As of March 2021, funds are to be classified according to the EU sustainable finance disclosure regulation. According to the rules funds that promote environmental or social conditions are to be classified as article 8 (”light green”). Funds with sustainable investments as its objective are to be classified as article 9 (”dark green”).
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Scope of the statistics
The figures are collected on a quarterly basis and show fund savings in Sweden for funds marketed in Sweden by fund companies that are members of the Swedish Investment Fund Association. For premium pension savings this is complemented by non-members. Both Sweden- and foreign-domiciled funds are included. The statistics show fund sales in Sweden, while sales abroad are excluded. The figures show net sales, assets and number of funds divided on fund type and the following categories:
Funds with sustainable investment as its objective (dark green):
Funds that are SFDR article 9-funds according to the fund company.
Funds that promote environmental or social characteristics (light green):
Funds that are SFDR article 8-funds according to the fund company.
Other funds:
Funds that are neither dark green nor light green.
(A fund can only belong to one category.)