Stiftelsefond is an actively managed balanced fund that normally invests in Sweden and globally, mainly in Swedbank Robur funds. Normally the fund invests 60 percent in Swedish and global equity funds and 40 percent in Swedish and European fixed-income funds.The allocation between and within the stock and fixed income market is based on the fund managers analysis of the economy, valuation, liquidity, sentiment and the investment cycle. 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. Sustainability and climate work is an integrated part in our investment strategy. The fund consists of share classes, for more information see the Information Brochure.
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
2025-01-01
Johan Holtsjö
Johan Holtsjö manages Swedbank Robur Stiftelsefond and Swedbank Robur’s discretionary fund allocation mandates. He joined Swedbank Robur in 2024. Experience and education He has previously worked as a senior portfolio manager at Carnegie Investment Bank (2014–2024) where he was responsible for global equities and was a member of the investment committee. He has also worked as a senior strategist at AP3 (2007–2014) and as a quant analyst at AP7 (2006–2007). Before that, he worked as a statistical manager at PPM (2005-2006) and as a risk analyst at AP7 (2005). Johan has an M. Sc in Engineering in Physics, with a specialisation in Financial Mathematics from the Royal Institute of Technology (2005), and an education in Economics for Business from University of Westminster (2001).
Allocation team
The responsibilities of the allocation team include management of our pre-packaged funds such as the Bas and Selection balanced funds, but also include tailored fund portfolios for institutional customers, among others. The fund managers have extensive experience in asset allocation, fund selection and portfolio design, and create high quality, long-term fund portfolios. They apply a regional perspective and other themes, such as the climate, when selecting the underlying funds. The team consists of eight portfolio managers and to identify interesting opportunities presented by activities such as trading derivatives, they maintain close collaboration with the Execution department.
Balanced funds
The majority of our balanced funds are actively managed and invest in equities and fixed-income securities, either directly in the actual securities or through other Swedbank Robur funds. In addition to equity and fixed-income investments, it is also possible to invest in credit, alternative fixed-income and equity investments as well as derivatives and external funds. Our fund managers integrate sustainability as a natural component of the funds’ investment processes.
Largest holdings
Asset allocation
Fees
Total fee
1.11 %
Ongoing costs
Of which
Management fee