Changes in Corporate Bond Europe IG
On June 9, we are making changes to the fund rules in Swedbank Robur Corporate Bond Europe IG. The changes are primarily being made to improve the fund's ability to invest in the European corporate bond market, as we see potential in a changed direction for the fund. The changes do not require you to do anything. The changes have been approved by the Swedish Financial Supervisory Authority and take effect on June 9, 2026.
- The fund will change its benchmark index because the average duration is changing from a maximum of 10 years to the range of 1–5 years.
- The fund will have an extended ability to invest in other interest-bearing financial instruments than those traded solely in Europe, such as instruments issued in a European currency by non-European companies, or by companies established in Europe in a non-European currency.
- The description of the fund's sustainability commitment is being reviewed, so that it now clarifies that the fund applies Swedbank Robur's Responsible Investment Policy.
- The fund has received permission from the Financial Supervisory Authority to invest more than 35 percent in bonds and other debt securities issued or guaranteed by a state within the EEA and the USA. The permission aims to enable effective management of the fund's interest rate risks.
For more information, please read the customer letter: