Bifogade filer
Monthly statistics for SaveLend's saving strategies
Kurs & Likviditet
Prenumeration
Beskrivning
| Land | Sverige |
|---|---|
| Lista | First North Stockholm |
| Sektor | Finans |
| Industri | Övriga finansiella tjänster |
Earlier this year, SaveLend Group AB's savings platform SaveLend launched saving strategies to improve the customer journey and offer a more customized saving experience in terms of risk, return, saving horizon, and liquidity. The saving strategies Balanced and Yield mean easier onboarding, fewer clicks, and simpler choices for everyone who wants to start saving. For those investors who know exactly what they want and wish to control their portfolio composition based on credit type, interest, or maturity, the option Freedom is also offered.
Since their inception, the saving strategies have delivered a stable return in line with the target return of 6.5-7.5% for Balanced och 8.0-10.0% for Yield. For the five full months the strategies have been active, Balanced has achieved an average accumulated return of 3.00% before taxes, and Yield an average accumulated return of 3.71% before taxes. The table below is based on accounts with a minimum of 2,000 SEK (the lowest level recommended from a diversification standpoint), and shows the average return per month and strategy.
| Strategy | Year | June | July | August | September | October | YTD |
| Balanced | 2023 | 0.63% | 0.52% | 0.68% | 0.60% | 0.57% | 3.00% |
| Yield | 2023 | 0.61% | 0.71% | 0.92% | 0.84% | 0.63 | 3.71% |
"During 2023, we have spent a lot of time and focus on improving the user experience on the savings platform. The saving strategies were the first step and an important cornerstone in this work. Now we are developing an entirely new onboarding flow, and soon Project Financing will be launched, giving investors the opportunity to invest directly in real estate projects and other larger credits through the savings platform. Over the past week, we introduced deposits via Swish on the platform – something that many have requested. To celebrate this, we are offering a deposit bonus of 1% on all net deposits made via Swish during the month of November," says Ludwig Pettersson, CEO of SaveLend Group.
Read more about the saving strategies here.