Navigate to main page content
PrivateBusiness
Become a customer

Investment funds

Today's investor is you!

It's worth becoming one today. You will make your money work for you, protect it from inflation and be able to earn a return.

  • Investment decisions are made by professional investment managers.
  • You can invest as little as EUR 1.
  • Transactions in Swedbank funds and securities safekeeping are free of charge.

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?

1 / 2
Back
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.

Back

Based on your answers, you might consider:

Restart the quiz

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.

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.
{ "chart": { "height": 250 }, "xAxis": { "visible": true }, "yAxis": { "visible": true, "title": { "text": "EUR" } }, "plotOptions": { "series": { "marker": { "radius": 0, "states": { "hover": { "radius": 4 } } } } }, "tooltip": { "enabled": true, "shared": true } }
  • 6 000 
  • 0 
  • 6 000 

What is the compound effect?

*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.

  • You can usually get 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. Review the investment funds list and choose a fund suitable for you.
  2. Choose an investment option:
    • Lump-sum investment.
    • Regular investment.
  3. Submit an order. You will be asked to open a securities account if you do not already have one.

If you need advice before making an investment decision, please fill out the Investment advice questionnaire or sign up for an investment consultation.

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.

Top traded in May

Funds

Check funds list

Stocks

Check stocks list

The list of top traded funds and stocks is based on the largest turnover of shares and funds of Swedbank's clients in Baltics in May 2024 (by adding up the amounts of purchase and sale transactions) in Swedbank Internet Bank. The list is provided for informational purposes only and cannot be interpreted as a recommendation, invitation, suggestion or offer to buy / sell specific financial instruments. Swedbank, AB did not assess whether the financial instruments indicated here are suitable for you. Swedbank, AB does not take on any responsibility for direct or indirect losses or expenses incurred because of the use of this information.

Difficult to decide?

Click here and choose a fund

Swedbank Robur Investment Funds

Fund name Currency Date NAV Short-term return
  1 day 1 month 3 months 6 months YTD  
Swedbank Savings Fund 30 EUR 2024 06 14 10.0501
Swedbank Savings Fund 60 EUR 2024 06 14 10.7435
Swedbank Savings Fund 100 EUR 2024 06 14 11.6687
Swedbank Robur Access Edge Global EUR 2024 06 14 14.3878
Swedbank Robur Access Edge USA EUR 2024 06 14 15.0725
Swedbank Robur Access Edge Europe EUR 2024 06 14 13.5189
Swedbank Robur Access Edge Emerging Markets EUR 2024 06 14 9.0035
Swedbank Robur Access Edge Japan EUR 2024 06 14 10.7085
Swedbank Robur Access Asien (Asia) EUR 2024 06 14 8.8502
Swedbank Robur Access Edge Sweden EUR 2024 06 14 10.9521
Swedbank Robur Global Impact EUR 2024 06 14 12.1106
Swedbank Robur Global High Dividend EUR 2024 06 14 14.1531
Swedbank Robur Technology EUR 2024 06 14 17.9423
Swedbank Robur Healthcare EUR 2024 06 14 13.8599
Swedbank Robur Fastighet (Real Estate) EUR 2024 06 14 10.4233
Swedbank Robur Corporate Bond Europe EUR 2024 06 14 9.3586
Swedbank Robur Corporate Bond Europe High Yield EUR 2024 06 14 10.3409
Swedbank Robur Corporate Bond Nordic EUR 2024 06 14 10.7847
Swedbank Robur Emerging Europe EUR 2024 06 14 14.7634
CompareShow all

Swedbank Investment Funds

Fund name Currency Date NAV Short-term return
  1 day 1 month 3 months 6 months YTD  
Swedbank Russian Equity Fund (in liquidation) EUR 2022 02 25 13.8790
CompareShow all 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 06 14 22.3800
Templeton European Opportunities Fund EUR 2024 06 14 15.1300
Franklin Mutual Global Discovery Fund EUR 2024 06 14 29.3200
Franklin Mutual European Fund EUR 2024 06 14 31.8600
Franklin Mutual U.S. Value Fund EUR 2024 06 14 96.7100
Franklin Euro High Yield Fund EUR 2024 06 14 20.9100
Franklin Technology Fund EUR 2024 06 14 44.7000
Franklin Biotechnology Discovery Fund USD 2024 06 14 41.3500
Templeton China Fund USD 2024 06 14 17.9200
Templeton BRIC Fund EUR 2024 06 14 21.0400
Templeton Emerging Markets Fund USD 2024 06 14 45.2400
Franklin Japan Fund EUR 2024 06 14 9.0900
Franklin India Fund USD 2024 06 14 68.1900
Templeton Global Total Return Fund USD 2024 06 14 23.6600
Templeton Global Fund USD 2024 06 14 45.5300
Templeton Asian Growth Fund (A Ydis) USD 2024 06 14 32.8700
Templeton Latin America Fund (A Ydis) USD 2024 06 14 44.5600
Templeton Global Total Return Fund EUR 2024 06 14 22.0800
Templeton Emerging Markets Smaller Companies Fund EUR 2024 06 14 20.1700
Franklin India Fund EUR 2024 06 14 77.0300
Templeton Asian Growth Fund EUR 2024 06 14 33.7500
Templeton Latin America Fund USD 2024 06 14 58.8100
Franklin MENA Fund EUR 2024 06 14 9.1500
Templeton Frontier Markets Fund EUR 2024 06 14 30.4200
Franklin Natural Resources Fund EUR 2024 06 14 7.7500
Franklin Euro Government Bond Fund (A Ydis) EUR 2024 06 14 9.9500
Templeton Global Balanced Fund EUR 2024 06 14 34.4100
Templeton Global Bond (Euro) Fund EUR 2024 06 14 12.5700
Templeton Global Total Return fund (EUR H1) EUR 2024 06 14 14.1500
CompareShow all

