Taaleri Allocation 50 available on PPM in Sweden

Taaleri Allocation 50, the open ended Ucits fund that invests exclusively in ETFs, has been registered by Swedbank Management Company S.A. for distribution through the PPM platform operated by the Swedish Pensions Agency for long term savers to self select funds.

The Allocation 50 fund sits as a subfund in the Luxembourg domiciled Taaleri Sicav. It uses an active approach to determine strategic and tactical allocation, resulting in allocation split equally between equities and fixed income. The benchmark consists of the MSCI World All Country Total Return (50%), the iBOXX Eurozone Sovereign Total Return (45%) and the Eonia Total Return (5%).

The most recent portfolio breakdown, as per data to the end of December 2015, included:

NameCountry% of Assets
db x-trackers II iBoxx SovEuZ Yld+1CLuxembourg14.54
iShares Euro High Yield Corporate BondIreland12.61
iShares Core S&P 500Ireland10.63
Source MarketsIreland8.36
Amundi ETF Euro Stoxx 50 EUR CFrance8.27
db x-trackers SMI (DR) 1CLuxembourg5.26
db x-trackers DAX (DR) 1CLuxembourg5.09
Lyxor ETF Stoxx Europe 600 Const&Mat …France4.68
iShares S&P 500 Health Care SectIreland4.48
PIMCO ST HY Corp Bd Source ETF USD AccIreland4.44

(Source: Taaleritehdas)


Jonathan Boyd
Editorial Director of Open Door Media Publishing Ltd, and Editor of InvestmentEurope. Jonathan has over two decades of media experience in Japan, Australia, Canada and the UK. Over the past 17 years he has been based in London writing about funds and investments. From editing the newsletter of the Swedish Chamber of Commerce in Japan in the 1990s he now focuses on Nordic markets for InvestmentEurope. Jonathan was awarded Editor of the Year at the Professional Publishers Association (PPA) Independent Publisher Awards 2017. Shortlisted for the same in 2016, he was also shortlisted in 2017 and 2015 for the broader PPA Awards category Editor of the Year (Business Media).

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