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Investment funds

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  • Transactions with Swedbank Savings and Robur funds are free for you regardless of the amount. Holding them in portfolio is also free.
  • You save time because our experts make analyses and investment decisions for you.
  • By investing in Swedbank Robur funds, which is one of the largest asset managers in Scandinavia, you also contribute to the development of society and the environment.
  • Transactions with investment funds do not require the LEI code.

Which investment fund to choose?

Take this simple quiz and easily filter the Swedbank Robur funds.

1

Where would you like the fund to invest?

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2

Choose fund risk level

Choose the region you would like fund to invest in

Choose the sector or theme you would like fund to invest in

Lower risk - typically lower rewards, higher risk - typically higher rewards.

2 / 2

Currently there are no Swedbank Robur funds available with high risk indicator.
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Based on your answers, you might consider:

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*Important notice about calculator
Purpose of the calculator is to illustrate the return from the investment in a particular time period. Calculator value limits do not refer to maximum or minimum returns in chosen period. Return displayed in the calculator is not guaranteed nor based on real market returns. Fees have not been taken into account. Investing entails risks. Value of any investment may increase or decrease in time. Historic returns do not guarantee similar results in the future. Read more about equity markets average gross return.

How can business benefit from investing in funds?

Accumulated spare money which is not invested directly in the business operations does not generate any profit. When your savings grow, with interest or return, you start making money on both: your original saved amount and the actual interest/return. This is called compound effect and it’s very likely to help your savings to grow exponentially in long term.
Enter the amount of regular contributions for the payment frequency selected.
You can select monthly, weekly or quarterly for your regular contributions to the regular investments.
Enter the amount of your lump-sum investment.
Selected earning rate is used for calculations of the estimated results. Earning rates for this contract are not guaranteed and future cannot be predicted. In order to see the impact of different earning rates to your savings you can enter different rates and calculate the results with more positive and negative scenarios.
0 %
-15 %15 %
Enter the period in years – for how long you plan to save or invest.
10 years
2 years60 years
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Chart

Chart with 2 data series.
The chart has 1 X axis displaying values. Data ranges from 2026 to 2035.
The chart has 1 Y axis displaying EUR. Data ranges from 100 to 100.
End of interactive chart.
  • 6 000 
  • 0 
  • 6 000 
What is compound effect?
If you save 10 000 EUR and return is 10%, the capital will increase with 1000 EUR. If return is 10% even net year, the capital will increase with 1100 EUR since now you had 10 000 EUR of your own savings and 1000 EUR from the return of the first year. In the long run, the compounded-effect can make a big difference.

Important notice about calculator
Purpose of the calculator is to illustrate the return from the investment in a particular time period. Calculator value limits do not refer to maximum or minimum returns in chosen period. Return displayed in the calculator is not guaranteed nor based on real market returns. Fees have not been taken into account. Investing entails risks. Value of any investment may increase or decrease in time. Historic returns do not guarantee similar results in the future.

The average equity markets return indicated in the calculator is the return of MSCI World from 07.10.2002 to 20.09.2023, rounded to the closest percentage point. MSCI World index is one of the most known broad-based indices in the world; it is composed on roughly 1500 large- and mid-cap companies of 23 developed countries. The average return of MSCI World index for any other period may be different. MSCI World is an equity index, so if your desired product or whole portfolio has less than 100% of equity risk, you should use a proportionally lower rate of return in the calculator for illustrative calculations. Furthermore, since MSCI World is calculated in US dollars, then fluctuation of currency rates may impact the rate of return earned in your base currency.

If you save 10 000 EUR and return is 10%, the capital will increase with 1000 EUR. If return is 10% even net year, the capital will increase with 1100 EUR since now you had 10 000 EUR of your own savings and 1000 EUR from the return of the first year. In the long run, the compounded-effect can make a big difference.

Why to invest in funds?

  • Investing in funds allows earning higher yield as compared to keeping money in the company’s current account
    Please be aware that investing entails risk. The value of fund investments may increase or decrease over time. The historic yield does not guarantee similar performance in the future.
  • Swedbank funds are managed by professional investment managers
  • Transactions with Swedbank funds and safekeeping are free of charge
  • Investing into funds gives a possibility to minimize the issuer risk, as investments are done in many different companies
  • Take care of environmentally-friendly future by investing in sustainable funds
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How to start?