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 06 13 1.0534 Sell
Danske Invest Compass Liquidity Fund G (FI) EUR 2024 06 14 1.8800 Sell
Danske Invest Compass Equity Fund G (FI) EUR 2024 06 14 1.7951 Sell
Danske Invest Compass 25 G (FI) EUR 2024 06 14 2.1591 Sell
Danske Invest Compass 50 G (FI) EUR 2024 06 14 2.4846 Sell
Danske Invest Compass 75 G (FI) EUR 2024 06 14 2.7889 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 06 14 3.4672 Sell
DANSKE INVEST GLOBAL EMERGING MARKETS A (LU) EUR 2024 06 14 86.9050 Sell
DANSKE INVEST GLOBAL EMERGING MARKETS SMALL CAP A (LU) EUR 2024 06 14 50.7430 Sell
CompareShow all
Prices historyFund order

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

Sign up

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:

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 Up to EUR 30 000 - free of charge, from the value above EUR 30 000, 0,008 % *****

* 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.

Swedbank logo

Jūsų Internet Explorer naršyklė nebepalaikoma.

Prašome naudoti Google Chrome, Mozilla Firefox ar Microsoft Edge naršykles.

Nuo 2021 03 23 nebebus galima jungtis prie „Swedbank“ interneto banko naudojantis naršykle „Internet Explorer“.

Taip pat nebebus galima tvirtinti ar vykdyti mokėjimų iš „Swedbank“ kituose tinklalapiuose naudojantis „Internet Explorer“.

Siūlome Jums naudotis naršyklėmis „Google Chrome“, „Mozilla Firefox“ ar naujausia „Microsoft Edge“ versija. Norėdami sužinoti, kaip įdiegti naršykles spauskite čia.

С 23.03.2021 Интернет-банк Swedbank недоступен в браузере Internet Explorer.

С помощью Internet Explorer невозможно авторизоваться или осуществлять платежи через Swedbank на сторонних веб-страницах.

Вместо браузера Internet Explorer мы рекомендуем использовать браузеры Google Chrome, Mozilla Firefox или Microsoft Edge. Инструкции по установке упомянутых браузеров можно найти здесь.

From 23.03.2021 Swedbank Internet Bank and Banklink is no longer available using Internet Explorer browser.

It is not possible to authorize or make payments from Swedbank on other web pages using Internet Explorer.

Instead, we suggest using Google Chrome, Mozilla Firefox or the newest version of Microsoft Edge. To find out how to install the suggested browsers, please click here.

Swedbank
  • Jūsų įrenginio operacinė sistema ir interneto naršyklė yra pasenusi ir nėra palaikoma Swedbank interneto banke. Prašome atnaujinti operacinę sistemą bei interneto naršyklę arba kreiptis į IT specialistus techninės pagalbos.
  • The operating system of your device & your browser are too outdated to be supported by Swedbank Internet Bank. Please, update the operating system & browser or turn to IT specialist for technical help.
  • Ваш браузер или операционная система недостаточно современны для использования в интернет банке Swedbank. Пожалуйста обновите операционную систему и браузер или обратитесь за технической помощью к ИТ специалисту.

You have been logged out from Internet bank

For extra security close the browser window. If you wish to continue using Internet bank, please log in again.


Become part of the virtual creation “Kodas Sodas”!

Visit the virtual creative platform “Kodas Sodas” and turn your favourite music into images! Let's create the biggest digital garden in Lithuania, and maybe even in the world.

Try it out

See on cinema screens for half the price!

From now on, Youth Programme members can buy tickets for films screened on the first Wednesday of each month at a 50% discount.