KPA Blandfond is an close to index balanced fund that invests one-third in Swedish equities, one-third in global equities & one-third in Swedish fixed income securities of varying credit quality. The fund rebalances the holdings to maintain the allocation between equities and fixed income. The fund is managed passively through the application of a quantitative management strategy. This strategy aims to create a high-sustainability portfolio while mimicking the character of the index in its composition. The fund complies with Swedbank Robur’s Responsible Investment Policy & KPA Pension’s ethical investment criteria. Read more about the policy in the fund’s Information Brochure & swedbankrobur.se. Sustainability and climate work constitute an integrated part in our investment strategy.
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Managed the fund since
2023-03-14
Johan Andreasson
Johan Andreasson manages the Swedbank Robur Access Edge, Access funds and KPA Blandfond. He is a certified financial analyst and joined Swedbank Robur in 2005. Experience and education He has managed index-linked funds and portfolios since 2011. He has also previously worked as a risk manager at Swedbank Robur (2005–2011). Johan is a certified financial analyst and has an M.Sc. in Economics from Växjö University (2001–2005).
Managed the fund since
2023-03-14
Olof Löfving
Olof Löfving manages KPA Blandfond.
Index-linked funds
Our index-linked funds adopt an investment strategy based on creating a portfolio with a high ESG profile while, as far as possible, its characteristics mirror its benchmark index. The funds apply a quantitative asset management approach that entails the use of mathematical models for analysis and selection of equities. The advantage of quantitative asset management is that it enables fund managers to apply a systematic approach to processing vast quantities of data. Sustainability is incorporated in the selection process, for example, through models that prioritise companies whose operations, in various ways, benefit the transition to renewable energy.
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.
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0.43 %
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