Difficult to choose?

Click here and we will guide you!
 
CompareShow all

Swedbank Robur Investment Funds

1 day
1 month
3 months
6 months
YTD
Fund name Currency Date NAV
Short term returns
  1 day 1 month 3 months 6 months YTD
 
Swedbank Savings Fund 30 EUR 31.03.2025 10.1947 -0.44% -3.09% -2.68% -1.07% -2.28%
Swedbank Savings Fund 60 EUR 31.03.2025 10.6511 -0.93% -5.13% -5.15% -2.82% -4.39%
Swedbank Savings Fund 100 EUR 31.03.2025 11.2397 -1.54% -7.89% -8.47% -5.17% -7.27%
Swedbank Robur Access Edge Global EUR 31.03.2025 14.4589 -1.42% -8.08% -8.73% -2.43% -7.44%
Swedbank Robur Access Edge USA EUR 31.03.2025 14.9229 -1.29% -9.79% -12.65% -3.60% -11.08%
Swedbank Robur Access Edge Europe EUR 31.03.2025 14.1966 -1.28% -3.96% 5.68% 0.88% 6.19%
Swedbank Robur Access Edge Emerging Markets EUR 31.03.2025 9.2376 -1.55% -3.71% -1.53% -3.23% -1.42%
Swedbank Robur Access Edge Japan EUR 31.03.2025 11.0235 -3.21% -4.04% -3.46% -3.59% -3.48%
Swedbank Robur Access Asien (Asia) EUR 31.03.2025 9.1327 -1.65% -3.50% -2.59% -3.29% -2.47%
Swedbank Robur Access Edge Sweden EUR 31.03.2025 11.1321 -1.51% -5.80% 4.67% -3.41% 5.31%
Swedbank Robur Global Impact EUR 31.03.2025 11.7857 -1.35% -7.65% -8.04% -6.56% -6.78%
Swedbank Robur Global High Dividend EUR 31.03.2025 14.7480 -0.83% -5.44% -1.74% -1.00% -0.95%
Swedbank Robur Technology EUR 31.03.2025 15.8903 -2.57% -13.46% -20.03% -9.03% -18.73%
Swedbank Robur Healthcare EUR 31.03.2025 12.6850 -0.51% -6.36% -1.84% -7.13% -0.49%
Swedbank Robur Fastighet (Real Estate) EUR 31.03.2025 10.8826 0.10% -6.89% -3.35% -7.87% -2.29%
Swedbank Robur Corporate Bond Europe EUR 31.03.2025 9.7660 -0.07% -1.18% 0.07% 0.97% 0.02%
Swedbank Robur Corporate Bond Europe High Yield EUR 31.03.2025 11.0455 -0.25% -0.99% 0.50% 2.83% 0.49%
Swedbank Robur Corporate Bond Nordic EUR 31.03.2025 11.2904 0.00% 0.12% 1.28% 2.58% 1.26%
Swedbank Robur Emerging Europe EUR 31.03.2025 16.2024 -1.92% -1.12% 7.13% 10.67% 7.47%

Swedbank Investment Funds

1 day
1 month
3 months
6 months
YTD
Fund name Currency Date NAV
Short term returns
  1 day 1 month 3 months 6 months YTD
 
Swedbank Russian Equity Fund - E-unit (in liquidation) EUR 05.09.2024 6.1912 -55.39% -55.39% -55.39% -55.39% -55.39%

Franklin Templeton Investment Funds

1 day
1 month
3 months
6 months
YTD
Fund name Currency Date NAV
Short term returns
  1 day 1 month 3 months 6 months YTD
 
