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Investment funds

Everyone can be an investor!

It is easy to start:

  • Start investing on behalf of your company anytime.
  • You can invest from as little as 1 EUR.
  • Transactions with Swedbank funds and safekeeping - free of charge.
  • You won’t need to make investment solutions yourself – our professional investment managers will help you with that.
  • You can invest in funds of one of the largest Scandinavian asset managers – Swedbank Robur.
  • You’ll be able to invest in Swedbank funds, that invest in sustainable companies, for a greener future.

Which investment fund to choose?

Take this simple quiz and easily filter the Swedbank Robur funds.

1

Where would you like the fund to invest?

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2

Choose fund risk level

Choose the region you would like fund to invest in

Choose the sector or theme you would like fund to invest in

Lower risk - potentially lower rewards, higher risk - potentially higher rewards.

2 / 2

Currently there are no Swedbank Robur funds available with high risk indicator.

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Based on your answers, you might consider:

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The purpose of this tool is to filter the Swedbank Robur funds offered by Swedbank AB according to on your preferences. This tool is not an investment consultation, recommendation or invitation to invest in any fund mentioned in this tool, nor has Swedbank AB evaluated whether the funds are suitable or acceptable for you.

*Important notice about calculator
Purpose of the calculator is to illustrate the return from the investment in a particular time period. Calculator value limits do not refer to maximum or minimum returns in chosen period. Return displayed in the calculator is not guaranteed nor based on real market returns. Fees have not been taken into account. Investing entails risks. Value of any investment may increase or decrease in time. Historic returns do not guarantee similar results in the future. Read more about equity markets average gross return.

When your investments grow, with interest or return, you start making money on both: your original amount invested and the current interest/return. This is called compound effect and it helps your investments grow exponentially in the long term.

Enter the amount of regular contributions for the payment frequency selected. You can select monthly, weekly or quarterly for your regular contributions to the regular investments. 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 

*Important notice about calculator
Purpose of the calculator is to illustrate the return from the investment in a particular time period. Calculator value limits do not refer to maximum or minimum returns in chosen period. Return displayed in the calculator is not guaranteed nor based on real market returns. Fees have not been taken into account. Investing entails risks. Value of any investment may increase or decrease in time. Historic returns do not guarantee similar results in the future. Read more about equity markets average gross return.

The average equity markets return indicated in the calculator is the return of MSCI World from 07.10.2002 to 20.09.2023, rounded to the closest percentage point. MSCI World index is one of the most known broad-based indices in the world; it is composed on roughly 1500 large- and mid-cap companies of 23 developed countries. The average return of MSCI World index for any other period may be different. MSCI World is an equity index, so if your desired product or whole portfolio has less than 100% of equity risk, you should use a proportionally lower rate of return in the calculator for illustrative calculations. Furthermore, since MSCI World is calculated in US dollars, then fluctuation of currency rates may impact the rate of return earned in your base currency.

If you have saved 10 000 EUR and get return of 10%, the capital will increase by 1000 EUR. If the return is 10% also next year, the capital will increase by 1100 EUR because then the return is earned from 11 000 EUR (the initial 10 000 EUR of your initial savings plus 1000 EUR from the return of the first year). In the long run, the compound effect can make a big difference.

  • Investing in funds tends to produce a long-term investment return based on your investment risk.
  • Swedbank funds are managed by professional investment managers.
  • Transactions with Swedbank funds and safekeeping is free of charge.
  • Investing into funds gives a possibility to minimize the issuer risk, as investments are done into many different companies.
  • Contribute to a greener future by investing in sustainable funds.
  1. Fill out the Suitability or sign up for an investment consultation.
  2. In order to start trading securities, you need to obtain LEI code first.
  3. Open a securities account. Find the nearest Swedbank customer service office where a bank employee will help to open a securities account for you. Select the funds recommended in your Suitability report or from list of Swedbank funds.
  4. Submit an order: place a Fund Purchase Order and enter your preferred amount for the lump-sum investment.
NB! Swedbank Russia Equity fund trading are temporary closed in order to safeguard the interests of all the fund’s shareholders due to the fact that it is currently impossible to ensure a reliable valuation of the funds' holdings.
Please note that other similar mutual funds that are available through Swedbank may also be temporary closed due to the same reasons.
It means, that you can still submit fund subscription and redemption orders (in case of Swedbank Russia Equity fund only redemption orders), however they will be executed only after the fund will be opened for trading again.

Difficult to decide?

