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Investment funds

Everybody can be an investor

It is easy to start:

  • Invest the company’s spare money whenever you want to
  • You can easily make investments from 1 EUR
  • Transactions with Swedbank funds and safekeeping - free of charge
  • Just choose a fund suitable for you and the investment decisions will be made by professional investment managers

Good choice! Invest in the funds of one of the largest Scandinavian asset managers - Swedbank Robur. User-friendly grouping of the funds according to investment risk, region or industry profile will help to choose.

If you have any further questions, don’t hesitate to sign up for a video consultation at a time convenient for you.

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Investing in funds is easy:

  1. It takes only a few steps to become an investor
  2. You can get recommendations from us according to your investment profile
  3. Even as little as 1 EUR can be invested
Calculate how you could benefit from investing in funds

Find a fund that suits your needs

  • Choose one of the investment options, and the amount and period of investment

New! We have 18 new Swedbank Robur funds:

  • Different regions, sectors, investment management types
  • Low management fees from 0.2%
  • High sustainability investment standards
About Robur funds
  • Investing in funds allows earning higher yield as compared to keeping money in the company’s currentaccount Please be aware that investing entails risk. The value of fund investments may increase or decrease over time. The historic yield does not guarantee similar performance in the future.
  • Swedbank funds are managed by professional investment managers
  • Transactions with Swedbank funds and safekeeping are free of charge
  • Investing into funds gives a possibility to minimize the issuer risk, as investments are done in many different companies
  • Take care of environmentally-friendly future by investing in sustainable funds
Apply for consultation

Accumulated spare money which is not invested directly in the business operations does not generate any profit. Conversely, when it’s invested in funds and the investments grow, the profit already generated with the interest earned starts making money from both the originally invested amount and the current interest/profit. This phenomenon is called the effect of compound interest and in the long-term this allows investments to increase exponentially.

Enter the amount of regular contributions in case of regular investment of the company’s money in funds. The frequency of investments is decided by the company itself. These are illustrative examples of possible investment discipline. Selected earning rate is used for calculations of the estimated results. Earning rates for this contract are not guaranteed and future cannot be predicted. In order to see the impact of different earning rates to your savings you can enter different rates and calculate the results with more positive and negative scenarios. Enter the period in years – for how long you plan to save or invest.
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  • 6 000 
  • 0 
  • 6 000 
Calculation and assumptions
What is compound effect?
If you save 10 000 EUR and return is 10%, the capital will increase with 1000 EUR. If return is 10% even net year, the capital will increase with 1100 EUR since now you had 10 000 EUR of your own savings and 1000 EUR from the return of the first year.. In the long run, the compounded-effect can make a big difference.

Important notice about calculator
Purpose of the calculator is to illustrate the acquired return from investment in the fund in particular time period. The values and generated results do not reflect suggestions or estimates on real market returns. The rate of return displayed in the calculator is not guaranteed. The calculator enables to calculate an investment goal based on a set amount of regular investment in selected time period or calculate the regular investment during certain time period in order to achieve a set goal. Results displayed in graphs are based on the numeric values shown or selected on the slider. The fees are not taken into account. Please be aware that investing entails risks. The value of the investment in the fund may increase or decrease in time. Historic returns do not guarantee similar results in the future.
  1. Fill out the Investment Profile Questionnaire or sign up for a consultation on investment matters.
  2. Apply for the LEI code.
  3. Open a securities account. This can be done at any Swedbank branch by booking an appointment in advance.
  4. Place a Fund Purchase Order and enter your preferred amount for a one-time investment.

Please be aware that investing entails risk. The value of fund investments may increase or decrease over time. The historic yield does not guarantee similar performance in the future.

