Historical growth is no guarantee of future returns. Inflation has not been taken into account in the funds' returns. The value of the funds can both rise and fall, which is why there can be no guarantee that you will get back your original investment. Funds categorized as risk class 5-7 has a high risk both for increases and decreases in the value of the fund units. Fact Sheets (KIID), prospectuses and information about your rights are available on the website www.swedbankrobur.se
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ISIN - International Security Identification Number, is a unique identifier for each fund. In Sweden, all registered funds start with letters SE followed by a 10 digit number.
Rtn. this y - Fund return in %, year to date.
Total fee - The total fee consists of the costs that are charged on an ongoing basis. The fee, expressed as a percentage of Asset under Management, is an estimate of future costs in the fund. The estimate is based on actual costs during the previous 12 months. If a fund has changed its fees, the estimate is valid until 12 months actual historical data is available. The most important cost in the measure is the Management Fee, but it also includes other administrative or operating costs as well as transaction costs. Any one-off costs, such as entry fee, are not included in the Total fee.
Risk. - The funds risk is a measure of potential return. For more information, please read the Fact Sheet and Information Broschure.
Morningstar Rating Total. - Morningstars Fund Rating system is a calculated risk/return measure that can be used to rank funds of similar category in the European market. The Rating is shown as a weighted average of the 3, 5 and 10 year average and expressed as a figure 1-5. The highest rank is 5 stars which is awarded to the 10% best funds in each category. A fund must have a performance history of at least three years to receive a rating. The rating is developed by the independent fund information company Morningstar.
SFDR Classification. - EU Sustainable Finance Action Plan: Through new EU action plans and legal requirements, sustainability will become a regulated area for the financial industry. In March 2018, the European Commission launched an action plan to finance sustainable growth with three main objectives: 1) shift capital flows towards sustainable investments in order to achieve sustainable and inclusive growth 2) address financial risks arising from climate change, environmental degradation and social issues 3) increase transparency and improve reporting and promote transparency and long-term sustainability in economic activities.
The Disclosure Regulation means that new requirements will be imposed on the disclosure of sustainability-related information. The purpose of the Regulation is to (1) harmonize requirements for sustainability-related information within the EU 2) increase transparency and clarity regarding sustainability-related information 3) increase the attractiveness of sustainable investments.
Article 9 - Funds investing in companies that promote environmental or social characteristics. Less reporting requirements than a fund defined as Article 9.
Article 8 - Funds that have sustainable investments as their objective. Very extensive reporting requirements.
Article 6 - Funds that do not have a sustainability profile under the regulations. Significantly lower reporting requirements than a Fund defined as Article 8.
ISIN - International Security Identification Number, is a unique identifier for each fund. In Sweden, all registered funds start with letters SE followed by a 10 digit number.
Rtn. this y - Fund return in %, year to date.
Total fee - The total fee consists of the costs that are charged on an ongoing basis. The fee, expressed as a percentage of Asset under Management, is an estimate of future costs in the fund. The estimate is based on actual costs during the previous 12 months. If a fund has changed its fees, the estimate is valid until 12 months actual historical data is available. The most important cost in the measure is the Management Fee, but it also includes other administrative or operating costs as well as transaction costs. Any one-off costs, such as entry fee, are not included in the Total fee.
Risk. - The funds risk is a measure of potential return. For more information, please read the Fact Sheet and Information Broschure.
Morningstar Rating Total. - Morningstars Fund Rating system is a calculated risk/return measure that can be used to rank funds of similar category in the European market. The Rating is shown as a weighted average of the 3, 5 and 10 year average and expressed as a figure 1-5. The highest rank is 5 stars which is awarded to the 10% best funds in each category. A fund must have a performance history of at least three years to receive a rating. The rating is developed by the independent fund information company Morningstar.
SFDR Classification. - EU Sustainable Finance Action Plan: Through new EU action plans and legal requirements, sustainability will become a regulated area for the financial industry. In March 2018, the European Commission launched an action plan to finance sustainable growth with three main objectives: 1) shift capital flows towards sustainable investments in order to achieve sustainable and inclusive growth 2) address financial risks arising from climate change, environmental degradation and social issues 3) increase transparency and improve reporting and promote transparency and long-term sustainability in economic activities.
The Disclosure Regulation means that new requirements will be imposed on the disclosure of sustainability-related information. The purpose of the Regulation is to (1) harmonize requirements for sustainability-related information within the EU 2) increase transparency and clarity regarding sustainability-related information 3) increase the attractiveness of sustainable investments.
Article 9 - Funds investing in companies that promote environmental or social characteristics. Less reporting requirements than a fund defined as Article 9.
Article 8 - Funds that have sustainable investments as their objective. Very extensive reporting requirements.
Article 6 - Funds that do not have a sustainability profile under the regulations. Significantly lower reporting requirements than a Fund defined as Article 8.
