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The objective of the fund is to achieve good returns for investors saving for retirement and who intend to retire during the period of 2025-2034, while gradually lowering risk up to the time of the saver’s retirement. This objective shall be attained through investments primarily in fixed income funds and interest-related transferable securities as well as in equity funds and equity-related transferable securities. The fund is a securities fund (UCITS) that may invest in the following types of assets: − in transferable securities (a total maximum of 20% of fund capital), − in money market instruments, − in derivatives, − in fund units, and − in an account at a credit institution (a total maximum of 20% of fund capital). The investment focus means that a substantial portion of the fund’s assets are invested in units of other funds, whereby the fund is a so-called fund of funds. Refer also to the information brochure’s general section under Specific information on fund of funds.
Name | Title | Since | Until |
---|---|---|---|
Anders Dolata | - | 2020 | Now |
Peter Fahlstedt | - | 2018 | 2020 |
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