  • Swedbank Robur is one of the largest Scandinavian asset management companies which has been active since 1967.
  • You can choose investment fund solutions covering most of the major regions of the world, sectors and asset classes.
  • The key objective of Swedbank Robur is to make sustainable investments.
  • Generating a healthy long-term return and encouraging positive development of the environment and the society.
  • Exerting influence on companies to continuously improve in terms of environmental impact and climate change.
  • Refraining from investing in industries that do not support the basic principles of sustainability.
More about sustainability

Check the list of Robur funds:

A low risk strategy that aims to invest 10% in equity funds and 90% in fixed-income funds.

  • Risk and reward profile: 3 out of 7
  • Ongoing charges: 0.71%
  • Sustainable finance: Light Green
Find out more

The strategy that aims to protect against inflation by investing around 30% in equity funds and 70% in fixed-income funds.

  • Risk and reward profile: 3 out of 7
  • Ongoing charges: 0.81%
  • Sustainable finance: Light Green
Find out more

The strategy that aims to exceed inflation by investing around 60% in equity funds and 40% in fixed-income funds.

  • Risk and reward profile: 5 out of 7
  • Ongoing charges: 1.01%
  • Sustainable finance: Light Green
Find out more

The strategy that aims for maximum growth by investing up to 100% in equity funds.

  • Risk and reward profile: 5 out of 7
  • Ongoing charges: 1.21%
  • Sustainable finance: Light Green
Find out more

Investments in various industries in Asia excluding Japan.

  • Risk and reward profile: 6 out of 7
  • Ongoing charges: 0.2%
  • Sustainable finance: Light Green
Find out more

Investments globally in the emerging markets countries like Brazil, China, India.

  • Risk and reward profile: 6 out of 7
  • Ongoing charges: 0.51%
  • Sustainable finance: Light Green
Find out more

Investments in Japan - 2nd largest developed economy in the world.

  • Risk and reward profile: 6 out of 7
  • Ongoing charges: 0.22%
  • Sustainable finance: Light Green
Find out more

Investments in USA – the world’s largest economy.

  • Risk level: 6 out of 7
  • Annual fee: 0.3%
  • Sustainable finance: Light Green
Find out more

Investments in companies globally in various industries.

  • Risk and reward profile: 6 out of 7
  • Ongoing charges: 0.3%
  • Sustainable finance: Light Green
Find out more

Investments in Europe - one of the wealthiest regions of the world.

  • Risk and reward profile: 6 out of 7
  • Ongoing charges: 0.3%
  • Sustainable finance: Light Green
Find out more

Investments in Sweden - one of the most competitive economies in the world.

  • Risk and reward profile: 6 out of 7
  • Ongoing charges: 0.3%
  • Sustainable finance: Light Green
Find out more

Investments in real estate related companies globally.

  • Risk and reward profile: 6 out of 7
  • Ongoing charges: 1.26%
  • Sustainable finance: Light Green
Find out more

Investments in technology companies globally, primarily in companies in the IT sector.

  • Risk and reward profile: 6 out of 7
  • Ongoing charges: 1.25%
  • Sustainable finance: Light Green
Find out more

Investments in companies globally that are active in the healthcare industry.

  • Risk and reward profile: 6 out of 7
  • Ongoing charges: 1.26%
  • Sustainable finance: Light Green
Find out more

Investments in companies globally that can be expected to provide a high dividend yield.

  • Risk and reward profile: 5 out of 7
  • Ongoing charges: 1.03%
  • Sustainable finance: Light Green
Find out more

Investments in companies globally that contribute to meeting the 17 global sustainable development goals of the United Nations.

  • Risk and reward profile: 5 out of 7
  • Ongoing charges: 0.71%
  • Sustainable finance: Dark Green
Find out more

Investments in high quality European companies debt securities.

  • Risk and reward profile: 3 out of 7
  • Ongoing charges: 0.6%
  • Sustainable finance: Light Green
Find out more

Investments in lower quality European companies debt securities with higher return potential.

