SPP Generation 40-tal

The fund’s objective is to generate a long-term return that exceeds the return in the markets to which the fund is exposed, defined as the fund’s benchmark index, with a high level of risk diversification. SPP Generation 40-tal is a actively managed multi asset fund. The fund is also a generation fund and is aimed at those of you who have already retired. The fund will gradually reduce the risk over time and from 2020 onwards, the fixed income allocation in the fund will normally be at 80 percent. The fund invests in both equities and interest-bearing securities and investments are made in Sweden as well as globally. The equity part of the fund is managed close to the benchmark and the fixed income part is actively managed. Through analysis and selection, the manager takes active investment decisions and allocates the fund's exposure between different asset classes and regions. The fund follows our standard for sustainable investments, which means, among other things, that we refrain from investing in companies that are in breach of international standards and conventions. These include human rights, labour law and international law, corruption and financial crime, serious climate and environmental damage, and controversial weapons (land mines, cluster bombs and nuclear weapons). We also exclude companies where more than 5 per cent of net sales come from the production and/or distribution of fossil fuels, tobacco, weapons, alcohol, gambling, pornography, cannabis or companies with large fossil reserves.