Changes to Access and Access Edge funds
On 16 June 2025, we will implement changes to our index-linked funds, Access and Access Edge.
Until now, our Access funds have excluded investments according to our Extended Level. Going forward, they will instead follow our Policy Level.
The Access Edge funds are managed in line with the Paris Agreement and favour companies with low greenhouse gas emissions. Previously, the funds have had the opportunity to invest around 10% in impact companies*. This has meant that the share of such companies has been higher than in the funds’ respective benchmarks. This opportunity will no longer be utilised. Instead, the funds will align more closely with their benchmarks and will not be invested in impact companies to the same extent as before.
As part of this change, the management fee for Access Edge Emerging Markets will be reduced from 0.5% to 0.3%. The fee for Access Edge Japan will remain at 0.2%. For the other Access Edge funds, the fee will be lowered from 0.3% to 0.2%.
| Fund | Current management fee | New management fee (from 16 June 2025) |
| Access Edge Emerging Markets | 0,5% | 0,3% |
| Access Edge Europe | 0,3% | 0,2% |
| Access Edge Global | 0,3% | 0,2% |
| Access Edge Japan | 0,2% | 0,2% |
| Access Edge Sweden | 0,3% | 0,2% |
| Access Edge USA | 0,3% | 0,2% |
The Access Edge funds will continue to follow our Extended Policy Level.
Find out more in our Exclusion Strategy.
*Impact companies are defined as companies we assess contribute to the transition in areas such as renewable energy or energy efficiency.