Transfer 80 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 1985) 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.
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, the Transfer funds, Food and Water and Global Systematic. He has many years of fund management experience and joined Swedbank Robur in 2007. Experience and education He has previously managed Swedbank Robur Global Trends (2007–2010), Globalfond (2007–2013), Folksam LO Världen (2007–2015), Aktie Hedge, Global High Dividend, Talenten Aktiefond MEGA, KPA 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
Matthias Eriksson manages Swedbank Robur Transfer funds. He has many years of experience in fund management and joined Swedbank Robur in 2021. Experience and education He has previously worked as a senior quantitative analyst at SEB Investment Management (2005-2020). Prior to that, he worked as a consultant at VPD Financial Software Consulting (1998-2005) and as a civil engineer at ABB Atom (1996-1998). Matthias has an M.Sc. in Business Administration and Economics from the Stockholm School of Economics (1994-2001) and an M.Sc. in Electrical Engineering from KTH (1990-1996).
Managed the fund since
2012-10-19
David Stenlund
David Stenlund manages Swedbank Robur Climate Impact, Global Impact, Humanfond, the Transfer funds and Food and Water. He has extensive experience of quant asset management and joined Swedbank Robur in 2003. Experience and education His track record includes managing Swedbank Robur Selection 25 and Selection 75 (2007–2017), Selection 50 (2012–2017), Selection Ränta (2014–2015), Selection 100 (2014–2017), Mixfond Pension, Stiftelsefond and KPA Blandfond (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 Swedbank Robur Aktiefond Pension, Mixfond Pension, Global Systematic 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, part of the Quant & Allocation department, 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: 30/10/2026
Asset allocation
Updated: 30/10/2026
Fees
Total fee
0.53 %
Ongoing costs
0.50 %
Of which
Management fee
0.50 %
Transaction costs
0.03 %
Performance based fee
-
Risk
Risk (SRI)
4 / 7Sharpe ratio 2 y
0.94 %
Standard Deviation 2 y
13.88 %
Active risk 2 y
2.18 %
Fund Facts
Management Company
Swedbank Robur Fonder AB
Share Class
N/A
Dividend
No
ISIN
SE0001175746
Base Currency
SEK
Share Class Currency
SEK
Start date
10/06/2004
NAV-price
710.03 SEK
Asset Under Management
114,758.03 MSEK
Type
Allocation
Legal seat
Sweden
UCITS
Yes
Benchmark
85% MSCI All Country World Net, 15% OMX Stockholm Benchmark Cap Gross
NAV Update
Daily
PPM-number
-
Morningstar Rating Total
Morningstar Rating är 5 av 5 stjärnor
Sustainability
SFDR Classification
Article 8
CO₂
4/10
Sustainable bonds
0.00 %
Exclusion level
Policy
ESG rating
A
Sustainable Finance Disclosures
Summary
This financial product promotes environmental or social characteristics, but does not have a sustainable investment objective. However, the fund will have a minimum share of sustainable investments.
The fund analyses how the sustainable investments affect such things as emissions, water and biodiversity on an ongoing basis. The fund also ensures that the holdings do not seriously and systematically infringe on accepted international standards and conventions relating to sustainability as adopted by the UN, ILO and OECD or are otherwise involved in unacceptable operations relating to sustainability or corporate governance.
External suppliers will provide Swedbank Robur with an analysis of which companies can be associated with violations of international norms. Based on information from our suppliers and other available information, Swedbank Robur will make its own assessment on whether it is a question of a serious and systematic violation. If such a violation is deemed to occur, the company's securities are not a sustainable investment.
The fund promotes low emissions of carbon dioxide, business strategies that include the UN Global Goals (SDGs) and Swedbank Robur Quant Score.
Sustainability and climate work constitute an integrated part of the investment strategy in order to manage sustainability and climate risks and to promote environmental and social characteristics. The fund is obligated to follow the Management Company’s "Policy for Responsible Investments" (adopted by the Board) and uses three overarching methods ("include", "exclude" and "engage") in order to achieve the environmental and social characteristics promoted by the fund. The fund follows the Management Company’s "Principles for Shareholder Engagement" (adopted by the Board). As an active owner, the aim of Swedbank Robur is that the companies we invest in are managed in an efficient and long-term sustainable manner.
There are plans for at least 70% of the fund's assets to consist of investments aligned with environmental or social characteristics, of which at least 25% will be sustainable investments.
The Management Company’s risk function monitors and checks that the environmental or social characteristics that the fund promotes are complied with. The risk function also performs a quarterly follow-up and analysis of the metrics the Management Company has selected to measure how the fund’s investments promote environmental or social characteristics.
In order to measure the attainment of the environmental and social characteristics that the fund promotes, the sustainability indicators weighted average carbon dioxide intensity, SDG aligned revenues and Swedbank Robur Quant Score are used.
Swedbank Robur uses several sources in its process to measure how funds promote environmental and social characteristics. Swedbank Robur purchases data from major data providers that have demonstrated a robust method for guaranteeing the quality of data. In order to guarantee the quality of the data purchased, the supplier's data and product range are reviewed. When there is an opportunity, test data is taken from several providers offering the same product in order to compare as large a selection as possible.
There are a number of limitations with the models and data being currently used. The main limitation is the number of asset allocations for which metric calculation methods exist. The coverage is generally good for the funds, where a mix between reported and estimated data is used. Furthermore, Swedbank Robur believes that the method used by the data provider for estimating data is reliable.
The Management Company has due diligence procedures in place in order to ensure that sustainability risks and the sustainability requirements established for the fund are taken into consideration in the investment decision. Sustainability analysis is an integrated part of the fund management’s investment process. In order to manage sustainability risks and integrate the risks in investment decisions, the fund management follows the procedures that the Management Company describes in the Management Company’s "Strategy to include" and "Strategy to exclude". The Management Company’s risk function performs a daily inspection to determine whether the fund’s holdings fulfil its sustainability requirements and regulations regarding exclusion.
The fund follows the Management Company's "Principles for Shareholder Engagement" (adopted by the Board). In the event of sustainability-related controversies in invested companies, Swedbank Robur has special procedures and processes to monitor and follow up with the company. Both dialogue work and voting are key tools to try to prevent and respond to sustainability-related controversies.