ISIN
Rtn. this y
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Total fee
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Risk
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Fund type
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Morningstar Rating Total
Missing dataSFDR
Article 8
Fact Sheet (PRIIPs KID)
Download
Return
No development data
Portfolio
Management
Managed the fund since:
2025-09-30
2025-09-30
Jan Bjerkeheim
Jan Bjerkeheim is co-portfolio manager of Swedbank Robur Corporate Bond Nordic High Yield, Corporate Bond Europe High Yield and Climate Bond High Yield. He has extensive credit market experience and joined Swedbank Robur in 2021. Experience and education He has previously worked as a high-yield asset manager at SEB Investment Management (2018–2021). Prior to this he was employed at Danske Bank (2007–2018) as a lending specialist to large corporates and previously with investment banking in corporate finance and equity analysis. Jan has an M.Sc. in Business Administration/Major Finance from Stockholm University (2003–2007).
Managed the fund since:
2025-09-30
2025-09-30
Mathias Westman
Mathias Westman is co-portfolio manager of Swedbank Robur Corporate Bond Nordic High Yield, Corporate Bond Europe High Yield, Climate Bond High Yield, Obligation, Obligation Plus, Förbundsräntefond, Talenten Räntefond Mega and Folksam LO Obligation. He has many years of experience in fixed income and credit trading and joined Swedbank Robur in 2019. Experience and education He has previously worked as a credit trader at Swedbank Robur (2019-2024). He has also worked as a fixed income broker at Gottex Brokers (2013-2019) and as an assistant portfolio manager at Naventi Kapitalförvaltning (2012-2013). Prior to that, he worked as a consultant at Holberg Fondene (2012) and began his financial career as an investment adviser at Skandia Norden (2011-2012). Mathias has studied economics and finance at Linköping University (2008-2011).
Managed the fund since:
2025-09-30
2025-09-30
Xuli Qian
Xuli Qian is co-portfolio manager of Swedbank Robur Corporate Bond Nordic High Yield, Corporate Bond Europe High Yield and Climate Bond High Yield. She has long and broad experience of the European and Nordic credit market and she joined Swedbank Robur in 2022. Experience and education She has previously managed credit funds at SEB Investment Management (2015-2022) where she has also worked as a quantitative analyst (2013-2015). Prior to this, she worked as an analyst at Nordea Markets (2012-2013). Xuli is a Chartered Financial Analyst, CFA (2018). She has a M.Sc in General Management from Stockholm School of Economics (2011-2013) and a M.Sc in Financial Mathematics from KTH Royal Institute of Technology (2007-2013).
Fixed-income team
The fixed-income team manages funds encompassing everything from traditional money market and bonds to global corporate bond funds within both Investment Grade and High Yield. This means you can find products with exposure across the entire interest-rate spectrum. The fund managers have comprehensive knowledge and extensive experience of the fixed-income and credit markets in both the Nordic and European regions. The team consists of twelve portfolio managers which are divided between fixed income management and credit management.
Fixed-income funds
Our actively managed fixed-income funds apply an investment strategy based on the fund managers’ projected interest rate trend compared with the market’s pricing. The corporate bond funds focus on the selection of companies, but the sector, regional and thematic analyses are also key components of the strategy. All our fixed-income funds possess a clear sustainability profile and our fixed-income fund management is the largest in the Nordic region in terms of investments in green bonds.
Fundfacts & Fees
Fundfacts
Fees
Sustainability
Sustainability measures
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SFDR Classification - SFDR (Sustainable Finance Disclosure Regulation) is often used as a sustainability label for funds. However, these are not new sustainability labels, they primarily show how extensive information requirements each fund company will report for a specific fund.
The Disclosure Regulation means that new requirements will be imposed on the disclosure of sustainability-related information. The purpose of the Regulation is to (1) harmonize requirements for sustainability-related information within the EU 2) increase transparency and clarity regarding sustainability-related information 3) increase the attractiveness of sustainable investments.
Article 9 - Funds investing in companies that promote environmental or social characteristics. Less reporting requirements than a fund defined as Article 9.
Article 8 - Funds that have sustainable investments as their objective. Very extensive reporting requirements.
Article 6 - Funds that do not have a sustainability profile under the regulations. Significantly lower reporting requirements than a Fund defined as Article 8.
CO2- CO₂ footprint is measured as tonnes CO₂e/MSEK in sales at the time of measurement, normally the last year-end. First figure is the emission from the fund’s portfolio, and the latter is the emissions from the funds benchmark index. The CO₂ data is provided by MSCI.
Exclusion level -Swedbank Robur has two levels when it comes to exclusion – policy and extended level.
Swedbank Robur’s funds do not invest in controversial weapons, nuclear weapons, tobacco, cannabis, pornographic material, commercial gambling, or the extraction of fossil fuels (coal, oil, and gas), unless there are clear transition targets in place.
Some of Swedbank Robur’s funds have an extended level and additionally exclude weapons, military equipment, alcohol and have stricter criteria for extraction of coal.
Read more about our exclusion strategy in Swedbank Robur’s Exclusion Strategy
SFDR Classification
Article 8
CO₂
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Exclusion level
Policy
ESG rating
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Sustainable Finance Disclosures
Summary