Change language:
Paragraphs

SEB Strategy funds 

Apply Rates of return and prices


SEB Strategy funds are suitable for long-term investing (on an average 3–5 years). When choosing the most suitable SEB Strategy fund, the decisive factors are the purpose of investing, the term and acceptable risk level.
When investing directly in stocks and fixed income, each Strategy fund follows the management company’s strictest sustainability criteria in order to exclude companies that underperform in terms of sustainability.

Learn more about different strategies

Defensive

 

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

Suitable 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 suitable for you if you want to invest for at least two years, however investing for a shorter period is also possible.

Balanced

 

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

Suitable for investors with a medium risk tolerance, who, seeking the opportunities of making profit in excess of the euro money market rates, are willing to assume an equivalent risk of loss. The strategy might be suitable for you if you want to invest for at least three years, however investing for a shorter period is also possible.

Opportunity

 

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

Suitable 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 suitable for you if you want to invest for at least five years, however investing for a shorter period is also possible.

Growth

 

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

Suitable 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 suitable for you if you want to invest for at least five years, however investing for a shorter period is also possible.

Price list

Services Fees In Internet bank/ At the Bank's branch
Monthly administration fee for SEB U class mutual funds1, 2, 3
Monthly administration commission fee includes subscription, regular subscription, redemption, switch and storage of mutual fund units:
  • Price group 3 (equity funds, as well as Strategy Growth and Strategy Opportunity funds)
0.035%
  • Price group 2 (bond, as well as Strategy Defensive and Strategy Balanced funds)
0.035%
  • Price group 1 (money market and short bond funds)
0.035%
Commission for transactions with other class SEB mutual funds3
Regular subscription of mutual fund units4 Free of charge
Redemption of SEB mutual fund unit Free of charge
Switch Free of charge
Monthly fee for storage of SEB mutual fund units, distributed by SEB bank5 0,0150%

Minimum amount for subscription and switch of SEB mutual fund units - 1.00 EUR or equivalent in another currency.

1 Regular payment orders or operations in Internet bank are possible only for those funds that are publicly distributed by SEB and indicated in SEB bank's home page.

2 Commission is calculated according to the market value of securities or face value at the end of the day, and it is set in the equivalent of EUR according to the currency exchange accounting rates set by the European Central Bank (or if necessary by the rates of the respective national central bank.

3 The maximum allowed subscription fee is indicated in prospectus regulating SEB mutual funds. In cases when maximum allowed subscription fee indicated in the prospectus exceeds the fee indicated in the pricelist, the smallest fee will be applied.

4 Subscription orders are not available.

5 Commission is calculated according to the market value of securities or face value at the end of the month, and it is set in the equivalent of EUR according to the currency exchange accounting rates set by the European Central Bank (or if necessary by the rates of the respective national central bank).

Not sure how to start?
Our consultants can help.

 

  • You can consult online via video meeting
  • Review of your financial situation
  • We will recommend solutions based on your situation and needs
     

Apply for consultation