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Transfer 50 is a generation fund addressing those who saves for their pension and are born during 1950s. The fund is actively managed with a quantitative approach. The fund invests in equities and fixed income securities in Sweden and abroad. From 2015, the equity portion of the Fund will be between 0 and 32 percent and fixed income securities between 68 and 100 percent. The fund may use derivative instruments to improve returns. The fund is managed according to Swedbank Roburs method to secure the alignment with the Paris Agreement before 2025. Among other things that means companies with low greenhouse gas (GHG) emissions are rewarded in the investment process. The fund complies with Swedbank Robur’s Policy for Responsible Investment and also applies an extended exclusion level. Read more in the fund’s Information Brochure and swedbankrobur.se.
Name | Title | Since | Until |
---|---|---|---|
Matthias Eriksson | - | 2023 | Now |
Henrik Åkerström | - | 2017 | Now |
Johan Eriksson | - | 2016 | Now |
David Stenlund | - | 2012 | Now |
Per Storfält | - | 2012 | 2017 |
Ling Bao | - | 2016 | 2017 |
Johannes Lundgren | - | 2015 | 2017 |
Ola Sundling | - | 2013 | 2017 |
Mårten Agneskog | - | 2013 | 2017 |
Jörgen Olofsson | - | 2012 | 2017 |
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