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Transfer 80 is a generation fund addressing those planning to retire between 2045 and 2054. The fund is actively managed with a quantitative approach. The fund invests in equities and fixed income securities in Sweden and abroad. The fund's risk will gradually decrease as the time for retirement approaches. Until 2039 the equity portion will be 70-100% and fixed income securities 0-30%. During 2040, there is a gradual decrease in the proportion of equities and will at and after 2050 be 20-50%. 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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