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.

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.

Fill out the Suitability or sign up for an investment consultation.
Check if you need to register for the LEI code (e.g. not required when purchasing Robur fund units).
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.
Submit an order: place a Fund Purchase Order and enter your preferred amount for the lump-sum investment.

Swedbank Robur Investment Funds

Transactions and safekeeping – free of charge.

Fund name	Risk indicator Lower risk - typically lower rewards, higher risk - typically higher rewards.	Ongoing costs Ongoing costs are described in the fund documents, which include administration fees and other administrative, operational, and transaction costs.
Savings Fund 30	3/7	0.99%	Buy
1 month return 3 years return Risk indicator Lower risk - typically lower rewards, higher risk - typically higher rewards. 3/7 Ongoing costs Ongoing costs are described in the fund documents, which include administration fees and other administrative, operational, and transaction costs. 0.99% Buy
Savings Fund 60	3/7	1.19%	Buy
1 month return 3 years return Risk indicator Lower risk - typically lower rewards, higher risk - typically higher rewards. 3/7 Ongoing costs Ongoing costs are described in the fund documents, which include administration fees and other administrative, operational, and transaction costs. 1.19% Buy
Savings Fund 100	4/7	1.34%	Buy
1 month return 3 years return Risk indicator Lower risk - typically lower rewards, higher risk - typically higher rewards. 4/7 Ongoing costs Ongoing costs are described in the fund documents, which include administration fees and other administrative, operational, and transaction costs. 1.34% Buy
Access Edge Global	4/7	0.37%	Buy
1 month return 3 years return Risk indicator Lower risk - typically lower rewards, higher risk - typically higher rewards. 4/7 Ongoing costs Ongoing costs are described in the fund documents, which include administration fees and other administrative, operational, and transaction costs. 0.37% Buy
Access Edge USA	5/7	0.34%	Buy
1 month return 3 years return Risk indicator Lower risk - typically lower rewards, higher risk - typically higher rewards. 5/7 Ongoing costs Ongoing costs are described in the fund documents, which include administration fees and other administrative, operational, and transaction costs. 0.34% Buy
Access Edge Europe	4/7	0.42%	Buy
1 month return 3 years return Risk indicator Lower risk - typically lower rewards, higher risk - typically higher rewards. 4/7 Ongoing costs Ongoing costs are described in the fund documents, which include administration fees and other administrative, operational, and transaction costs. 0.42% Buy
Access Edge Emerging Markets	4/7	0.62%	Buy
1 month return 3 years return Risk indicator Lower risk - typically lower rewards, higher risk - typically higher rewards. 4/7 Ongoing costs Ongoing costs are described in the fund documents, which include administration fees and other administrative, operational, and transaction costs. 0.62% Buy
Access Edge Japan	4/7	0.28%	Buy
1 month return 3 years return Risk indicator Lower risk - typically lower rewards, higher risk - typically higher rewards. 4/7 Ongoing costs Ongoing costs are described in the fund documents, which include administration fees and other administrative, operational, and transaction costs. 0.28% Buy
Access Asien (Asia)	4/7	0.28%	Buy
1 month return 3 years return Risk indicator Lower risk - typically lower rewards, higher risk - typically higher rewards. 4/7 Ongoing costs Ongoing costs are described in the fund documents, which include administration fees and other administrative, operational, and transaction costs. 0.28% Buy
Access Edge Sweden	5/7	0.41%	Buy
1 month return 3 years return Risk indicator Lower risk - typically lower rewards, higher risk - typically higher rewards. 5/7 Ongoing costs Ongoing costs are described in the fund documents, which include administration fees and other administrative, operational, and transaction costs. 0.41% Buy
Global Impact	4/7	0.81%	Buy
1 month return 3 years return Risk indicator Lower risk - typically lower rewards, higher risk - typically higher rewards. 4/7 Ongoing costs Ongoing costs are described in the fund documents, which include administration fees and other administrative, operational, and transaction costs. 0.81% Buy
Global High Dividend	4/7	1.13%	Buy
1 month return 3 years return Risk indicator Lower risk - typically lower rewards, higher risk - typically higher rewards. 4/7 Ongoing costs Ongoing costs are described in the fund documents, which include administration fees and other administrative, operational, and transaction costs. 1.13% Buy
Technology	5/7	1.37%	Buy
1 month return 3 years return Risk indicator Lower risk - typically lower rewards, higher risk - typically higher rewards. 5/7 Ongoing costs Ongoing costs are described in the fund documents, which include administration fees and other administrative, operational, and transaction costs. 1.37% Buy
Healthcare	4/7	1.35%	Buy
1 month return 3 years return Risk indicator Lower risk - typically lower rewards, higher risk - typically higher rewards. 4/7 Ongoing costs Ongoing costs are described in the fund documents, which include administration fees and other administrative, operational, and transaction costs. 1.35% Buy
Fastighet (Real Estate)	4/7	1.3%	Buy
1 month return 3 years return Risk indicator Lower risk - typically lower rewards, higher risk - typically higher rewards. 4/7 Ongoing costs Ongoing costs are described in the fund documents, which include administration fees and other administrative, operational, and transaction costs. 1.3% Buy
Corporate Bond Europe	2/7	0.78%	Buy
1 month return 3 years return Risk indicator Lower risk - typically lower rewards, higher risk - typically higher rewards. 2/7 Ongoing costs Ongoing costs are described in the fund documents, which include administration fees and other administrative, operational, and transaction costs. 0.78% Buy
Corporate Bond Europe High Yield	3/7	1.28%	Buy
1 month return 3 years return Risk indicator Lower risk - typically lower rewards, higher risk - typically higher rewards. 3/7 Ongoing costs Ongoing costs are described in the fund documents, which include administration fees and other administrative, operational, and transaction costs. 1.28% Buy
Corporate Bond Nordic	2/7	0.42%	Buy
1 month return 3 years return Risk indicator Lower risk - typically lower rewards, higher risk - typically higher rewards. 2/7 Ongoing costs Ongoing costs are described in the fund documents, which include administration fees and other administrative, operational, and transaction costs. 0.42% Buy
Emerging Europe	6/7	1.7%	Buy
1 month return 3 years return Risk indicator Lower risk - typically lower rewards, higher risk - typically higher rewards. 6/7 Ongoing costs Ongoing costs are described in the fund documents, which include administration fees and other administrative, operational, and transaction costs. 1.7% Buy