Templeton Global Bond (Euro) Fund EUR 31.03.2025 12.67 0.16% -0.63% 2.10% -3.13% 1.77%
Templeton Frontier Markets Fund EUR 31.03.2025 32.12 -0.46% -3.51% -2.58% 1.55% -3.19%
Templeton European Opportunities Fund EUR 31.03.2025 15.00 -0.92% -4.64% 1.15% -5.18% 0.94%
Templeton Latin America Fund A (acc) USD 31.03.2025 59.89 -0.93% 5.96% 13.28% -3.00% 13.58%
Franklin India Fund A (acc) EUR 31.03.2025 73.37 0.36% 1.49% -10.40% -9.36% -10.37%
Templeton China Fund (acc) USD 31.03.2025 22.53 -0.18% 1.99% 13.33% 9.37% 14.13%
Templeton Global Fund USD 31.03.2025 44.69 -0.18% -4.37% -2.81% -6.33% -1.72%
Franklin Biotechnology Discovery Fund A (acc) USD 31.03.2025 37.45 -2.80% -6.05% -5.33% -14.77% -4.59%
Franklin Technology Fund A (acc) EUR 31.03.2025 40.71 -0.63% -14.42% -18.71% -5.81% -17.44%
Franklin Natural Resources A (acc) EUR 31.03.2025 7.86 0.51% -2.00% 2.48% 2.88% 0.90%
Templeton Global Total Return Fund (A Acc) EUR 31.03.2025 22.23 0.32% -3.31% 0.86% -4.43% 0.18%
Templeton Global Balanced Fund (A Acc) EUR 31.03.2025 35.72 0.08% -4.87% -0.03% 2.09% -0.20%
Templeton Asian Growth A (acc) EUR 31.03.2025 35.17 -0.11% -2.01% -2.60% -3.49% -2.47%
Templeton Emerging Markets Smaller Companies Fund A (acc) EUR 31.03.2025 19.61 -0.91% -3.21% -5.72% -4.94% -6.66%
Franklin Euro High Yield Fund EUR 31.03.2025 22.04 -0.18% -0.90% 0.59% 2.13% 0.55%
Franklin Mutual U.S. Value Fund USD 31.03.2025 113.35 0.68% -2.66% 1.36% -0.03% 1.78%
Franklin Mutual European Fund EUR 31.03.2025 35.67 -1.03% -2.22% 10.50% 6.41% 9.89%
Templeton Asian Growth Fund USD 31.03.2025 38.08 -0.24% 2.12% 1.01% -6.53% 1.79%
Templeton BRIC Fund A-EUR EUR 31.03.2025 24.86 -0.24% -2.32% 5.56% 7.25% 5.92%
Templeton Eastern Europe Fund EUR 31.03.2025 16.35 -1.74% -0.37% 8.64% 10.18% 9.66%
Templeton Emerging Markets Fund USD 31.03.2025 49.09 -0.39% 0.59% 5.37% -2.72% 6.60%
Fund order

About Swedbank Robur funds

  • Swedbank Robur is one of the largest Scandinavian asset management companies which has been active since 1967.
  • You can choose investment fund solutions covering most of the major regions of the world, sectors and asset classes.
  • The key objective of Swedbank Robur is to make sustainable investments.

Principles of sustainable investments

  • Generating a healthy long-term return and encouraging positive development of the environment and the society.
  • Exerting influence on companies to continuously improve in terms of environmental impact and climate change.
  • Refraining from investing in industries that do not support the basic principles of sustainability.

Check the list of Robur funds:

Savings Fund 30

The strategy that aims to protect against inflation by investing around 30% in equity funds and 70% in fixed-income funds.

  • Risk indicator: 3 out of 7
Read more

Savings Fund 60

The strategy that aims to exceed inflation by investing around 60% in equity funds and 40% in fixed-income funds.

  • Risk indicator: 3 out of 7
Read more

Savings Fund 100

The strategy that aims for maximum growth by investing up to 100% in equity funds.

  • Risk indicator: 4 out of 7
Read more

Asia

Investments in various industries in Asia excluding Japan.

  • Risk indicator: 4 out of 7
Read more

Emerging markets

Investments globally in the emerging markets countries like Brazil, China, India.

  • Risk indicator: 4 out of 7
Read more

Japan

Investments in Japan - 2nd largest developed economy in the world.

