Aktiefond Pension is an actively managed equity fund with a quantitative management method that invests in large and medium-sized companies in various sectors in Sweden and globally. Normally, 30 percent is invested in Sweden and 70 percent globally with a permitted variation of +/- 20 percentage points. Equities with low valuation, stable earnings, good cash flows and positive price and earnings trends, for example, are promoted. The fund complies with Swedbank Robur’s Policy for Responsible Investment & applies an extended exclusion level. Read more in the fund’s Information Brochure & swedbankrobur.se. Sustainability & climate work is an integrated part in our investment strategy. The fund is specifically designed for retirement savings in the PPM system or collectively agreed occupational pension schemes. All other unit holders are charged 2 percent of the purchase price for new units.
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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.
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