Difficult to decide?

Click here and choose a fund

Franklin Templeton Investment Funds

Fund name	Risk indicator Lower risk - typically lower rewards, higher risk - typically higher rewards.	Ongoing costs Ongoing costs are described in the fund documents, which include administration fees and other administrative, operational, and transaction costs.
Templeton Growth (Euro) Fund	4/7	1.82%	Buy
1 month return 3 years return Risk indicator Lower risk - typically lower rewards, higher risk - typically higher rewards. 4/7 Ongoing costs Ongoing costs are described in the fund documents, which include administration fees and other administrative, operational, and transaction costs. 1.82% Buy
Templeton European Opportunities Fund	4/7	2.27%	Buy
1 month return 3 years return Risk indicator Lower risk - typically lower rewards, higher risk - typically higher rewards. 4/7 Ongoing costs Ongoing costs are described in the fund documents, which include administration fees and other administrative, operational, and transaction costs. 2.27% Buy
Franklin Mutual Global Discovery Fund	5/7	1.98%	Buy
1 month return 3 years return Risk indicator Lower risk - typically lower rewards, higher risk - typically higher rewards. 5/7 Ongoing costs Ongoing costs are described in the fund documents, which include administration fees and other administrative, operational, and transaction costs. 1.98% Buy
Franklin Mutual European Fund	5/7	1.94%	Buy
1 month return 3 years return Risk indicator Lower risk - typically lower rewards, higher risk - typically higher rewards. 5/7 Ongoing costs Ongoing costs are described in the fund documents, which include administration fees and other administrative, operational, and transaction costs. 1.94% Buy
Franklin Mutual U.S. Value Fund	5/7	2.03%	Buy
1 month return 3 years return Risk indicator Lower risk - typically lower rewards, higher risk - typically higher rewards. 5/7 Ongoing costs Ongoing costs are described in the fund documents, which include administration fees and other administrative, operational, and transaction costs. 2.03% Buy
Franklin Euro High Yield Fund	2/7	1.34%	Buy
1 month return 3 years return Risk indicator Lower risk - typically lower rewards, higher risk - typically higher rewards. 2/7 Ongoing costs Ongoing costs are described in the fund documents, which include administration fees and other administrative, operational, and transaction costs. 1.34% Buy
Franklin Technology Fund	5/7	1.81%	Buy
1 month return 3 years return Risk indicator Lower risk - typically lower rewards, higher risk - typically higher rewards. 5/7 Ongoing costs Ongoing costs are described in the fund documents, which include administration fees and other administrative, operational, and transaction costs. 1.81% Buy
Franklin Biotechnology Discovery Fund	5/7	1.86%	Buy
1 month return 3 years return Risk indicator Lower risk - typically lower rewards, higher risk - typically higher rewards. 5/7 Ongoing costs Ongoing costs are described in the fund documents, which include administration fees and other administrative, operational, and transaction costs. 1.86% Buy
Templeton China Fund	5/7	2.67%	Buy
1 month return 3 years return Risk indicator Lower risk - typically lower rewards, higher risk - typically higher rewards. 5/7 Ongoing costs Ongoing costs are described in the fund documents, which include administration fees and other administrative, operational, and transaction costs. 2.67% Buy
Templeton BRIC Fund	5/7	2.54%	Buy
1 month return 3 years return Risk indicator Lower risk - typically lower rewards, higher risk - typically higher rewards. 5/7 Ongoing costs Ongoing costs are described in the fund documents, which include administration fees and other administrative, operational, and transaction costs. 2.54% Buy
Templeton Emerging Markets Fund	5/7	2.06%	Buy
1 month return 3 years return Risk indicator Lower risk - typically lower rewards, higher risk - typically higher rewards. 5/7 Ongoing costs Ongoing costs are described in the fund documents, which include administration fees and other administrative, operational, and transaction costs. 2.06% Buy
Franklin Japan Fund	4/7	2.82%	Buy
1 month return 3 years return Risk indicator Lower risk - typically lower rewards, higher risk - typically higher rewards. 4/7 Ongoing costs Ongoing costs are described in the fund documents, which include administration fees and other administrative, operational, and transaction costs. 2.82% Buy
Franklin India Fund	5/7	1.98%	Buy
1 month return 3 years return Risk indicator Lower risk - typically lower rewards, higher risk - typically higher rewards. 5/7 Ongoing costs Ongoing costs are described in the fund documents, which include administration fees and other administrative, operational, and transaction costs. 1.98% Buy
Templeton Global Total Return Fund	3/7	1.59%	Buy
1 month return 3 years return Risk indicator Lower risk - typically lower rewards, higher risk - typically higher rewards. 3/7 Ongoing costs Ongoing costs are described in the fund documents, which include administration fees and other administrative, operational, and transaction costs. 1.59% Buy
Templeton Global Fund	4/7	1.99%	Buy