  • Risk indicator: 4 out of 7
Read more

USA

Investments in USA – the world’s largest economy.

  • Risk indicator: 5 out of 7
Read more

Global

Investments in companies globally in various industries.

  • Risk indicator: 4 out of 7
Read more

Europe

Investments in Europe - one of the wealthiest regions of the world.

  • Risk indicator: 4 out of 7
Read more

Sweden

Investments in Sweden - one of the most competitive economies in the world.

  • Risk indicator: 5 out of 7
Read more

Emerging Europe

Investing in emerging European markets like The Balkans, Baltics, Kazakhstan, Poland, Czech Republic and Turkey.

  • Risk indicator: 6 out of 7
Read more

Real estate

Investments in real estate related companies globally.

  • Risk indicator: 4 out of 7
Read more

Technology companies

Investments in technology companies globally, primarily in companies in the IT sector.

  • Risk indicator: 5 out of 7
Read more

Medical companies

Investments in companies globally that are active in the healthcare industry.

  • Risk indicator: 4 out of 7
Read more

High dividend payers

Investments in companies globally that can be expected to provide a high dividend yield.

  • Risk indicator: 4 out of 7
Read more

Global impact (sustainable)

Investments in companies globally that contribute to meeting the 17 global sustainable development goals of the United Nations.

  • Risk indicator: 4 out of 7
Read more

European corporate bonds

Investments in high quality European companies debt securities.

  • Risk indicator: 2 out of 7
Read more

European corporate high yield bonds

Investments in lower quality European companies debt securities with higher return potential.

  • Risk indicator: 3 out of 7
Read more

Nordic corporate bonds

Investments in corporate bonds with high credit quality issued by Nordic companies.

  • Risk indicator: 2 out of 7
Read more

Sustainable Finance – the EU Sustainable Finance Action Plan: Through new EU action plans and legal requirements, sustainability will become a regulated area for the financial industry. In March 2018, the European Commission launched an action plan to finance sustainable growth with three main objectives: 1) shift capital flows towards sustainable investments in order to achieve sustainable and inclusive growth; 2) address financial risks arising from climate change, environmental degradation and social issues; 3) increase transparency and improve reporting and promote transparency and long-term sustainability in economic activities.

The Disclosure Regulation means that new requirements will be imposed on the disclosure of sustainability-related information. The purpose of the Regulation is to (1) harmonize requirements for sustainability-related information within the EU; 2) increase transparency and clarity regarding sustainability-related information; 3) increase the attractiveness of sustainable investments.

  • Light Green – the fund promotes environmental and/or social characteristics.
  • Dark Green – the fund has sustainable investments as its goal.
  • Other – the fund is not classified as Light Green or Dark Green.

In case of Fund investments, the investors themselves are liable for any applicable taxes according to the Corporate Income Tax Law.

  • Further information on payable and paid charges is available from the Bank.
  • If the Bank is obliged to pay taxes, fees, interest, penalties or incur other costs (that are not covered in the Bank’s price list below) for the provision of securities safekeeping and transaction services to the Client, the Bank shall have the right to debit such amounts from the Client’s Current Account without Client consent.

Trading of equities, bonds and Exchange Traded Fund (ETF) shares
  • Percentage based trading fees calculated from trade amount, in certain cases transaction fee will be added.
  • Trading fee is charged in trading currency based on the Bank’s exchange rates.
  • Trading via brokerage is subject to the Master Agreement for Financial Transactions. Information on the agreement is available from the Bank.
  • Trading orders transmitted to the Bank can be cancelled until executed.
  • In case the order is not executed in full during a single trading day, the trading fee (including minimum trading fee) for partial order execution is charged in full for each trading day when part of the order is executed.
  • On certain markets, minimum transaction amounts may apply.
  • A stamp duty of 0,5% of transaction amount on buying UK securities and 1% on buying Irish securities is added to the transaction charges. In certain events, a higher rate (1,5%), a bonus rate or tax exemption may apply for UK securities.
  • If purchase transactions are subject to FTT according to local market regulations (e.g. France, Italy, Spain), such tax is added to the transaction charges.
  • Exchange traded funds (ETFs) are treated as shares.
  • Trading via Swedbank brokerage on other markets is subject to prior agreement with the Bank.

