Mixfond Pension is an actively managed balanced fund with a quantitative approach that normally invests 50 percent in Swedish and global equities and 50 percent in Swedish and global fixed income securities of varying credit quality. At least 30 percent of the fund’s value will be invested in Sweden. The fund is designed for retirement savings in the premium pension scheme or collectively agreed occupational pension schemes. All other unit holders are charged a fee for buying new units. The fund complies with Swedbank Robur’s Policy for Responsible Investment, read more in the fund’s Information Brochure and swedbankrobur.se. Sustainability and climate work is an integrated part in our investment strategy.
ISIN
Rtn. this y
Total fee
Risk
Fund type
Morningstar Rating Total
SFDR Classification
Fact Sheet (PRIIPs KID)
Documents
Returns
Management
Managed the fund since
2018-06-01
Henrik Åkerström
Henrik Åkerström manages Aktiefond Pension, Mixfond Pension and the Transfer funds. He is a chartered financial analyst and joined Swedbank Robur in 2013. Experience and education He has previously managed Swedbank Robur Global High Dividend, Talenten Aktiefond MEGA, Ethica Global, Förbundsfond, KPA Etisk Aktiefond and Folksam LO Världen (2014–2015) as well as the Access funds (2015–2017). He has also worked as a quantitative analyst at Swedbank Robur. Prior to that, he worked as a consultant at VPD Financial Software Consulting (2005–2013). Henrik is a chartered financial analyst from the CFA Institute (2012) and has a B.Sc. in Business Administration & Economics from Stockholm University (2000–2003). He also has an M.Sc. in Computer Science from Linköping University (1997–2003).
Managed the fund since
2018-06-01
Johan Eriksson
Johan Eriksson manages the Swedbank Robur Climate Impact, Global Impact, Humanfond, Aktiefond Pension, Mixfond Pension and Transfer funds. He has many years of fund management experience and joined Swedbank Robur in 2007. Experience and education He has previously managed Swedbank Robur Ethica Global (2007–2010), Globalfond (2007–2013), Folksam LO Världen (2007–2015), Aktie Hedge, Global High Dividend, Talenten Aktiefond MEGA, KPA Etisk Aktiefond, Förbundsfond and the Access funds (2013–2015). He has also worked as a quantitative analyst at SEB Asset Management (2006–2007) and prior to that as a consultant at VPD Financial Software Consulting (1997–2006). Johan has a B.Sc. in Business Administration and Economics from Uppsala University (1993–1997).
Quant team
The quant team manages the Access, Access Edge and KPA Blandfond, index-linked funds, with exposure to various regions and markets, as well as the Transfer generation funds, and the pension funds: Aktiefond Pension and Mixfond Pension. The team also manages the funds Climate Impact and Global Impact. The fund managers work closely together to discuss investments and exchange ideas. They also work closely with Swedbank Robur’s sustainability and compliance team to ensure that the companies that the funds invest in meet our sustainability requirements. The team consists of eight portfolio managers who all have extensive experience in quant- and index-based asset management.
Quant management
Mathematical models are used for analysis and selection of equities in our actively managed equity funds that apply a quantitative asset management approach. The advantage of quantitative asset management is that it enables fund managers to apply a systematic approach to processing vast quantities of data. The fund managers can then select securities with properties that are expected to positively impact the portfolio’s long-term return. Sustainability is incorporated in the selection process, for example, when the fund managers prioritise companies whose operations, in various ways, benefit the transition to renewable energy and energy efficiency or companies that contribute to the UN Sustainable Development Goals.
Largest holdings
Updated: 27/02/2026
Asset allocation
Updated: 27/02/2026
Fees
Total fee
0.46 %
Ongoing costs
0.45 %
Of which
Management fee
0.42 %
Transaction costs
0.01 %
Performance based fee
-
Risk
Risk (SRI)
3 / 7Sharpe ratio 3 y
1.16 %
Standard Deviation 3 y
6.78 %
Active risk 3 y
0.86 %
Fund Facts
Management Company
Swedbank Robur Fonder AB
Share Class
N/A
Dividend
No
ISIN
SE0000602252
Base Currency
SEK
Share Class Currency
SEK
Start date
15/03/1999
NAV-price
32.38 SEK
Asset Under Management
8,006.63 MSEK
Type
Allocation
Legal seat
Sweden
UCITS
Yes
Benchmark
25% OMRX Bond All, 20% OMX Stockholm 30 Gross, 10% JP Morgan USA Bond, 10% JP Morgan EMU Bond, 9% MSCI USA Net, 9% MSCI Europe ex Sweden Net, 7.5% MSCI Emerging Markets Net, 5% OMRX T-Bill, 4.5% MSCI Japan Net
NAV Update
Daily
PPM-number
-
Morningstar Rating Total
Morningstar Rating är 5 av 5 stjärnor
Sustainability
SFDR Classification
Article 8
CO₂
3/10
Sustainable bonds
0.00 %
Exclusion level
Extended level
ESG rating
AA