Swedish Article 9 funds buck trend and increase total AUM in third quarter

The vast majority of Swedish funds are classified as Article 8 – but the more sustainably oriented Article 9 funds have increased AUM and delivered positive net flows, new quarterly figures show.

According to savings economist Philip Scholtzé, many Swedish savers wish to invest sustainably. | Photo: Karl Gabor / Fondbolagens Förening

by KIM WIESENER

Assets under management in Swedish sustainable investment funds continued to increase in the third quarter – but Article 9 funds still only deliver 3% of the country’s total fund assets.

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Swedish Article 9 funds buck trend and increase total AUM in third quarter

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A USD 6trn ESG headache is bleeding into fund flows

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Further reading

World's best EMD team still waiting for clients to return to Danske AM

Invesco seeing increased demand for Fixed income ETFs from Nordic investors

Nordic institutional investors still see potential in beleaguered Swedish battery producer

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Norwegians are investing record amounts in funds

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KLP excludes US construction supplier over Gaza connection

Swedish FSA fines church pension fund for failing to limit investment risks

Danish pension fund drops drilling platform investments

Expansion of Nordic team has paid off: Inflows to all core products for US manager