 
Shares and ETF-s Securities account in internet bank
Estonia, Latvia, Lithuania Free of charge
Sweden, Finland, Denmark, Norway, USA, Germany, UK, Canada, Netherlands, France, Belgium, Ireland, Italy, Portugal, Spain, Switzwerland, Austria, Poland, Hungary, Czech 0,14%, min 9,90 €
Russia 0,30%, min 125 €
Shares and ETF-s Branch office Via brokerage
Shares and ETF-s
Estonia
Branch office
0,2%, min 50 €
Via brokerage
0,2%, min 50 €
Shares and ETF-s
Latvia
Branch office
0,2%, min 50 €
Via brokerage
0,2%, min 50 €
Shares and ETF-s
Lithuania
Branch office
0,2%, min 50 €
Via brokerage
0,2%, min 50 €
Shares and ETF-s
Sweden
Branch office
0,2%, min 50 €
Via brokerage
0,2%, min 500 SEK
Shares and ETF-s
Finland
Branch office
0,2%, min 50 €
Via brokerage
0,2%, min 50 €
Shares and ETF-s
Denmark
Branch office
0,2%, min 50 €
Via brokerage
0,2%, min 400 DKK
Shares and ETF-s
Norway
Branch office
0,2%, min 50 €
Via brokerage
0,2%, min 400 NOK
Shares and ETF-s
USA
Branch office
0,2%, min 50 €
Via brokerage
0,2%, min 50 USD
Shares and ETF-s
Germany
Branch office
0,2%, min 50 €
Via brokerage
0,2%, min 50 €
Shares and ETF-s
UK (London SE)
Branch office
0,2%, min 50 €
Via brokerage
0,2%, min 50 GBP
Shares and ETF-s
UK London International (Russian and other GDRs)
Branch office
0,2%, min 50 €
Via brokerage
0,2%, min 50 USD
Shares and ETF-s
Canada
Branch office
0,2%, min 50 €
Via brokerage
0,2%, min 50 CAD
Shares and ETF-s
Netherlands
Branch office
0,2%, min 50 €
Via brokerage
0,2%, min 50 €
Shares and ETF-s
France
Branch office
0,2%, min 50 €
Via brokerage
0,2%, min 50 €
Shares and ETF-s
Belgium
Branch office
0,2%, min 50 €
Via brokerage
0,2%, min 50 €
Shares and ETF-s
Ireland
Branch office
0,2%, min 50 €
Via brokerage
0,2%, min 50 €
Shares and ETF-s
Italy
Branch office
0,2%, min 50 €
Via brokerage
0,2%, min 50 €
Shares and ETF-s
Portugal
Branch office
0,2%, min 50 €
Via brokerage
0,2%, min 50 €
Shares and ETF-s
Spain
Branch office
0,2%, min 50 €
Via brokerage
0,2%, min 50 €
Shares and ETF-s
Switzerland
Branch office
0,2%, min 50 €
Via brokerage
0,2%, min 50 CHF
Shares and ETF-s
Austria
Branch office
0,25%, min 50 €
Via brokerage
0,25%, min 50 €
Shares and ETF-s
Poland
Branch office
0,25%, min 50 €
Via brokerage
0,25%, min 200 PLN
Shares and ETF-s
Hungary
Branch office
0,25%, min 50 €
Via brokerage
0,25%, min 15000 HUF
Shares and ETF-s
Czech
Branch office
0,25%, min 50 €
Via brokerage
0,25%, min 1300 CZK
