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Stiftelsefond is an actively managed balanced fund that normally invests in Sweden and globaly, mainly in Swedbank Robur´s funds. Normally the fund invests 60% in Swedish and global equity funds & 40% in Swedish and European fixed-income funds.The allocation between and within the stock and fixed income market is based on the fund managers analysis of the economy, valuation, liquidity, sentiment and the investment cycle. The fund complies with Swedbank Robur’s Policy for Responsible Investment & also applies an extended exclusion level. Read more in the fund’s Information Brochure & swedbankrobur.se. The recommended investment horizon is at least 3 years. For more information regarding share classes see the Information Brochure.
Name | Title | Since | Until |
---|---|---|---|
Ola Sundling | - | 2018 | Now |
Giovanni Polastri | - | 2018 | Now |
Johannes Lundgren | - | 2012 | 2018 |
Jörgen Olofsson | - | 2012 | 2017 |
Mårten Agneskog | - | 2012 | 2017 |
Malin Hallén | - | 2012 | 2017 |
Per Storfält | - | 2012 | 2017 |
David Stenlund | - | 2011 | 2017 |
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