Return per strategy
See below the average rolling 12-month return for our savings strategies. Reported returns are net of credit losses and fees, and before tax.
Returns are calculated on a compound basis and apply to portfolios with a minimum of SEK 2,000 for Balanced and SEK 10,000 for Yield, the lowest level recommended from a diversification perspective. See monthly returns and exposure under each respective strategy.
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Balanced - returns and exposure
The average rolling 12-month return is 6.93% – net of credit losses and fees, and before tax. Since the savings strategy was launched in June 2023, the cumulative average return has amounted to 23.17%. The strategy has had no months with negative returns.
Yield - returns and exposure
The average rolling 12-month return is 7.78% – net of credit losses and fees, and before tax. Since the savings strategy was launched in June 2023, the cumulative average return has amounted to 26.86%. The strategy has had no months with negative returns.
