Corporate Finance

Equity Research

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Markus Augustsson

Head of Equity Research

Telephone: +46 (0)76-235 03 20



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Caroline Berglund

Strategic Business Manager

Telephone: +46 (0)73-382 10 82



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Bengt Furberg

Medical Expert

Aktieinvest Fonder

Cicero Fonder acquires Aktieinvest Fonder

8 Nov 2018

The Swedish fund company Cicero Fonder acquires the fund company Aktieinvest Fonder (“Aktieinvest”, “the Company”) from the Swedish Shareholders’ Association (“Aktiespararna”). Aktieinvest currently manages two equity funds: Aktieinvest Topp Sverige (launched in 1999 and tracks OMXS30) and Aktieinvest Direktavkastning (launched in 2016 and tracks SIXDIV15SWGI). The Company has approximately three billion SEK in assets under management and three employees. In connection with the transaction a strategic cooperation agreement was signed between Aktiespararna and Cicero that will give (among other things) lower fund charges for members of Aktiespararna.

Jarl Securities acted as sole financial advisor to Aktiespararna. The transaction is subject to the approval of the Swedish Financial Supervisory Authority (Sw: Finansinspektionen) and expects to close by the end of the year.