Espiria 90

Espiria 90 is an actively managed mixed fund with high and broad exposure to the equity market. The fund invests approximately 30% in Swedish equities and 60% in global equities and is complemented by Nordic corporate bonds to help reduce portfolio volatility. The combination of equities and fixed income investments makes the fund a more balanced alternative to traditional equity investing. The fund’s high equity allocation provides broad exposure to global growth and the potential for capital appreciation over time.

Espiria 90 is suited for investors with a longer investment horizon who can accept greater fluctuations in value. The recommended investment horizon is at least 5 years.

Innovation, sustainability and megatrends

The fund invests in quality companies with exposure to long-term megatrends, such as digitalisation, electrification and the sustainable transition, where innovation and sustainability are key drivers. These companies are characterised by strong business models and an ability to adapt to changing market conditions over time.

The fixed income portion consists primarily of Nordic corporate bonds. These investments often carry floating interest rates, which may help reduce portfolio volatility while providing the opportunity for ongoing returns.

• 90% equities - Investments in global quality companies with strong business models, stable earnings and a focus on sustainable development.
• 10% fixed income - Primarily Nordic corporate bonds that contribute to portfolio stability and complement the equity investments.

Investment process and management
The fund invests in companies evaluated on their business model and market position, financial strength and earnings potential, and the quality of leadership and sustainability practices.

The aim is to build a diversified portfolio centred on quality and balance, consistent with Espiria's investment philosophy.

Our portfolio managers bring extensive experience in analysing and selecting investments across equities and fixed income – always weighing company-specific conditions, macroeconomic factors and long-term trends before each investment decision. 

• High allocation to global and Swedish equities
• Exposure to quality companies and long-term megatrends 
• Designed to generate long-term growth over time
• Mixed asset fund with higher risk