  • Risk and reward profile: 4 out of 7
  • Ongoing charges: 0.81%
  • Sustainable finance: Light Green
Find out more

Sustainable Finance – the EU Sustainable Finance Action Plan: Through new EU action plans and legal requirements, sustainability will become a regulated area for the financial industry. In March 2018, the European Commission launched an action plan to finance sustainable growth with three main objectives: 1) shift capital flows towards sustainable investments in order to achieve sustainable and inclusive growth; 2) address financial risks arising from climate change, environmental degradation and social issues; 3) increase transparency and improve reporting and promote transparency and long-term sustainability in economic activities.

The Disclosure Regulation means that new requirements will be imposed on the disclosure of sustainability-related information. The purpose of the Regulation is to (1) harmonize requirements for sustainability-related information within the EU; 2) increase transparency and clarity regarding sustainability-related information; 3) increase the attractiveness of sustainable investments.

  • Light Green – the fund promotes environmental and/or social characteristics.
  • Dark Green – the fund has sustainable investments as its goal.
  • Other – the fund is not classified as Light Green or Dark Green.

In case of fund investments, the investors themselves are liable for any applicable taxes according to the Corporate Income Tax Law.

  • Fund orders submitted to the Bank cannot be cancelled.
  • Fee for fund switch transactions charged only on delivery side.
  • Fund switch subject to the conditions specified in the fund terms.
Service Price, EUR
Receiving
Opening of securities account See Securities account
Securities account statements See Securities account
Subscription, redemption and switch of investment fund units options
Subscription Bond Equity and balanced
Swedbank Group funds Free of charge Free of charge
Franklin Templeton funds 0,50% (min. 7,00) 1,50% (min. 7,00)
Other funds 0,50% (min. 21,00) 1,50% (min. 21,00)
Regular automatic investment
Swedbank Group funds Free of charge Free of charge
Other funds 0,50% (min. 1,50) 1,50% (min. 1,50)
Redemption / switch
Swedbank Group funds Free of charge Free of charge
Franklin Templeton funds 7,00 7,00
Other funds 21,00 21,00
Monthly Funds Safekeeping Fees
Swedbank Group funds Free of charge
Other funds See Securities account
Closing
Closing of securities account See Securities account

Effective from 09.12.2019

Service Price, EUR
Receiving
Account opening 4.50 Securities accounts for legal persons can be opened only at branch office
Account statements
Statement of holdings 0.00-7.00 Via Internet Banking - Free of charge
At branches – 7.00
Statement of transaction 0.00-7.00 Via Internet Banking - Free of charge
At branches – 7.00
Monthly Securities Safekeeping Fees options
Monthly safekeeping Fee Monthly Minimum per market
Latvia
Latvia - Government debt securities 0.0025% min. 1.00
Latvia - other debt securities 0.0075% min. 1.00
Latvia - shares, investment funds, rights, privatization certificates 0.015% min. 1.00
Other countries
Estonia, Lithuania 0.008% min. 1.00
Eurobonds 0.01% min. 1.00
Czech Republic, Hungary, Poland 0.025% min. 1.00
Austria, Belgium, Canada, Denmark, Finland, France, Germany, Ireland, Italy, Netherlands, Norway, Portugal, Spain, Sweden, Switzerland, UK, USA, Depositary Receipts (ADR, GDR) 0.015% min. 1.00
Russia 0.04% min. 30.00
Other countries Subject to agreement
Swedbank Group funds Free of charge
Other investment funds 0.015% min. 1.00
Other services options
Owner account opening at Nasdaq CSD SE 50.00
Owner account monthly account maintenance 50.00
Tax relief at source / tax reclaim Subject to agreement
Participation in general shareholder’s meeting Subject to agreement
Closing
All securities account types Free of charge
Transactions with securities See Securities and Other Exchange-traded financial instruments
Transactions with investment fund units See Investment Funds

Effective from 09.12.2019.

Wide variety of Baltic and global stocks.

An investment solution if you want to create a diversified portfolio of securities on your own quickly and simply.

Extra security for the employees, prestige and tax benefits for the company.

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