At the turn of the year, Strivo will launch an updated fund list featuring over 130 commission-free funds. The funds on the fund list are traded at net prices, just like all other investments offered within Strivo's custody services.
During the fall, Strivo conducted a comprehensive review of all funds and fund companies on the fund list. The selection criteria are numerous, but performance, demand, diversity of offerings, and sustainability are key factors that were considered.
As part of the review, some funds were removed from the fund list. This has made room for the addition of more exciting new funds in 2023, based on the demands of customers and partners.
A common theme among many of the new funds added to the fund list is their strong focus on environmental and sustainability issues. Strivo's goal is to ensure that its sustainability efforts are clearly reflected in the investment options offered to account holders.
As before, clients can use direct debit from an external bank account to make monthly contributions to all daily-traded funds on the fund list. Surplus liquidity in the account can also be used for monthly savings—an excellent way to activate capital and let the funds in the account work for the client. The minimum amount for monthly savings remains 200 SEK per fund per month.
In addition to the funds on the fund list, Strivo offers trading in around a thousand other net-traded funds with fixed commissions.
Primrose Partners AB founds Primrose Institutional Clients together with Magnus Gustafsson, Fredrik Sandén and Fredrik Svedebäck. Primrose Institutional Clients aims at assisting tier 2 and tier 3 professional clients with a state-of-the-art institutional product offering.
The financial industry is male-dominated, especially in the area where SVP operates—financial advisory services. This is something SVP aims to change!
For the second quarter of the year, Strivo's account holders received a rebate of fund commissions totaling 15.9 million SEK.