Changes in Investment Policy of Swedbank’s Pension Investment Plan Stabilitāte

Starting from 12 April 2023, Swedbank’s Pension Investment Plan Stabilitāte will be allowed to invest up to 25% of the plan’s assets in equity securities (e.g. company shares) in addition to investing in fixed-income financial instruments (e.g. corporate bonds).

The objective of the plan is to achieve growth in the value of contributions to the investment plan with as little fluctuation as possible. In our view, investing in bonds combined with a small proportion equity holdings will allow to successfully balance risks and increase the yield potential. The plan is aimed mainly at participants approaching retirement age, with the recommended investment horizon of 5 years.

As in other pension and investment plans managed by Swedbank, sustainability factors will continue to be taken into account when making investments.