Shares and ETF-s
Russia
Branch office
0,3%, min 150 €
Via brokerage
0,3%, min 150 USD
Shares and ETF-s
Bulgaria
Branch office
0,6%, min 50 €
Via brokerage
0,6%, min 150 BGN
Shares and ETF-s Branch office Via brokerage
Shares and ETF-s
Estonia, Latvia, Lithuania
Branch office
0,2%, min 50 €
Via brokerage
0,2%, min 50 €
Shares and ETF-s
Norway
Branch office
0,2%, min 50 €
Via brokerage
0,2%, min 400 NOK
Shares and ETF-s
Sweden
Branch office
0,2%, min 50 €
Via brokerage
0,2%, min 500 SEK
Shares and ETF-s
Finland
Branch office
0,2%, min 50 €
Via brokerage
0,2%, min 50 €
Shares and ETF-s
Denmark
Branch office
0,2%, min 50 €
Via brokerage
0,2%, min 400 DKK
Shares and ETF-s
Belgium, Spain, Netherlands, Ireland, Italy, France, Portugal, Germany
Branch office
0,2%, min 50 €
Via brokerage
0,2%, min 50 €
Shares and ETF-s
Switzerland
Branch office
0,2%, min 50 €
Via brokerage
0,2%, min 50 CHF
Shares and ETF-s
Austria
Branch office
0,25%, min 50 €
Via brokerage
0,25%, min 50 €
Shares and ETF-s
Poland
Branch office
0,25%, min 50 €
Via brokerage
0,25%, min 200 PLN
Shares and ETF-s
Hungary
Branch office
0,25%, min 50 €
Via brokerage
0,25%, min 15000 HUF
Shares and ETF-s
Czech
Branch office
0,25%, min 50 €
Via brokerage
0,25%, min 1300 CZK
Shares and ETF-s
Bulgaria
Branch office
0,6%, min 50 €
Via brokerage
0,6%, min 150 BGN
Shares and ETF-s
Canada
Branch office
0,2%, min 50 €
Via brokerage
0,2%, min 50 CAD
Shares and ETF-s
UK (London International)
Branch office
0,2%, min 50 €
Via brokerage
0,2%, min 50 USD
Shares and ETF-s
UK (London SE)
Branch office
0,2%, min 50 €
Via brokerage
0,2%, min 50 GBP
Shares and ETF-s
USA
Branch office
0,2%, min 50 €
Via brokerage
0,2%, min 50 USD
Bonds Internet bank Branch office Via brokerage
Estonia 0,2%, min 3 € - 0,2%, min 50 €
Latvia 0,2%, min 3 € - 0,2%, min 50 €
Lithuania 0,2%, min 3 € - 0,2%, min 50 €
trading in bonds in all other applicable markets via Swedbank brokerage - - 0,5%, min 50 €
transaction fee (all instruments) Included in trading fee Included in trading fee 3€ Baltic markets
4€ other markets
Bonds Internet bank Via brokerage
Bonds
Estonia, Latvia, Lithuania
Internet bank
0,2%, min 3 €
Via brokerage
0,2%, min 50 €
Bonds
Trading in bonds in all other applicable markets via Swedbank brokerage
Internet bank
-
Via brokerage
0,5%, min 50 €
Bonds
Transaction fee (all instruments)
Internet bank
Included in trading fee
Via brokerage
3€ Baltic markets
4€ other markets