Click here and choose a fund

  CompareShow all

Swedbank Robur Investment Funds

Fund name Currency Date NAV Short-term return
  1 day 1 month 3 months 6 months YTD  
Swedbank Savings Fund 10 EUR 2024 04 11 9.5097
Swedbank Savings Fund 30 EUR 2024 04 11 9.8926
Swedbank Savings Fund 60 EUR 2024 04 11 10.4510
Swedbank Savings Fund 100 EUR 2024 04 11 11.2005
Swedbank Robur Access Edge Global EUR 2024 04 11 13.7050
Swedbank Robur Access Edge USA EUR 2024 04 11 14.1647
Swedbank Robur Access Edge Europe EUR 2024 04 11 12.9677
Swedbank Robur Access Edge Emerging Markets EUR 2024 04 11 8.6431
Swedbank Robur Access Edge Japan EUR 2024 04 11 11.0223
Swedbank Robur Access Asien (Asia) EUR 2024 04 11 8.3517
Swedbank Robur Access Edge Sweden EUR 2024 04 11 10.2859
Swedbank Robur Global Impact EUR 2024 04 11 11.8063
Swedbank Robur Global High Dividend EUR 2024 04 11 13.5540
Swedbank Robur Technology EUR 2024 04 11 16.4744
Swedbank Robur Healthcare EUR 2024 04 11 13.0345
Swedbank Robur Fastighet (Real Estate) EUR 2024 04 11 10.1133
Swedbank Robur Corporate Bond Europe EUR 2024 04 11 9.2971
Swedbank Robur Corporate Bond Europe High Yield EUR 2024 04 11 10.2347
Swedbank Robur Corporate Bond Nordic EUR 2024 04 11 10.6276
Swedbank Robur Emerging Europe EUR 2024 04 11 14.1308

Swedbank Investment Funds

Fund name Currency Date NAV Short-term return
  1 day 1 month 3 months 6 months YTD  
Swedbank Russia Equity Fund EUR 2022 02 25 13.8790
NB! Swedbank Russia Equity fund trading are temporary closed. More.

Franklin Templeton Investment Funds

Fund name Currency Date NAV Short-term return
  1 day 1 month 3 months 6 months YTD  
Templeton Growth (Euro) Fund EUR 2024 04 11 22.2600
Templeton European Opportunities Fund EUR 2024 04 11 14.6500
Franklin Mutual Global Discovery Fund EUR 2024 04 11 29.7100
Franklin Mutual European Fund EUR 2024 04 11 31.3500
Franklin Mutual U.S. Value Fund EUR 2024 04 11 98.4000
Franklin Euro High Yield Fund EUR 2024 04 11 20.7000
Franklin Technology Fund EUR 2024 04 11 42.7000
Franklin Biotechnology Discovery Fund USD 2024 04 11 41.7300
Templeton China Fund USD 2024 04 11 17.5100
Templeton BRIC Fund EUR 2024 04 11 20.2700
Templeton Emerging Markets Fund USD 2024 04 11 44.7300
Franklin Japan Fund EUR 2024 04 11 9.5000
Franklin India Fund USD 2024 04 11 65.5800
Templeton Global Total Return Fund USD 2024 04 11 24.0700
Templeton Global Fund USD 2024 04 11 45.5800
Templeton Asian Growth Fund (A Ydis) USD 2024 04 11 32.0100
Templeton Latin America Fund (A Ydis) USD 2024 04 11 51.7900
Templeton Global Total Return Fund EUR 2024 04 11 22.4300
Templeton Emerging Markets Smaller Companies Fund EUR 2024 04 11 19.9500
Franklin India Fund EUR 2024 04 11 73.9300
Templeton Asian Growth Fund EUR 2024 04 11 32.8000
Templeton Latin America Fund USD 2024 04 11 68.3500
Franklin MENA Fund EUR 2024 04 11 9.6400
Templeton Frontier Markets Fund EUR 2024 04 11 29.9200
Franklin Natural Resources Fund EUR 2024 04 11 8.3600
Franklin Euro Government Bond Fund (A Ydis) EUR 2024 04 11 9.9200
Templeton Global Balanced Fund EUR 2024 04 11 33.8200
Templeton Global Bond (Euro) Fund EUR 2024 04 11 12.5100
Templeton Global Total Return fund (EUR H1) EUR 2024 04 11 14.4500

