Swedbank Robur - Fund Management
Historical growth is no guarantee of future returns. Inflation has not been taken into account in the funds" returns. The value of the funds can both rise and fall, which is why there can be no guarantee that you will get back your original investment. Funds categorized as risk class 5-7 has a high risk both for increases and decreases in the value of the fund units. Fact Sheets (KIID), prospectuses and information about your rights are available on the website www.swedbankrobur.se

Swedbank Robur Realränta A

Realränta is an actively managed fixed-income fund that mainly invests in Swedish and foreign real interest rate bonds issued by governments, municipalities, county councils, mortgage lenders and companies under public ownership. The fund’s average duration should range from two to ten years. The fund complies with Swedbank Robur’s Policy for Responsible Investment and also applies an extended exclusion level. Read more in the fund’s Information Brochure and swedbankrobur.se. The fund is an option for investors who seek a real return, which means a return with protection against future inflation. The recommended investment horizon for the fund is at least 3 years.

ISIN

SE0000987224

Rtn. this y

-0.20 %

Total fee

0.36 %

Risk

2 / 7

Fund type

Fixed Income

Morningstar Rating Total

Morningstar Rating är 4 av 5 stjärnor

SFDR Classification

Article 8

Fact Sheet ​(PRIIPs KID)

-

Documents

Returns

Management

Sofia Holma

Managed the fund since

2017-01-01

Sofia Holma

Sofia Holma manages the Swedbank Robur Förbundsräntefond Kort, Realränta and Räntefond Kort. She has been part of our strong fixed-income asset management team since 2015, but joined Swedbank Robur in 2012.

Experience and education
Her past experience includes roles as assistant fixed income portfolio manager (2015–2016) and risk analyst at Swedbank Robur (2012–2015) as well as technical business support for Large Corporates & Institutions at Swedbank (2010–2012).

Sofia has an M.Sc. in Industrial Engineering and Management from Linköping University (2005–2010).
Ola Hægerstrand Björkman

Managed the fund since

2023-01-31

Ola Hægerstrand Björkman

Ola Hægerstrand Björkman manages Swedbank Robur Realränta, Räntefond Kort and Förbundsräntefond Kort. He has many years’ experience of fixed-income asset management and joined Swedbank Robur in 2011.

Experience and education
He has previously managed Swedbank Robur Förbundsräntefond Kort and Räntefond Kort Plus. Prior to this, he held roles as assistant fixed-income portfolio manager (2015–2016) and as portfolio analyst at Swedbank Robur (2011–2015) as well as in private banking sales at Skandiabanken (2008–2010).

Ola has an M.Sc. in Business and Economics from Stockholm University (2007–2011).

Fixed-income team

The fixed-income team manages funds encompassing everything from traditional money market and bonds to global corporate bond funds within both Investment Grade and High Yield. This means you can find products with exposure across the entire interest-rate spectrum. The fund managers have comprehensive knowledge and extensive experience of the fixed-income and credit markets in both the Nordic and European regions. The team consists of twelve portfolio managers which are divided between fixed income management and credit management.

Fixed-income funds

Our actively managed fixed-income funds apply an investment strategy based on the fund managers’ projected interest rate trend compared with the market’s pricing. The corporate bond funds focus on the selection of companies, but the sector, regional and thematic analyses are also key components of the strategy. All our fixed-income funds possess a clear sustainability profile and our fixed-income fund management is the largest in the Nordic region in terms of investments in green bonds.

Industry

Public administration and defence

92.82 %

Financial and insurance activities

7.21 %

Other

-0.03 %

Updated: 27/02/2026

Largest holdings

Swedish Government

92.82 %

Nordea Hypotek

6.07 %

Stadshypotek

0.00 %

Germany Government

0.00 %

Swedish Government

0.00 %

Updated: 27/02/2026

Credit rating

Average Credit Rating

Average Credit RatingAAA

Rating table aggregated per level

AAA

98.88 %

AA+-

0.00 %

A+-

0.00 %

BBB

0.00 %

BB+-

0.00 %

B+-

0.00 %

Below B

0.00 %

No Rating Ratio

1.12 %

Capital structure rating (HY/IG)

Investment grade

98.88 %

High Yield

0.00 %

No Rating Ratio

1.12 %

Capital structure fixed/floating rate

Fixed

100.00 %

Floating

0.00 %

Fees

Total fee

0.36 %

Ongoing costs

0.31 %

Of which

Management fee

0.30 %

Transaction costs

0.05 %

Performance based fee

-

Risk

Risk (SRI)

2 / 7

Sharpe ratio 3 y

-0.26 %

Standard Deviation 3 y

2.65 %

Active risk 3 y

0.20 %

Fund Facts

Management Company

Swedbank Robur Fonder AB

Share Class

A

Dividend

No

ISIN

SE0000987224

Base Currency

SEK

Share Class Currency

SEK

Start date

25/11/2002

NAV-price

146.66 SEK

Asset Under Management

3,077.99 MSEK

Type

Fixed Income

Legal seat

Sweden

UCITS

Yes

Benchmark

OMRX Real

NAV Update

Daily

PPM-number

-

Morningstar Rating Total

Morningstar Rating är 4 av 5 stjärnor

Sustainability

SFDR Classification

Article 8

CO₂

-

Sustainable bonds

0.00 %

Exclusion level

Extended level

ESG rating

AA

Sustainable Finance Disclosures