Allocation capital between different asset classes enables you to reduce larger fluctuations in your portfolio. Generally speaking, equities benefit from an economic upturn, while fixed income investments tend to provide better returns in a downturn. A fixed income investment therefore provides a good balance to shareholdings and thereby can contribute to a more stable portfolio performance.

XACT Obligation offers you the opportunity to add Swedish fixed income investments to your portfolio. The fund is traded in the same way you trade stock, which makes it a good fit in a traditional equity portfolio.