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Obligation is an actively managed fixed-income fund that mainly invests in Swedish bonds such as government bonds, covered mortgage bonds & bonds issued by municipalities & regions. The fund may also invest to some extent in bonds with a credit rating of at least BBB-. The fund’s average duration normally ranges from three to 5 years. The fund complies with Swedbank Robur’s Policy for Responsible Investment & also applies an extended exclusion level. Read more in the fund’s Information Brochure & swedbankrobur.se. The fund is an option for investors looking to invest in a bond fund with a strong ESG focus & high creditworthiness, & has an investment horizon of at least 2 years. For more information regarding share classes see the Information Brochure. The performance for Obligation B up to 21/10-2021 is based on Ethica Obligation Utd. due to a merger.
Name | Title | Since | Until |
---|---|---|---|
Mikael Elmqvist | - | 2022 | Now |
Sofia Holma | - | 2021 | 2022 |
Thomas Bäck | - | 2016 | 2021 |
Lennart Elofsson | - | 2011 | 2016 |
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