Espiria 30

A balanced fund for those who prefer smaller fluctuations in returns. Invests mainly in Nordic fixed income instruments, mainly corporate bonds. The equity part consists of a global equity portfolio with a relatively high proportion of stocks with a high yield.

Recommended investment horizon: at least 2 years

 

Documents and reports

Annual and semi-annual reports

Annual report 2021
Annual report 2021 (SP Aktiv-Defensiv)
Semi-annual report 2021
Annual report 2020

Key investor information

KIID Espiria 30 A SEK
KIID Espiria 30 B SEK
KIID Espiria 30 C SEK
KIID Espiria 30 C H1 CZK
KIID Espiria 30 C H1 EUR

Prospectus

Prospectus

Product sheets

Product Sheet - Q2 2022 - Espiria 30 - C H1 CZK - English
Product Sheet - Q2 2022 - Espiria 30 - C H1 EUR - English

 

Overview

Espiria SDG Solutions

An equity fund with a focus on companies that are developed in line with the UN's Sustainability Goals (SDGs). The companies have a significant part of their operations focused on sustainable solutions for both products and services, which provides good underlying growth.

Recommended investment horizon: at least 5 years

Espiria 30

A balanced fund for those who prefer smaller fluctuations in returns. Invests mainly in Nordic fixed income instruments, mainly corporate bonds. The equity part consists of a global equity portfolio with a relatively high proportion of stocks with a high yield.

Recommended investment horizon: at least 2 years

Espiria 60

A mixed fund for those who want to save more carefully but combine this with a medium-sized risk. Over time, the fund invests about 60 percent in a concentrated, global equity portfolio and about 40 percent investments in Nordic fixed-income, primarily corporate bonds.

Recommended investment horizon: at least 3 years

Espiria 90

A mixed fund that suits those who are prepared to take a higher risk, because 90 percent of the fund's assets are invested in shares. About 60 percent of the share is invested in a concentrated, global equity portfolio and 30 percent is invested in Swedish equities. About 10 percent is invested in Nordic interest-bearing instruments.

Recommended investment horizon: at least 5 years

Espiria Global

An equity fund that suits those who are willing to take a high risk, because the fund's holdings are invested in global equities with the possibility of a leverage of up to 20 percent. The equity portfolio consists of 50-70 global equities plus leverage in the form of futures on broad equity indices.

Recommended investment horizon: at least 5 years