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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.

Which investment fund to choose?

Answer these simple questions and easily filter the Swedbank Robur funds.

1

Where would you like to invest?

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2

Choose the fund’s risk level

Choose the region you would like the fund to invest in

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

The lower the risk, the generally lower the return; the higher the risk, the generally higher the return.

2 / 2

Currently, no Swedbank Robur funds are available with a high risk indicator.
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Based on your answers, you could consider:

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*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.

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 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 
Calculation and assumptions

*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 allows earning higher yield as compared to keeping money in the company’s current account 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
  1. Fill out the Investment Profile Questionnaire or sign up for a consultation on investment matters.
  2. Check if you need to register for the LEI code (not required when purchasing Robur fund units).
  3. Open a securities account.
  4. Place a Fund Purchase Order and enter your preferred amount for a one-time investment.

Difficult to choose?

Click here and we will guide you!

 CompareShow all

Swedbank Robur Investment Funds

Fund name Currency Date NAV Short term returns
  1 day 1 month 3 months 6 months YTD  
Swedbank Savings Fund 30 EUR 29.10.2024 10.3684
Swedbank Savings Fund 60 EUR 29.10.2024 11.0749
Swedbank Savings Fund 100 EUR 29.10.2024 12.0416
Swedbank Robur Access Edge Global EUR 29.10.2024 15.1720
Swedbank Robur Access Edge USA EUR 29.10.2024 16.1282
Swedbank Robur Access Edge Europe EUR 29.10.2024 13.8492
Swedbank Robur Access Edge Emerging Markets EUR 29.10.2024 9.5432
Swedbank Robur Access Edge Japan EUR 29.10.2024 10.8181
Swedbank Robur Access Asien (Asia) EUR 29.10.2024 9.4598
Swedbank Robur Access Edge Sweden EUR 29.10.2024 11.1629
Swedbank Robur Global Impact EUR 29.10.2024 12.7219
Swedbank Robur Global High Dividend EUR 29.10.2024 14.9105
Swedbank Robur Technology EUR 29.10.2024 18.2995
Swedbank Robur Healthcare EUR 29.10.2024 13.5887
Swedbank Robur Fastighet (Real Estate) EUR 29.10.2024 11.6163
Swedbank Robur Corporate Bond Europe EUR 29.10.2024 9.6917
Swedbank Robur Corporate Bond Europe High Yield EUR 29.10.2024 10.8138
Swedbank Robur Corporate Bond Nordic EUR 29.10.2024 11.0561
Swedbank Robur Emerging Europe EUR 29.10.2024 13.9300

Swedbank Investment Funds

Fund name Currency Date NAV Short term returns
  1 day 1 month 3 months 6 months YTD  
Swedbank Russian Equity Fund (in liquidation) EUR 05.09.2024 6.1912

Franklin Templeton Investment Funds

Fund name Currency Date NAV Short term returns
  1 day 1 month 3 months 6 months YTD  
Franklin Biotechnology Discovery Fund USD 29.10.2024 44.04
Templeton European Opportunities Fund EUR 29.10.2024 15.26
Franklin High Yield Fund USD USD 29.10.2024 5.29
Franklin Income Fund USD 29.10.2024 9.93
Franklin India Fund EUR EUR 29.10.2024 79.13
Franklin India Fund USD USD 29.10.2024 70.76
Franklin Mutual U.S. Value Fund EUR EUR 29.10.2024 104.48
Franklin Mutual U.S. Value Fund USD USD 29.10.2024 112.92
Franklin Mutual European Fund USD 29.10.2024 36.00
Franklin U.S. Opportunities Fund USD 29.10.2024 35.49
Templeton Asian Growth Fund EUR EUR 29.10.2024 36.33
Templeton Asian Growth Fund USD USD 29.10.2024 35.74
Templeton BRIC Fund EUR EUR 29.10.2024 23.61
Templeton BRIC Fund USD USD 29.10.2024 21.10
Templeton China Fund EUR EUR 29.10.2024 18.38
Templeton China Fund USD USD 29.10.2024 20.66
Templeton Eastern Europe Fund EUR 29.10.2024 14.24
Templeton Emerging Markets Fund USD 29.10.2024 44.81
Franklin Euro High Yield Fund EUR 29.10.2024 5.25
Templeton Euroland Fund EUR 29.10.2024 28.19
Franklin European Total Return Fund EUR 29.10.2024 9.18
Templeton Global Balanced Fund USD 29.10.2024 23.96
Templeton Global Bond Fund EUR 29.10.2024 12.71
Templeton Global Total Return Fund EUR EUR 29.10.2024 22.29
Templeton Global Total Return Fund USD USD 29.10.2024 7.48
Templeton Growth Fund EUR 29.10.2024 22.54
Templeton Latin America Fund EUR EUR 29.10.2024 39.31
Templeton Latin America Fund USD USD 29.10.2024 58.28
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 choose?

