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Investment funds

You can also be an investor

Smart starts right away and invests even 1 euro per month.

  • Transactions with Swedbank Savings and Robur funds are free for you regardless of the amount. Holding them in portfolio is also free.
  • In addition, you save time because our experts make analyses and investment decisions for you.
  • By investing in Swedbank Robur funds, which is one of the largest asset managers in Scandinavia, you also contribute to the development of society and the environment.

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 - typically lower rewards, higher risk - typically 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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*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. Enter the amount of your lump-sum investment. 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 

What is 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 save 10 000 EUR and return is 10%, the capital will increase with 1000 EUR. If return is 10% even net year, the capital will increase with 1100 EUR since now you had 10 000 EUR of your own savings and 1000 EUR from the return of the first year. In the long run, the compounded-effect can make a big difference.

  • 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 issuer risk, as investments are done in many different companies
  • Contribute to a greener future by investing in sustainable funds.
  1. Select funds you want to invest in from our funds list.
  2. Decide how to invest:
    • regular investments, starting from 1 euro;
    • lump-sum investment in the amount you desire.
  3. Make an order. If you don’t have a securities account yet, you will be directed to open it during funds purchase.

If you need an advice fill out the Suitability questionnaire or sign up for an investment consultation.

Why do you need securities account?

  • You can make investments in various financial instruments, such as funds, equities, bonds etc.
  • Without investment account it is not possible to invest into such instruments.
  • It is possible to make securities transfers or receive securities from third parties or family members.
  • In Swedbank you will benefit from free of charge safekeeping for portfolios of up to 30 000 EUR.
  • In Swedbank you will benefit from free of charge safekeeping for portfolios of up to 100 000 EUR.
More about securities account

Why to open investment account?

  • Investment account is separate account where you can deposit your money that will be used for investments in various financial instruments, such as funds, equities, bonds etc.
  • No worries about declaring the earned income or loss and paying the income tax after each sales transaction.
  • Easy to declare annually as you can send the investment account annual report from the internet banking to the Tax and Customs Board with few clicks.
  • A possibility to make transfers to your investment account with another bank.
  • Opening and keeping an investment account is free of charge.
More about investment account
NB! Swedbank Russia Equity fund trading is temporarily 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 temporarily 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 June

Funds

Check the fund 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 June 2024. 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.

Difficult to choose?

Click here and we will guide you!

New! 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 12.07.2024 10.1448
Swedbank Savings Fund 60 EUR 12.07.2024 10.8819
Swedbank Savings Fund 100 EUR 12.07.2024 11.8849
Swedbank Robur Access Edge Global EUR 12.07.2024 14.6309
Swedbank Robur Access Edge USA EUR 12.07.2024 15.3557
Swedbank Robur Access Edge Europe EUR 12.07.2024 13.8295
Swedbank Robur Access Edge Emerging Markets EUR 12.07.2024 9.2891
Swedbank Robur Access Edge Japan EUR 12.07.2024 11.1263
Swedbank Robur Access Asien (Asia) EUR 12.07.2024 9.0704
Swedbank Robur Access Edge Sweden EUR 12.07.2024 11.1106
Swedbank Robur Global Impact EUR 12.07.2024 12.3372
Swedbank Robur Global High Dividend EUR 12.07.2024 14.4637
Swedbank Robur Technology EUR 12.07.2024 18.2375
Swedbank Robur Healthcare EUR 12.07.2024 13.8042
Swedbank Robur Fastighet (Real Estate) EUR 12.07.2024 11.0435
Swedbank Robur Corporate Bond Europe EUR 12.07.2024 9.4128
Swedbank Robur Corporate Bond Europe High Yield EUR 12.07.2024 10.4634
Swedbank Robur Corporate Bond Nordic EUR 12.07.2024 10.8397
Swedbank Robur Emerging Europe EUR 12.07.2024 15.5822
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 - E-unit (in liquidation) EUR 25.02.2022 13.8790
CompareShow all All Russian stocks (Local/ADRs/GDRs) are suspended for trading! More.

Franklin Templeton Investment Funds

Fund name Currency Date NAV Short term returns
  1 day 1 month 3 months 6 months YTD  
Templeton Global Bond (Euro) Fund EUR 12.07.2024 12.68
Templeton Frontier Markets Fund EUR 12.07.2024 31.13
Templeton European Opportunities Fund EUR 12.07.2024 15.76
Templeton Latin America Fund A (acc) USD 12.07.2024 64.03
Franklin India Fund A (acc) EUR 12.07.2024 78.35
Templeton China Fund (acc) USD 12.07.2024 18.34
Templeton Global Fund USD 12.07.2024 47.14
Franklin Biotechnology Discovery Fund A (acc) USD 12.07.2024 44.48
Franklin Technology Fund A (acc) EUR 12.07.2024 45.48
Franklin Natural Resources A (acc) EUR 12.07.2024 7.96
Templeton Global Total Return Fund (A Acc) EUR 12.07.2024 22.14
Templeton Global Balanced Fund (A Acc) EUR 12.07.2024 34.92
Templeton Asian Growth A (acc) EUR 12.07.2024 35.03
Templeton Emerging Markets Smaller Companies Fund A (acc) EUR 12.07.2024 20.50
Franklin Euro High Yield Fund EUR 12.07.2024 21.12
Franklin Mutual U.S. Value Fund USD 12.07.2024 107.07
Franklin Mutual European Fund EUR 12.07.2024 33.14
Templeton Asian Growth Fund USD 12.07.2024 38.27
Templeton BRIC Fund A-EUR EUR 12.07.2024 21.89
Templeton Eastern Europe Fund EUR 12.07.2024 16.24
Templeton Emerging Markets Fund USD 12.07.2024 48.31
CompareShow all
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.
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 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

