Navigate to main page content
Become a customer

Investment funds

Everybody can be an investor

It is easy to start:

  • 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
  • You can invest in the funds of Swedbank Robur - one of the largest Scandinavian asset managers
  • Choose Swedbank funds, which invest in sustainable companies, for a greener future

Top traded in February:

Funds

Check the funds list

Stocks

Check the stock list

The ranking of the most-traded stocks and funds is based on the value of transactions in stocks and funds conducted by Swedbank customers in the Baltics via Swedbank Internet Bank during February 2025. This ranking reflects the statistics of transactions in stocks and funds conducted by Swedbank customers within the given time period and shall not be considered an investment recommendation, advice or any other kind of solicitation to buy or sell securities or to enter into any other transaction.

1

Where would you like to invest?

1 / 2
Back
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.
Back

Based on your answers, you could consider:

Restart the quiz

*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.

Difficult to choose?

Click here and we will guide you!

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 04.04.2025 10.0250
Swedbank Savings Fund 60 EUR 04.04.2025 10.2777
Swedbank Savings Fund 100 EUR 04.04.2025 10.5566
Swedbank Robur Access Edge Global EUR 04.04.2025 13.5843
Swedbank Robur Access Edge USA EUR 04.04.2025 13.9838
Swedbank Robur Access Edge Europe EUR 04.04.2025 13.3508
Swedbank Robur Access Edge Emerging Markets EUR 03.04.2025 9.0552
Swedbank Robur Access Edge Japan EUR 04.04.2025 10.3782
Swedbank Robur Access Asien (Asia) EUR 03.04.2025 8.9185
Swedbank Robur Access Edge Sweden EUR 04.04.2025 10.2605
Swedbank Robur Global Impact EUR 04.04.2025 11.2046
Swedbank Robur Global High Dividend EUR 04.04.2025 14.0011
Swedbank Robur Technology EUR 04.04.2025 14.6186
Swedbank Robur Healthcare EUR 04.04.2025 12.0875
Swedbank Robur Fastighet (Real Estate) EUR 04.04.2025 10.5232
Swedbank Robur Corporate Bond Europe EUR 04.04.2025 9.7561
Swedbank Robur Corporate Bond Europe High Yield EUR 04.04.2025 10.9355
Swedbank Robur Corporate Bond Nordic EUR 04.04.2025 11.2556
Swedbank Robur Emerging Europe EUR 04.04.2025 15.0218
CompareShow all

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
CompareShow all

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 04.04.2025 34.15
Templeton European Opportunities Fund EUR 04.04.2025 13.58
Franklin High Yield Fund USD USD 04.04.2025 5.10
Franklin Income Fund USD 04.04.2025 9.12
Franklin India Fund EUR EUR 04.04.2025 69.70
Franklin India Fund USD USD 04.04.2025 63.08
Franklin Mutual U.S. Value Fund EUR EUR 04.04.2025 93.90
Franklin Mutual U.S. Value Fund USD USD 04.04.2025 102.71
Franklin Mutual European Fund USD 03.04.2025 37.91
Franklin U.S. Opportunities Fund USD 04.04.2025 28.68
Templeton Asian Growth Fund EUR EUR 04.04.2025 32.53
Templeton Asian Growth Fund USD USD 04.04.2025 32.38
Templeton BRIC Fund EUR EUR 04.04.2025 22.75
Templeton BRIC Fund USD USD 04.04.2025 20.58
Templeton China Fund EUR EUR 03.04.2025 19.31
Templeton China Fund USD USD 03.04.2025 22.12
Templeton Eastern Europe Fund EUR 04.04.2025 14.85
Templeton Emerging Markets Fund USD 04.04.2025 41.81
Franklin Euro High Yield Fund EUR 04.04.2025 5.30
Templeton Euroland Fund EUR 04.04.2025 29.11
Franklin European Total Return Fund EUR 04.04.2025 8.99
Templeton Global Balanced Fund USD 04.04.2025 22.43
Templeton Global Bond Fund EUR 04.04.2025 12.75
Templeton Global Total Return Fund EUR EUR 04.04.2025 21.98
Templeton Global Total Return Fund USD USD 04.04.2025 7.25
Templeton Growth Fund EUR 04.04.2025 19.79
Templeton Latin America Fund EUR EUR 04.04.2025 38.96
Templeton Latin America Fund USD USD 04.04.2025 58.46
CompareShow all
Fund order

An investment fund pools money from many investors to invest in various assets. Funds are managed by professionals with the goal of generating returns for the fund's investors.

