Monthly Statistics for SaveLend's Savings Strategies in February
Prenumeration
Beskrivning
| Land | Sverige |
|---|---|
| Lista | First North Stockholm |
| Sektor | Finans |
| Industri | Övriga finansiella tjänster |
SaveLend Group AB's savings platform, SaveLend, launched savings strategies in May 2023 to improve the customer journey and offer more customized saving options in terms of risk, return, investment horizon, and liquidity. The strategies, named Balanced and Yield, enable easier onboarding, fewer clicks, and simpler choices for anyone wanting to start saving. For investors who know exactly what they want and prefer to manage their portfolio composition based on credit type, interest, or maturity, the options Freedom and Project Finance are also available.
Since their inception, the savings strategies have delivered stable returns. In the nine full months that the strategies have been active, Balanced has achieved an average accumulated net return before tax of 5.31%, and Yield an average accumulated net return before tax of 6.14%. The table below shows the average return per month and strategy, based on depots with a minimum of 2,000 SEK (the lowest level recommended for diversification purposes).
| Strategy | Year | Jun. | Jul. | Aug. | Sep. | Oct. | Nov. | Dec. | Jan. | Feb. | Since start |
| Balanserad | 2023-2024 | 0.63% | 0.52% | 0.68% | 0.60% | 0.57% | 0.55% | 0.52% | 0.66% | 0.58% | 5.31% |
| Yield | 2023-2024 | 0.61% | 0.71% | 0.92% | 0.84% | 0.63% | 0.49% | 0.58% | 0.67% | 0.69% | 6.14% |
Read more about the savings strategies here.