Danske Invest Investment Funds

Funds offering has been terminated from 4 June 2016, therefore, funds acquisitions are no longer possible. Selling of the funds’ units is continued as usual. Please be advised that the investment fund Danske Invest New Europe Fund was merged into the investment fund LHV World Equities Fund. You will find more information about the merger in the notification for clients.
Fund name Currency Date NAV Short-term return
  1 day 1 month 3 months 6 months YTD  
LHV World Equities Fund B EUR 2016 08 23 1.6373 Sell
Danske Invest 2020 Fund G (FI) EUR 2019 11 21 1.7729 Sell
Danske Invest 2030 Fund G (FI) EUR 2019 11 21 1.7729 Sell
Danske Invest Baltic Equity Fund G (FI) EUR 2018 10 26 0.3463 Sell
Danske Invest Sustainability Equity Fund G (FI) EUR 2024 04 11 1.0553 Sell
Danske Invest Compass Liquidity Fund G (FI) EUR 2024 04 11 1.8758 Sell
Danske Invest Compass Equity Fund G (FI) EUR 2024 04 11 1.7407 Sell
Danske Invest Compass 25 G (FI) EUR 2024 04 11 2.1383 Sell
Danske Invest Compass 50 G (FI) EUR 2024 04 11 2.4431 Sell
Danske Invest Compass 75 G (FI) EUR 2024 04 11 2.7216 Sell
Danske Invest Russia Fund G (FI) EUR 2022 02 25 2.5252 Sell
Danske Invest Latin America Fund G (FI) EUR 2019 11 20 3.1842 Sell
Danske Invest 2040 Fund G (FI) EUR 2024 04 11 3.3572 Sell
DANSKE INVEST GLOBAL EMERGING MARKETS A (LU) EUR 2024 04 12 85.7840 Sell
DANSKE INVEST GLOBAL EMERGING MARKETS SMALL CAP A (LU) EUR 2024 04 12 48.9920 Sell
Fund order

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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Difficult to decide?

Click here and choose a fund

Difficult to decide?

Click here and choose a fund

Difficult to decide?

Click here and choose a fund

Difficult to decide?

Click here and choose a fund

  • Swedbank Robur is one of the largest Scandinavian asset management companies 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 indicator: 2 out of 7
Read more

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

  • Risk indicator: 3 out of 7
Read more

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

  • Risk indicator: 3 out of 7
Read more

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

  • Risk indicator: 4 out of 7
Read more

Investments in various industries in Asia excluding Japan.

  • Risk indicator: 4 out of 7
Read more

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

  • Risk indicator: 4 out of 7
Read more

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

  • Risk indicator: 4 out of 7
Read more

Investments in USA – the world’s largest economy.

  • Risk indicator: 5 out of 7
Read more

Investments in companies globally in various industries.

  • Risk indicator: 4 out of 7
Read more

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

  • Risk indicator: 4 out of 7
Read more

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

  • Risk indicator: 5 out of 7
Read more

Investing in emerging European markets like The Balkans, Baltics, Kazakhstan, Poland, Czech Republic and Turkey.

  • Risk indicator: 6 out of 7
Read more

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

  • Risk indicator: 4 out of 7
Read more

Investments in real estate related companies globally.

  • Risk indicator: 4 out of 7
Read more

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

  • Risk indicator: 5 out of 7
Read more

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

  • Risk indicator: 4 out of 7
Read more

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

  • Risk indicator: 4 out of 7
Read more

Investments in high quality European companies debt securities.

  • Risk indicator: 2 out of 7
Read more

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

  • Risk indicator: 3 out of 7
Read more

Investments in corporate bonds with high credit quality issued by Nordic companies.

  • Risk indicator: 2 out of 7
Read 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.

Investment fund units' trading and safekeeping services

1. Trading in units of investment funds* Subscription** Regular investment** Redemption Switch***
1.1. “Swedbank” group funds Free of charge Free of charge Free of charge Free of charge
1.2. Global fixed income funds
1.2.1. Franklin Templeton funds 0,5 % + EUR 7 0,5%, min EUR 0,75 EUR 7 EUR 7
1.2.2. Funds managed by other management companies 0,5 % + EUR 21 EUR 21 EUR 21
1.3. Global equity and mixed funds
1.3.1. Franklin Templeton funds 1,5 % + EUR 7 1,5%, min EUR 0,75 EUR 7 EUR 7
1.3.3. Funds managed by other management companies 1,5 % + EUR 21 EUR 21 EUR 21
2. Monthly securities safekeeping****
2.1. “Swedbank” group funds Free of charge
2.2. Other funds 0,013 %, min. EUR 0.5 ******

* Fund orders submitted to the Bank cannot be cancelled.

** Percentage fee calculated from subscription amount. Additional fixed operations fees may be applied to subscription, redemption and fund switch transactions as specified in table above.

*** Fund switch subject to the conditions specified in the relevant fund terms, fee charged only on delivery side.

**** Safekeeping fee is calculated based on the market value of the investment fund units on the account on the last date of the calendar month.

***** Lithuanian Republic Government Saving Notes and “Swedbank” group funds are excluded from the calculation of the portfolio value for safekeeping fee calculation.

Private Portfolio is for people who appreciate their time and convenience in making investments.

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

Invest in your child’s future right now – sign a contract in internet bank and accumulate funds for Your child‘s studies or for the beginning of his independent life.

Take stock of your financial health and get useful insights and advice.

When you invest, you take on the investment risk, and the value of your investment may increase or decrease.

Information in the page cannot be interpreted as a recommendation to buy/sell specific financial instruments. Swedbank AB has not made any assessment as to whether these financial instruments are suitable for you.

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