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.

In case of Fund investments, the investors themselves are liable for any applicable taxes according to the Corporate Income Tax Law.

  • No worries about declaring the earned income or loss and paying the income tax after each sales transaction.
  • Easy to declare as you can send the investment account annual report from the internet bank to the Tax and Customs Board with few clicks.
  • After each securities sales transaction you need to calculate if loss or income was earned.
  • You yourself need to annually prepare and declare income from capital gain for income tax calculation.
  • Further information on payable and paid charges is available from the Bank.
  • If the Bank is obliged to pay taxes, fees, interest, penalties or incur other costs (that are not covered in the Bank’s price list below) for the provision of securities safekeeping and transaction services to the Client, the Bank shall have the right to debit such amounts from the Client’s Current Account without Client consent.

Account opening

Effective as of 01.11.2023
Securities Account
Internet bank free of charge
Branch office free of charge
Joint securities account 65 €

Account closing

 
All securities account types free of charge

Account statements
  • Bank account statements available free of charge from internet bank.
  • Statement fees are subject VAT.
  • For accounts opened with Estonian register of securities, account opening statement and statements of holdings and transactions for securities registered with the register are available at daily weekly, monthly, quarterly and annual frequency. Periodic statements are available free of charge at Nasdaq CSD Estonian branch Estonia webpage.

 
Bank statements
Securities account statement of holdings / transactions from branch office 2 €
Copy of transaction instruction 2 €
Nasdaq CSD Estonian branch statements 2 €

Trading of equities, bonds and Exchange Traded Fund (ETF) shares
  • Percentage based trading fees calculated from trade amount, in certain cases transaction fee will be added.
  • Trading fee is charged in trading currency based on the Bank’s exchange rates.
  • Trading via brokerage is subject to the Master Agreement for Financial Transactions. Information on the agreement is available from the Bank.
  • Trading orders transmitted to the Bank can be cancelled until executed.
  • In case the order is not executed in full during a single trading day, the trading fee (including minimum trading fee) for partial order execution is charged in full for each trading day when part of the order is executed.
  • On certain markets, minimum transaction amounts may apply.
  • A stamp duty of 0,5% of transaction amount on buying UK securities and 1% on buying Irish securities is added to the transaction charges. In certain events, a higher rate (1,5%), a bonus rate or tax exemption may apply for UK securities.
  • If purchase transactions are subject to FTT according to local market regulations (e.g. France, Italy, Spain and Hungary), such tax is added to the transaction charges.
  • Exchange traded funds (ETFs) are treated as shares.
  • Trading via Swedbank brokerage on other markets is subject to prior agreement with the Bank.

 
Shares and ETF-s Securities account in internet bank
Estonia, Latvia, Lithuania free of charge
Sweden, Finland, Denmark, Norway, USA, Germany, UK, Canada, Netherlands, France, Belgium, Ireland, Italy, Portugal, Spain, Switzerland, Austria, Poland, Hungary, Czech 0,14%, min 9,90 €
Shares and ETF-s Branch office Via brokerage
Estonia, Latvia, Lithuania 0,2%, min 50 € 0,2%, min 50 €
Sweden 0,2%, min 50 € 0,2%, min 500 SEK
Finland 0,2%, min 50 € 0,2%, min 50 €
Denmark 0,2%, min 50 € 0,2%, min 400 DKK
Norway 0,2%, min 50 € 0,2%, min 400 NOK
USA 0,2%, min 50 € 0,2%, min 50 USD
Germany 0,2%, min 50 € 0,2%, min 50 €
UK (London SE) 0,2%, min 50 € 0,2%, min 50 GBP
UK London International (Russian and other GDRs) 0,2%, min 50 € 0,2%, min 50 USD
Canada 0,2%, min 50 € 0,2%, min 50 CAD
Netherlands 0,2%, min 50 € 0,2%, min 50 €
France 0,2%, min 50 € 0,2%, min 50 €
Belgium 0,2%, min 50 € 0,2%, min 50 €
Ireland 0,2%, min 50 € 0,2%, min 50 €
Italy 0,2%, min 50 € 0,2%, min 50 €
Portugal 0,2%, min 50 € 0,2%, min 50 €
Spain 0,2%, min 50 € 0,2%, min 50 €
Switzerland 0,2%, min 50 € 0,2%, min 50 CHF
Austria 0,25%, min 50 € 0,25%, min 50 €
Poland 0,25%, min 50 € 0,25%, min 200 PLN
Hungary 0,25%, min 50 € 0,25%, min 15000 HUF
Czech 0,25%, min 50 € 0,25%, min 1300 CZK
Bulgaria 0,6%, min 50 € 0,6%, min 150 BGN
Bonds Internet bank Via brokerage
Estonia, Latvia, Lithuania 0,2%, min 3 € 0,2%, min 50 €
Trading in bonds in all other applicable markets via Swedbank brokerage - 0,5%, min 50 €
Transaction fee (all instruments) included in trading fee 3€ Baltic markets
4€ other markets

