Fondmarknaden

What’s hot? The big four Swedish banks, Robur, Nordea, SEB and Svenska Handelsbanken, and Didner & Gerge; East Capital; Carnegie. A few large international names: Fidelity, Franklin Templeton; JP Morgan; Pictet. What’s not? Newcomers without a brand recognised in Sweden, for example French players CDC and Société Générale. Best selling fund Q3 2001: Didner & Gerge Sverige (Swedish equities). What makes a customer pick a fund? A familiar brand, performance, a good rating and price. Some foreigners come in with high front end fees which makes them hard to sell in the competitive Swedish market. Are customers baffled by the range of funds available in a supermarket? Not really. Mostly, people welcome it but it is important to offer advice. There are two sorts of customer: those who know the markets well, are independent and do it all themselves, and a large number who need advice. What do you provide to help? Online information on funds, email contact. But the real focus is on personal contact. Most people will want to call someone.