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Past performance is not indicative of future results. The value of fund units/shares can rise as well as fall and you may not get back the amount you invested. Funds with a risk level of 5-7 according to the fund’s key information document (KID) can both decrease and increase significantly in value. Fund information, including the KID, prospectus, and sustainability-related disclosures can be found at Our Luxembourg funds.
SEB Funds AB is updating the benchmark index for SEB Fund 1 – SEB US Focus Core Fund, referred to as the Sub-Fund.
You do not need to take any action, and the value of your investment will not be affected. However, we want to ensure you are informed of this update.
The Sub-Fund currently uses an index for performance comparison and aims to outperform it, although the investment team retains the flexibility to deviate from the index. We will replace the current index, the Russell 1000 Net Return Index, with the MSCI USA Net Return Index, referred to as the New Index.
Following a review of index providers, the management company has decided to change the index. This change maintains the objective of providing a representative and appropriate benchmark for the Sub-Fund.
Some portfolio adjustments may be made to align with the New Index. However, no significant reallocations are expected, and any changes will be limited relative to the overall portfolio. As the Sub-Fund is actively managed, the investment team will continue to apply its discretion and is not required to replicate the index. The changes are expected to involve highly liquid securities, and transaction costs should have no expected material impact on your investment.
The new benchmark will take effect from 1 September 2025. This update will not affect the investment objective, strategy, fees, or risk profile of the Sub-Fund.
If you wish to redeem your units before the change, you may do so free of charge before the cut-off time on 29 August 2025. As always, there are no fees for buying or selling units in the Sub-Fund. Please note that redemptions may be subject to tax. We recommend consulting your financial adviser.