Transfer 90 is a generational fund that targets individuals born in the 1990s planning to retire at the national retirement age. It's actively managed with a quantitative approach and invests in equities and fixed income securities, in Sweden and abroad. The risk will gradually decrease as retirement approaches. Up until ten years before the person in the middle of the target group (born 1995) reaches retirement, at least 90% of the fund's value is invested in equities. Thereafter, a reallocation of the fund's assets begins, and the equity portion gradually decreases and the fixed income portion increases. From the time when the person in the middle of the target group reaches retirement, a maximum of 50% is exposed to equity markets. The fund is managed according to Swedbank Robur's method to ensure that capital is managed in line with the Paris Agreement and complies with Swedbank Robur's policy for responsible investments; read more in the information brochure and swedbankrobur.se.
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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
Updated: 27/02/2026
Asset allocation
Updated: 27/02/2026
Fees
Total fee
0.55 %
Ongoing costs
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Management fee