Click here and we will guide you!

Difficult to choose?

Click here and we will guide you!

Difficult to choose?

Click here and we will guide you!

Difficult to choose?

Click here and we will guide you!
  • 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.

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
Find out 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
Find out more

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

  • Risk indicator: 4 out of 7
Find out more

Investments in various industries in Asia excluding Japan.

  • Risk indicator: 4 out of 7
Find out more

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

  • Risk indicator: 4 out of 7
Find out more

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

  • Risk indicator: 4 out of 7
Find out more

Investments in USA – the world’s largest economy.

  • Risk indicator: 5 out of 7
Find out more

Investments in companies globally in various industries.

  • Risk indicator: 4 out of 7
Find out more

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

  • Risk indicator: 4 out of 7
Find out more

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

  • Risk indicator: 5 out of 7
Find out more

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

  • Risk indicator: 6 out of 7
Find out more

Investments in real estate related companies globally.

  • Risk indicator: 4 out of 7
Find out more

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

  • Risk indicator: 5 out of 7
Find out more

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

  • Risk indicator: 4 out of 7
Find out more

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

  • Risk indicator: 4 out of 7
Find out 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
Find out more

Investments in high quality European companies debt securities.

  • Risk indicator: 2 out of 7
Find out more

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

  • Risk indicator: 3 out of 7
Find out more

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

  • Risk indicator: 2 out of 7
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.

When investing in funds, in Latvia the investors need to pay taxes themselves according to the Personal Income Tax Law. The tax payment procedure depends on the type of account you choose.

  • Tax is payable only if the amounts paid out from the investment account exceed the amounts paid in.
  • Transactions, as well as dividends received on the investment account do not need to be declared separately.
  • To make the completion of the annual income declaration convenient and simple, the investment account statement can be prepared on the Internet Banking site.
  • Profits earned (capital gains) from the transactions must be declared and a 20% tax is payable.
  • Dividends must be declared to the State Revenue Service (VID) and a 20% tax is payable.
  • Fund exchange transactions must be declared as pending transactions.
  • Information for the declaration regarding income from capital gain needs to be prepared on your own using the securities account statement.

document Information on income from securities and the personal income tax payment procedure

Information on taxes if you have an investment account

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Information on taxes if you have a securities account

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  • 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
  • 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.
Subscription Bond Equity and balanced
Swedbank Group funds Free of charge Free of charge
Regular automatic investment
Swedbank Group funds Free of charge Free of charge
Redemption / switch
Swedbank Group funds Free of charge Free of charge
Monthly Funds Safekeeping Fees
Swedbank Group funds Free of charge
Closing
Closing of securities account See Securities account

