Transfer 60 is a generation fund addressing those planning to retire between 2025 and 2034. The fund is actively managed with a quantitative approach. The fund invests in equities and fixed income securities in Sweden and abroad. The fund's risk will gradually decrease as the time for retirement approaches. Until 2019, the equity portion was 40-70% and fixed income securities 30-60%. During 2020, there was a gradual decrease in the proportion of equities and will at and after 2030 be 20-50%. The fund may use derivative instruments to improve returns. The fund is managed according to Swedbank Roburs method to secure the alignment with the Paris Agreement. Among other things that means companies with low greenhouse gas (GHG) emissions are rewarded in the investment process. The fund complies with Swedbank Robur’s Responsible Investment Policy. Read more about the policy in the fund’s Information Brochure and swedbankrobur.se.
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
2016-01-01
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).
Managed the fund since
2023-06-12
Matthias Eriksson
Managed the fund since
2012-10-19
David Stenlund
David Stenlund manages Swedbank Robur Climate Impact, Global Impact, Humanfond and Transfer funds. He has extensive experience of quant asset management and joined Swedbank Robur in 2003. Experience and education His track record includes managing Swedbank Robur Bas 25 and Bas 75 (2007–2017), Bas 50 (2012–2017), Bas Ränta (2014–2015), Bas 100 (2014–2017), Mixfond Pension, Stiftelsefond and KPA Etisk Blandfond 2 (2011–2017) and Dynamic (2014–2017). David has been head of the quant asset management department at Swedbank Robur since 2017. He has also worked as chief analyst for Multi Asset (2012–2017) and as a quantitative analyst (2006–2007) and risk manager (2003–2006) at Swedbank Robur. He holds an M.Sc. in Industrial Engineering/Financial Mathematics from Lund University, Faculty of Engineering (1998–2003) and an M.Sc. in Economics from Lund University.
Managed the fund since
2017-09-13
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).
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
Asset allocation
Fees
Total fee
0.54 %
Ongoing costs
0.51 %
Of which
Management fee
0.50 %
Transaction costs
0.03 %
Performance based fee
-
Risk
Risk (SRI)
3 / 7Sharpe ratio 3 y
1.00 %
Standard Deviation 3 y
7.59 %
Active risk 3 y
1.09 %
Fund Facts
Management Company
Swedbank Robur Fonder AB
Share Class
N/A
Dividend
No
ISIN
SE0001175720
Base Currency
SEK
Share Class Currency
SEK
Start date
10/06/2004
NAV-price
323.71 SEK
Asset Under Management
44,156.47 MSEK
Type
Allocation
Legal seat
Sweden
UCITS
Yes
Benchmark
51% MSCI All Country World Net, 40% OMRX Bond All, 9% OMX Stockholm Benchmark Cap Gross
NAV Update
Daily
PPM-number
-
Morningstar Rating Total
Morningstar Rating är 4 av 5 stjärnor
Sustainability
SFDR Classification
Article 8
CO₂
4/11
Sustainable bonds
0.00 %
Exclusion level
Policy
ESG rating
AA