information about your rights on www.swedbankrobur.se
Discretionary management
With discretionary management, you entrust the investment decisions to us. We manage the capital based on your needs, guidelines and long-term goals.
We offer you:
- A portfolio that is individually tailored to your investment policy
- Active and professional management of your assets
- Regular review of tactical allocation based on market developments
- Regular meetings and reviews based on your needs
- Detailed monthly management reports
Funds
We offer one of the widest ranges of funds on the market and are happy to help you find funds that suit your needs, investment frameworks and investment mandates.
- Actively managed equity funds. Funds with a focus on specific regions, themes, small or large companies.
- Quant based equity funds. Large number of close to index funds and quantitatively based funds.
- Allocation funds. Mixed funds and specially adapted funds for, for example, foundations.
- Fixed income funds. Pure fixed income funds with a focus on long and short duration.
- Credit funds. Credit funds within high yield, cross-over and investment grade.