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

Suitable for investors with 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.

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