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SEB Strategy funds

SEB Strategy funds are intended for long-term investing (on an average 3–5 years). When choosing the SEB Strategy fund in which to invest, the decisive factors are the purpose of investing, the term, acceptable risk level and the fees. When investing directly in stocks and fixed income, each Strategy fund has sustainability criteria established by the management company with a goal to exclude companies that underperform in terms of sustainability.

Defensive

  • Low risk
  • Preferred term to allocate your money – at least 2 years

Intended for investors with a low risk tolerance, who are prepared to be exposed only to short-term fluctuations in the value of investments. The strategy might be intended for you if you want to invest for at least two years. However, investing for a shorter period is also possible. 

Balanced

  • Moderate risk
  • Preferred term to allocate your money – at least 3 years

Intended for investors with a medium risk tolerance. The strategy might be intended for you if you want to invest for at least three years, however investing for a shorter period is also possible.

Opportunity

  • Medium risk
  • Preferred term to allocate your money – at least 5 years

Intended for investors with a medium-high risk tolerance who are prepared to assume the risk in pursuit of long-term capital gains. The strategy might be intended for you if you want to invest for at least five years. However, investing for a shorter period is also possible.

Growth

  • Higher risk
  • Preferred term to allocate your money – at least 5 years

Intended for investors with a higher risk tolerance, who are prepared to assume the risk in pursuit of long-term capital gains. The strategy might be intended for you if you want to invest for at least five years, however investing for a shorter period is also possible. This fund has the highest risk class from the SEB Strategy Funds.

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  • We will recommend solutions based on your situation and needs

Not sure how to start? Our consultants can help.