Transactions with investment fund units
  • Percentage based fees calculated from trade amount.
  • Fund orders submitted to the Bank cannot be cancelled.
  • Fund switch subject to the conditions specified in the fund terms, fee charged only on sell transaction.
  • Foreign fund transaction fee includes standard settlement fees charged by the Bank’s Custodians.
  • Other Estonian funds – subscription and redemption fee may be added subject to fund terms.

 
  Subscription Regular investment Redemption Switch
Swedbank Group funds free of charge free of charge free of charge free of charge
Other foreign fixed income funds
Franklin Templeton funds 0,5% + 7 € 0,5%, min 0,75 € 7 € 7 €
Funds managed by other management companies 0,5% + 21 € - 21 € 21 €
Other foreign equity and mixed funds
Franklin Templeton funds 1% + 7 € 1%, min 0,75 € 1% + 7 € 7 €
Funds managed by other management companies 1% + 21 € - 1% + 21 € 21 €
Other Estonian funds 1,5 € 0,75 € 5 € 5 €
Other transactions with Estonian securities and fund units Fees charged from both parties of the transaction.
Free of payment transaction 4,8 €
Against payment transaction 3,2 €
Pledge registration / amendment / appropriation 15 €
Transfer of pledged securities 30 €
Pledge release free of charge

Other transactions with foreign securities and foreign funds
  • Fees charged from both parties of the transaction.
  • Bank internal transactions are transactions between the securities accounts of the Bank’s clients.
  • Transaction fee includes standard settlement fees charged by the Bank’s Custodians.

 
Bank internal transactions 6 €
Bank external transaction
Latvia, Lithuania 10 €
Belgium, Canada, Denmark, Eurobond, Finland, France, Germany, Ireland, Netherlands, Norway, Sweden, UK, USA 15 €
Austria, Czech Republic, Hungary, Italy, Poland, Portugal, Spain, Switzerland 25 €
Bulgaria, Russia 45 €
Foreign funds 45 €
Other transaction fees Cancellation is allowed if instruction is not yet processed by the Bank.
Transaction cancellation transaction fee
Other transactions based on bailiff’s instructions transaction fee
Subscription to a new issue / Participating in an offer transaction fee

Monthly Securities Safekeeping Fees
  • Safekeeping fees are subject VAT. VAT exemption applies if client safekeeps only units or shares of investment funds specified in the Investment Funds Act or investment/ exchange traded funds of the EEA member state.
  • Safekeeping fee is calculated based on the portfolio value on the last date of the calendar month. Securities are priced according to 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 current account linked to the securities account.
  • ETF safekeeping fee equals to the safekeeping fee of its trading country.
  • Safekeeping on other countries is subject to prior agreement with the Bank.
  • Other investments: Austria, Belgium, Canada, Denmark, Finland, France, Germany, Ireland, Italy, Netherlands, Norway, Portugal, Spain, Sweden, Switzerland, UK, USA, Depositary Receipts, Poland, Czech, Hungary, Bulgaria, Russia, foreign funds

 
Swedbank Group funds free of charge
Estonia, Latvia, Lithuania free of charge
Other investments, equities, bonds
Up to 100 000 € free of charge
From the value above 100 000 € 0,008%, max 8 €
Safekeeping of Depositary Receipts (ADR, GDR) is subject to the respective DR Agent’s fees in addition to safekeeping fee.

Other Services
  • Fees for other services are subject VAT.
  • Tax relief at source / tax reclaim and general meeting services are subject to availability on each specific market.
  • Maintenance fee is charged in addition to monthly securities safekeeping fee. Actual cost amount depends on the costs of service on each specific market.
  • Tax reclaim fee will be debited as soon as the tax reclaim application is submitted by the client. The fee will be debited from clients cash Account which is linked to securities account. The fee will not be refunded in case the application is denied by third parties.

Mandatory corporate actions free of charge
Participation through the bank / representing a client at a general meeting 120 € + actual costs
Processing of electronic voting instructions at general meeting 50 € + actual costs
Other corporate action subject to prior agreement
Tax reclaim 60 € + actual costs
Tax relief at source free of charge

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.

All investment possibilities can be used to save money for children. Start by opening a securities account!

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