Microcap is an actively managed equity fund that invests in small companies in various industries in the Nordic region with an emphasis on Sweden, which at the time of investment has a market value of no more than 0.1 percent of the Swedish stock market's total market value. The fund may invest up to 15 percent in unlisted companies. The fund complies with Swedbank Robur’s Responsible Investment Policy. Read more about the policy in the fund’s Information Brochure and at swedbankrobur.se. Sustainability and climate work is an integrated part in our investment strategy. The minimum initial purchase is SEK 50,000. The fund is a special fund and is not subject to the same regulations as traditional mutual funds. The fund is suitable for those who see growth potential in small Nordic companies.
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Managed the fund since
2021-11-01
Stefan Sundblom
Stefan Sundblom manages Swedbank Robur Microcap. He has extensive experience in the financial industry and he joined Swedbank Robur in 2015. Experience and education He has previously managed Swedbank Robur Nordenfond, Småbolagsfond Norden and Småbolagsfond Sverige. He has also been Head of equities at Swedbank Robur (2015-2020). Prior to this he worked as Head of equities at Handelsbanken Asset Management (2011-2015), where he also managed Swedish equities (2013-2015) and worked as Head of equity research (2005-2011). Stefan has also worked as Head of equity research and Investment manager at Industrivärlden (2001-2005) and Head of equity research at Swedbank Markets (1996-2001). Previously he worked as Business analyst at Linjebuss (1993-1995), Equity analyst at Swedbank Robur (1991-1993) and as Head of Accounting at Fabege (1988-1991). Stefan has an B.Sc in Business Administration from Stockholm University (1983-1986).
Nordic equities team
The Nordic equities team manages everything from broad Nordic equity funds to smaller niched funds and invests both in small companies and major multinational corporations. The fund managers apply a long-term investment approach and select companies that they have assessed as having attractive valuations relative to their future earnings potential. They maintain close dialogues with and monitor the performance of the companies in which they invest. The team consists of ten portfolio managers and our sustainability analysts and corporate governance specialists assist them with ensuring that the companies meet the funds’ sustainability criteria.
Active equity funds
The actively managed equity funds apply an investment strategy based on analysis of fundamentals. The focus is on the selection of companies, but sector, regional and thematic analyses are also key components of the strategy. The fund managers strive through active management to attain a return that exceeds the average return in the markets where the funds invest, in other words, a return that exceeds the fund’s benchmark index. Our fund managers integrate sustainability as a natural component of the funds’ investment processes.
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2.01 %
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