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Länsförsäkringar Barnspar 2045

The investment objective of the Fund is to achieve good capital growth in the long term, taking into account the fund's risk level. The fund will start with 100% equity exposure and then reduce risk the closer you get to target year.

Sparande i fonder innebär alltid en risk. Historisk avkastning är ingen garanti för framtida avkastning. De pengar som placeras i fonden kan både öka och minska i värde och det är inte säkert att du får tillbaka hela det insatta beloppet. Här kan du läsa mer om riskerna

PRIIP
Information brochure / Pre-sales information Sustainability / Fund rules
Annual Report
Semi-annual report
Sustainability reporting
Sustainability-related disclosures

Mgmt. fee

0.50%

Annual cost impact

0.52%

Risk

Morningstar Rating

-

Fund facts

Fund type

Mixed fund

Fund assets

37 MSEK

ISIN

SE0021923596

Start date

5/6/2024

UCITS

Ja

Asset managers

Mikael Bolander, Helena Billsson, Erik Gerestrand

Break time

Kl 06:00 på bankdagen

Benchmark index

Morningstar Sweden LM PAB Sel NR SEK 30%, MSCI EM ex sel. sec. clim. act. 75% 8%, MSCI WORLD ex sel. sec. clim. act. 75% 62%

NAV

101.82

Base currency

SEK

Date

6/18/2025

Purchase fee

0.00%

Sales tax

0.00%

Fund type

Equities

97.24%

Interest-bearing instruments

2.71%

Other

0.05%

Largest holdings

IE

iShares Dev Wld Scrn Idx (IE) Flex Acc $

18.24%

SE

Länsförsäkringar Global Index

17.41%

SE

Länsförsäkringar Sverige Index

13.25%

SE

Länsförsäkringar Global Vision A

11.69%

SE

Länsförsäkringar Sverige Vision A

10.42%

Total: 11 holdings

View all holdings

Industries

Information technology

20.56%

Finance

18.94%

Industry

18.07%

Health Care

9.94%

Consumer discretionary

9.47%

Style

Large mixed companies

35.20%

Large growth companies

20.64%

Large value Companies

17.33%

Mid-cap blend companies

8.67%

Medium growth companies

7.42%

Fees

Annual cost impact

0.52%

Mgmt. fee

0.50%

Fees and charges

0.51%

Transaction costs

0.01%

Other fees

-

Risk

Risk

Sharpe Ratio 3y

-

Standard deviation 3y

-

Standard deviation 5y

-

Tracking error 3y

-

Sustainability

Sustainability as a goal

-

Promoting sustainability

Ja

Carbon footprint

63.69

Carbon footprint category

79.95

Share of fund with climate targets

-

Exclusions

The fund uses exclusion criteria for direct investments, which means that the fund does not invest directly in controversial weapons. Nor in companies with more than 5% of their revenues from tobacco production, fossil fuel exploration and extraction, coal burning or gambling. It also excludes companies that violate international conventions and do not demonstrate a willingness to change. However, as the fund invests in other funds, there may be indirect holdings in companies involved in these activities.
Picture of the author

Mikael Bolander

Förvaltare

Anställd sedan: 2017-03-29 Utbildning: M.Sc. Business Administration I branschen sedan: 2004

Picture of the author

Helena Billsson

Förvaltare

Anställd sedan: 2011-08-01 Utbildning: M.Sc. Economics I branschen sedan: 1999

Picture of the author

Erik Gerestrand

Förvaltare

Anställd sedan: 2014-09-15 Utbildning: M.Sc. Economics and Computer Science I branschen sedan: 2004

Länsförsäkringar Fondförvaltning AB (publ)

Organisationsnummer: 556364-2783

Styrelsens säte: Stockholm