Transactions with investment fund units
  • Percentage based fees calculated from trade amount.
  • Fund orders submitted to the Bank cannot be cancelled.
  • Fund switch subject to the conditions specified in the fund terms, fee charged only on sell transaction.
  • Foreign fund transaction fee includes standard settlement fees charged by the Bank’s Custodians.
  • Other Estonian funds – subscription and redemption fee may be added subject to fund terms.

 
  Subscription Regular investment Redemption Switch
 
Swedbank Group funds
Subscription
Free of charge
Regular investment
Free of charge
Redemption
Free of charge
Switch
Free of charge
 SubscriptionRegular investmentRedemptionSwitch
Other foreign fixed income funds
 
Franklin Templeton funds
Subscription
0,5% + 7 €
Regular investment
0,5%, min 0,75 €
Redemption
7 €
Switch
7 €
 
funds managed by other management companies
Subscription
0,5% + 21 €
Regular investment
-
Redemption
21 €
Switch
21 €
 SubscriptionRegular investmentRedemptionSwitch
Other foreign equity and mixed funds
 
Franklin Templeton funds
Subscription
1% + 7 €
Regular investment
1%, min 0,75 €
Redemption
1% + 7 €
Switch
7 €
 
funds managed by other management companies
Subscription
1% + 21 €
Regular investment
-
Redemption
1% + 21 €
Switch
21 €
 
Other Estonian funds
Subscription
1,5 €
Regular investment
0,75 €
Redemption
5 €
Switch
5 €
Other transactions with Estonian securities and fund units
Fees charged from both parties of the transaction.
free of payment transaction 4,8 €
against payment transaction 3,2 €
pledge registration / amendment / appropriation 15 €
transfer of pledged securities 30 €
pledge release Free of charge

Other transactions with foreign securities and foreign funds
  • Fees charged from both parties of the transaction.
  • Bank internal transactions are transactions between the securities accounts of the Bank’s clients.
  • Transaction fee includes standard settlement fees charged by the Bank’s Custodians.

 
Bank internal transactions 6 €
Bank external transaction
Latvia, Lithuania 10 €
Belgium, Canada, Denmark, Eurobond, Finland, France, Germany, Ireland, Netherlands, Norway, Sweden, UK, USA 15 €
Austria, Czech Republic, Hungary, Italy, Poland, Portugal, Spain, Switzerland 25 €
Bulgaria, Russia 45 €
foreign funds 45 €
Other transaction fees
Cancellation is allowed if instruction is not yet processed by the Bank.
transaction cancellation Transaction fee
other transactions based on bailiff’s instructions Transaction fee
subscription to a new issue / Participating in an offer Transaction fee

Monthly Securities Safekeeping Fees
  • Safekeeping fees are subject to VAT. VAT exemption applies if client safekeeps only units or shares of investment funds specified in the Investment Funds Act or investment/ exchange traded funds of the EEA member state.
  • Safekeeping fee is calculated based on the portfolio value on the last date of the calendar month. Securities are priced according to month end prices of the Bank’s local agents, market price or nominal value. Bonds are priced at nominal value. Fees are debited on the 20th or later date of the following month from the Client’s current account linked to the securities account.
  • ETF safekeeping fee equals to the safekeeping fee of its trading country.
  • Estonian investment funds units safekeeping fee equals to the safekeeping fee of Estonian securities.
  • Safekeeping of Depositary Receipts (ADR, GDR) is subject to the respective DR Agent’s fees in addition to safekeeping fee.
  • Safekeeping on other countries is subject to prior agreement with the Bank.
  • Other investments: Austria, Belgium, Canada, Denmark, Finland, France, Germany, Ireland, Italy, Netherlands, Norway, Portugal, Spain, Sweden, Switzerland, UK, USA, Depositary Receipts, Poland, Czech, Hungary, Bulgaria, Russia, foreign funds.

 
Swedbank Group funds Free of charge
Estonia, Latvia, Lithuania Free of charge
Other investments, equities, bonds
Up to 100 000 € Free of charge
From the value above 100 000 € 0,008%
Safekeeping of Depositary Receipts (ADR, GDR) is subject to the respective DR Agent’s fees in addition to safekeeping fee.

Other Services
  • Fees for other services are subject to VAT.
  • Tax relief at source / tax reclaim and general meeting services are subject to availability on each specific market.
  • Maintenance fee is charged in addition to monthly securities safekeeping fee.
  • Maintenance fee is charged in addition to monthly securities safekeeping fee. Actual cost amount depends on the costs of service on each specific market.
  • Tax reclaim fee will be debited as soon as the tax reclaim application is submitted by the client. The fee will be debited from clients cash Account which is linked to securities account. The fee will not be refunded in case the application is denied by third parties.

Participation in general shareholder’s meeting subject to prior agreement
Tax reclaim subject to prior agreement
Tax relief at source subject to prior agreement
Mandatory corporate actions free of charge
Participation through the bank / representing a client at a general meeting 120 € + actual costs
Processing of electronic voting instructions at general meeting 50 € + actual costs
Other corporate action subject to prior agreement
Tax reclaim 60 € + actual costs
Tax relief at source free of charge

If you have any further questions, don’t hesitate to sign up for a consultation at a time convenient for you.

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