Past performance is no guarantee of future returns. Fund units may go up or down in value and investors may not get back the amount invested.

Espiria 60 615X405 New

Espiria 60

NAV

238.00 SEK

1 day

-0.45%

YTD

+1.93%

NAV date

2025-10-07

Sustainability

SFDR Article 8

NAV

239.08 SEK

1 day

-0.45%

YTD

+1.97%

NAV date

2025-10-07

Sustainability

SFDR Article 8

A balanced fund with a medium risk profile, investing 60 percent in equities

Innovation, sustainability and nordic corporate bonds

Broad portfolio focused on quality and balance

Investment philosophy and active management

Fund highlights

Geographical split

Sectors

Largest holdings

Fund information

Fund

Espiria 60 A

Share class

A SEK

ISIN

LU1120868465

Inception date

2014-12-19

Domicile

Luxembourg

Kategori

SEK Moderate Allocation

Morningstar Rating™ (3 years)

5

Yearly fee

1.73%

- of which management fee

1.30%

Hållbarhetsprofil

Läs mer

Fond

Espiria 60 C

Andelsklass

C SEK

ISIN

LU0674582811

Startdatum

2011-09-06

Hemvist

Luxembourg

Kategori

SEK Moderate Allocation

Morningstar Rating™ (3 år)

5

Årlig avgift

1.69%

- varav förvaltningsavgift

1.30%

Hållbarhetsprofil

Läs mer

Risk indicator

The risk indicator assumes that you keep the product for 3 years. The actual risk can vary significantly if you redeem your investment early and may mean you get less back.

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