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Ethica Obligation Utd is an actively managed fixed-income fund that mainly invests in Swedish bonds such as government bonds, covered mortgage bonds & bonds issued by municipalities & regions. The fund may also invest to some extent in bonds with a credit rating of at least BBB-. The fund’s average duration normally ranges from three to 5 years. The fund complies with Swedbank Robur’s Responsible Investment Policy & also has an enhanced environmental, social & corporate governance (ESG) focus. Read more about the policy in the fund’s Information Brochure & swedbankrobur.se. The fund is suitable for investors looking to invest in a bond fund with a strong ESG focus & high creditworthiness, & has an investment horizon of at least 2 years. The fund pays dividends between March & May every year.
Name | Title | Since | Until |
---|---|---|---|
Thomas Bäck | - | 2016 | 2021 |
Lennart Elofsson | - | 2008 | 2016 |
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