1 month return 3 years return Risk indicator Lower risk - typically lower rewards, higher risk - typically higher rewards. 4/7 Ongoing costs Ongoing costs are described in the fund documents, which include administration fees and other administrative, operational, and transaction costs. 1.99% Buy
Templeton Asian Growth Fund (A Ydis)	4/7	2.38%	Buy
1 month return 3 years return Risk indicator Lower risk - typically lower rewards, higher risk - typically higher rewards. 4/7 Ongoing costs Ongoing costs are described in the fund documents, which include administration fees and other administrative, operational, and transaction costs. 2.38% Buy
Templeton Latin America Fund (A Ydis)	5/7	2.28%	Buy
1 month return 3 years return Risk indicator Lower risk - typically lower rewards, higher risk - typically higher rewards. 5/7 Ongoing costs Ongoing costs are described in the fund documents, which include administration fees and other administrative, operational, and transaction costs. 2.28% Buy
Templeton Global Total Return Fund	3/7	1.59%	Buy
1 month return 3 years return Risk indicator Lower risk - typically lower rewards, higher risk - typically higher rewards. 3/7 Ongoing costs Ongoing costs are described in the fund documents, which include administration fees and other administrative, operational, and transaction costs. 1.59% Buy
Templeton Emerging Markets Smaller Companies Fund	4/7	2.55%	Buy
1 month return 3 years return Risk indicator Lower risk - typically lower rewards, higher risk - typically higher rewards. 4/7 Ongoing costs Ongoing costs are described in the fund documents, which include administration fees and other administrative, operational, and transaction costs. 2.55% Buy
Franklin India Fund	5/7	1.98%	Buy
1 month return 3 years return Risk indicator Lower risk - typically lower rewards, higher risk - typically higher rewards. 5/7 Ongoing costs Ongoing costs are described in the fund documents, which include administration fees and other administrative, operational, and transaction costs. 1.98% Buy
Templeton Asian Growth Fund	4/7	2.37%	Buy
1 month return 3 years return Risk indicator Lower risk - typically lower rewards, higher risk - typically higher rewards. 4/7 Ongoing costs Ongoing costs are described in the fund documents, which include administration fees and other administrative, operational, and transaction costs. 2.37% Buy
Templeton Latin America Fund	5/7	2.28%	Buy
1 month return 3 years return Risk indicator Lower risk - typically lower rewards, higher risk - typically higher rewards. 5/7 Ongoing costs Ongoing costs are described in the fund documents, which include administration fees and other administrative, operational, and transaction costs. 2.28% Buy
Franklin MENA Fund	4/7	3.22%	Buy
1 month return 3 years return Risk indicator Lower risk - typically lower rewards, higher risk - typically higher rewards. 4/7 Ongoing costs Ongoing costs are described in the fund documents, which include administration fees and other administrative, operational, and transaction costs. 3.22% Buy
Templeton Frontier Markets Fund	4/7	2.63%	Buy
1 month return 3 years return Risk indicator Lower risk - typically lower rewards, higher risk - typically higher rewards. 4/7 Ongoing costs Ongoing costs are described in the fund documents, which include administration fees and other administrative, operational, and transaction costs. 2.63% Buy
Franklin Natural Resources Fund	6/7	1.99%	Buy
1 month return 3 years return Risk indicator Lower risk - typically lower rewards, higher risk - typically higher rewards. 6/7 Ongoing costs Ongoing costs are described in the fund documents, which include administration fees and other administrative, operational, and transaction costs. 1.99% Buy
Franklin Euro Government Bond Fund (A Ydis)	2/7	0.84%	Buy
1 month return 3 years return Risk indicator Lower risk - typically lower rewards, higher risk - typically higher rewards. 2/7 Ongoing costs Ongoing costs are described in the fund documents, which include administration fees and other administrative, operational, and transaction costs. 0.84% Buy
Templeton Global Balanced Fund	4/7	1.69%	Buy
1 month return 3 years return Risk indicator Lower risk - typically lower rewards, higher risk - typically higher rewards. 4/7 Ongoing costs Ongoing costs are described in the fund documents, which include administration fees and other administrative, operational, and transaction costs. 1.69% Buy
Templeton Global Bond (Euro) Fund	2/7	1.76%	Buy
1 month return 3 years return Risk indicator Lower risk - typically lower rewards, higher risk - typically higher rewards. 2/7 Ongoing costs Ongoing costs are described in the fund documents, which include administration fees and other administrative, operational, and transaction costs. 1.76% Buy
Templeton Global Total Return fund (EUR H1)	3/7	1.72%	Buy
1 month return 3 years return Risk indicator Lower risk - typically lower rewards, higher risk - typically higher rewards. 3/7 Ongoing costs Ongoing costs are described in the fund documents, which include administration fees and other administrative, operational, and transaction costs. 1.72% Buy