  • Investing in funds gives you a possibility to earn a higher return as compared to keeping money in your cash account or in term deposits. 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 investment risk, as investments are done in many different companies.
  • Contribute to a greener future by investing in sustainable funds.
  • 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.
  • Swedbank Robur's primary goal is well-managed and profitable investments, with sustainability being a key component.

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 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 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 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

3 easy steps

  1. Select the funds you want to invest in from Investment funds list
  2. Decide on the frequency of your investments:
    • Micro investments from your rounded-up card payments
    • regular investments from 1 EUR
    • a lump-sum investment in the amount you prefer
  3. Place an order for buying fund units. Before the purchase of fund units you will be asked to open an investment account or securities account if you do not yet have an account opened for making investments.

If you need advice, fill out the Investment profile questionnaire.

Investment account

Recommended!

Free of charge

Securities account

Free of charge
Investments are conveniently separated from your daily transactions
Income from investments is subject to declaration
All profits are subject to declaration during current year or next year and income tax (20%) has to be paid
You can defer income tax and re-invest your profits tax-free
Filling in your annual tax return is convenient and easy (*By using the “Investment account statement” which can be easily preppared in Internet Banking)
Securities can be transferred to and received from third parties or family members.
Transfers of securities can only be made to your own account of the same status with another bank.

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%25.5% tax is payable.
  • Dividends must be declared to the State Revenue Service (VID) and a 20%25.5% 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

Watch video

Information on taxes if you have a securities account

Watch video
  • 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.

Got a question?

Book a remote consultation or call our investment consultation line on 67444442 (weekdays 9.00–17.00).
New!

Investing is completely effortless. Your investments will be automatically topped up with a small amount from each card payment.

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

For those who want to create an investment portfolio on their own.

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

Jūsu Internet Explorer pārlūkprogramma netiek atbalstīta.

Lūdzu izmantot Google Chrome, Mozilla Firefox vai Microsoft Edge pārlūkprogrammu.

Google ChromeMozilla FirefoxMicrosoft Edge

Ar 23.03.2021. Swedbank internetbanka vairs nav pieejama, izmantojot Internet Explorer tīmekļa pārlūkprogrammu.

Tāpat nav iespējams apstiprināt Swedbank maksājumus citās vietnēs, kā arī izmantot Swedbank autentifikāciju, piemēram, latvija.lv.

Turpmāk iesakām izmantot Google Chrome, Mozilla Firefox vai jaunāko Microsoft Edge versiju. Uzziniet, kā uz sava datora uzstādīt kādu no minētajām pārlūkprogrammām, šeit.

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.

Klientu serviss - Инфо и помощь - Customer service: +371 67 444 444

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.

15% discount for CASCO

If you were waiting for a sign to get CASCO insurance for your car, here it is!

Get CASCO by April 13 with a contract start date up to 45 days later.

  • Extensive risk coverage, including damage caused by natural disasters
  • 24/7 roadside assistance both in Latvia and abroad
  • 0 EUR deductible for glass damage and collisions with animals

Contacts

“Swedbank” AS
Balasta dambis 15, Riga,
LV-1048, Latvia
BIC/S.W.I.F.T.: HABALV22
Reg. number: 40003074764

Useful links

Legal information

Customer programmes

This is Internet Banking site of companies offering financial services - "Swedbank" AS, "Swedbank Līzings" SIA, "Swedbank Atklātais Pensiju Fonds" AS, "Swedbank Ieguldījumu Pārvaldes Sabiedrība" AS, "Swedbank P&C Insurance" AS Latvia branch, "Swedbank Life Insurance" SE Latvia branch. Before signing any agreement read the terms and conditions of the respective service.