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The fund is a rules-based mixed fund. The objective of the fund is to give exposure to the equity market to investors who are saving for retirement and intending to retire during the period of 2035-2044, while gradually lowering risk up to the time of retirement. The fund is a rules-based mixed fund in which the equity exposure is attained through investments in funds and equity-related transferable securities with exposure to the Nordic and global equity markets. The fixed income exposure is attained through investments in funds and interest-related transferable securities with exposure to the Swedish fixed income market. Given that the fund is rules-based, the fund’s allocation is pre-determined with respect to the allocation between equity exposure and fixed income exposure as well as with the allocation within the scope of the equity exposure.
Name | Title | Since | Until |
---|---|---|---|
Anders Dolata | - | 2020 | Now |
Peter Fahlstedt | - | 2018 | 2020 |
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