Swedbank Investment Funds

Fund name	1 month return	1 year return	3 years return	Risk indicator Lower risk - typically lower rewards, higher risk - typically higher rewards.	Ongoing costs Ongoing costs are described in the fund documents, which include administration fees and other administrative, operational, and transaction costs.
Swedbank Russian Equity Fund (in liquidation)				5/7	1.6%
1 month return 3 years return Risk indicator Lower risk - typically lower rewards, higher risk - typically higher rewards. 5/7 Ongoing costs Ongoing costs are described in the fund documents, which include administration fees and other administrative, operational, and transaction costs. 1.6%

Fund order

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.

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

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

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

Risk indicator: 4 out of 7

Investments in various industries in Asia excluding Japan.

Risk indicator: 4 out of 7

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

Risk indicator: 4 out of 7

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

Risk indicator: 4 out of 7

Investments in USA – the world’s largest economy.

Risk indicator: 5 out of 7

Investments in companies globally in various industries.

Risk indicator: 4 out of 7

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

Risk indicator: 4 out of 7

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

Risk indicator: 5 out of 7

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

Risk indicator: 6 out of 7

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

Risk indicator: 4 out of 7

Investments in real estate related companies globally.

Risk indicator: 4 out of 7

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

Risk indicator: 5 out of 7

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

Risk indicator: 4 out of 7

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

Risk indicator: 4 out of 7

Investments in high quality European companies debt securities.

Risk indicator: 2 out of 7

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

Risk indicator: 3 out of 7

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

Risk indicator: 2 out of 7

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.

Terms and Conditions for Fund Standing Order
Fund fees
Financial Instruments Manual

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

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.

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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.

Investment funds

Everyone can be an investor!

Which investment fund to choose?

Where would you like the fund to invest?

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.

Based on your answers, you might consider:

Swedbank Robur Investment Funds

Franklin Templeton Investment Funds

Swedbank Investment Funds

Check the list of Robur funds:

Investment fund units' trading and safekeeping services

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Not a customer yet?

Investment funds

Everyone can be an investor!

Which investment fund to choose?

Where would you like the fund to invest?

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.

Based on your answers, you might consider:

Swedbank Robur Investment Funds

Franklin Templeton Investment Funds

Swedbank Investment Funds

Check the list of Robur funds:

Investment fund units' trading and safekeeping services

Jūsų Internet Explorer naršyklė nebepalaikoma.

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

Your session at the Internet Bank has ended – we look forward to welcoming you back!

Contacts

Useful links

Legal information