Effective from 09.12.2019
  • Fee for the tax reclaim or voting service will be debited from the Client’s cash account linked to the securities account within 15 days after the tax reclaim documents or voting documents were submitted. External costs debiting may also happen in later months depending when the Bank is invoiced by its counterparty. The fee will not be refunded in case the application is rejected by third parties.
  • Maintenance fee of an owner account is charged in addition to monthly securities safekeeping fee. Owner account is an account in the name of the Client opened at Nasdaq CSD SE and used only on behalf of the specific Client.
  • Owner account at Nasdaq CSD SE may be opened only at the branch office.
  • Safekeeping fee is calculated based on the value of the portfolio on the last date of the calendar month. Securities are priced according to the month end prices of the Bank’s local agents, market price or nominal value. Bonds are priced at nominal value. Fees are debited on the 20th or later date of the following month from the Client’s cash account linked to the securities account.
  • ETF safekeeping fee equals to the safekeeping fee of its trading country.
  • Safekeeping of Depositary Receipts (ADR, GDR) is subject to the respective DR Agent’s fees in addition to safekeeping fees.

Effective from 01.04.2023

Service Price, EUR
Receiving
Account opening 0,00-4,50 Via Internet Banking - Free of charge
At branches - 4.50
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
  • Safekeeping fee is calculated based on the value of the portfolio on the last date of the calendar month. Securities are priced according to the month end prices of the Bank’s local agents, market price or nominal value. Bonds are priced at nominal value. Fees are debited on the 20th or later date of the following month from the Client’s cash account linked to the securities account.
  • If Client only holds securities of Estonian, Latvian or Lithuanian companies under liquidation or bankruptcy proceedings according to the Nasdaq CSD SE data, no safekeeping fee is charged.
  • ETF safekeeping fee equals to the safekeeping fee of its trading country.
  • Safekeeping of Depositary Receipts (ADR, GDR) is subject to the respective DR Agent’s fees in addition to safekeeping fees.
Swedbank Group funds Free of charge
Baltic securities Free of charge
Other investment funds, equities and bonds*
- Up to 100 000 EUR** Free of charge
- From the value above 100 000 EUR** 0.008%
* Securities registered in Austria, Belgium, Canada, Czech Republic, Denmark, Finland, France, Germany, Hungary, Ireland, Italy, Netherlands, Norway, Poland, Portugal, Russia, Spain, Sweden, Switzerland, UK, USA and Depositary Receipts (ADR, GDR), Eurobonds.
** Swedbank Group Funds and Baltic securities are excluded from the calculation of the portfolio value for safekeeping fee calculation.
Other countries Subject to agreement
Other services options
  • Tax relief at source / tax reclaim and general meeting services are subject to availability on each specific market.
  • Maintenance fee of an owner account is charged in addition to monthly securities safekeeping fee. Owner account is an account in the name of the Client opened at Nasdaq CSD SE and used only on behalf of the specific Client.
  • Owner account at Nasdaq CSD SE may be opened only at the branch office.
Owner securities account opening at Nasdaq CSD SE 50.00
Owner securities account monthly account maintenance 50.00
Participation in general shareholder meeting 120 EUR + external costs + VAT
  • The service fee is subject to 21% VAT.
  • The general meeting service is subject to availability on each specific market.
Processing of electronic voting instructions at general meeting 50 EUR + external costs + VAT
  • The service fee is subject to 21% VAT.
  • The general meeting service is subject to availability on each specific market.
Other corporate action Subject to agreement We set the fee for other corporate actions as „Subject to agreement“ as the range and technical nuances vary.
Tax reclaim 60 EUR + external costs + VAT
  • The service fee is subject to 21% VAT.
  • The tax reclaim service is subject to availability on each specific market.
Tax relief at source Free of charge The tax relief at source service is subject to availability on each specific market.
Mandatory corporate actions Free of charge
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 01.04.2023.

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.

Build up savings for your child's future now, so you can have peace of mind and your child – their own capital.
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  • Financing from 5 000 - 50 000 EUR

Contacts

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LV-1048, Latvia
BIC/S.W.I.F.T.: HABALV22
Reg. number: 40003074764

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