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Folksam LO Obligation is an actively managed fixed-income fund that invests in different types of bonds such as government bonds & covered Swedish mortgage bonds and bonds issued by municipalities, regions & companies under public ownership. The fund also invests in real interest rate bonds and corporate bonds. The fund invests in bonds with a minimum credit rating of BB- on the investment date. The average duration of the fund’s holdings ranges from two to seven years. The fund is mainly designed for savings in collectively agreed occupational pension & premium pension schemes. The fund complies with the fund management company’s Responsible Investment Policy & Folksam LO’s ethical investment criteria. Read more about the policy & ethical criteria in the fund’s Information Brochure & swedbankrobur.se. The recommended investment horizon for the fund is at least 3 years.
Name | Title | Since | Until |
---|---|---|---|
Mikael Elmqvist | - | 2022 | Now |
Sofia Holma | - | 2021 | 2022 |
Thomas Bäck | - | 2016 | 2021 |
Lennart Elofsson | - | 2011 | 2016 |
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