Bifogade filer
Monthly Statistics for SaveLend's Savings Strategies in May
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 last year 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.
The savings strategies have delivered stable returns since their inception. During the first year of their activity, the Balanced strategy achieved an average accumulated net return before tax of 7.12%, while the Yield strategy achieved 8.10%. The table below shows the average monthly return for each strategy, based on accounts with a minimum of 2,000 SEK (which is the lowest recommended level for diversification purposes).
| Strategy | Jun. 2023 | Jul. 2023 | Aug. 2023 | Sep. 2023 | Oct. 2023 | Nov. 2023 | Dec. 2023 | Jan. 2024 | Feb. 2024 | Mar. 2024 | Apr. 2024 | May 2024 | 12 mos. |
| Balanced | 0.63% | 0.52% | 0.68% | 0.60% | 0.57% | 0.55% | 0.52% | 0.66% | 0.58% | 0.60% | 0.63% | 0.58% | 7.12% |
| Yield | 0.61% | 0.71% | 0.92% | 0.84% | 0.63% | 0.49% | 0.58% | 0.67% | 0.69% | 0.68% | 0.63% | 0.65% | 8.10% |
Read more about the savings strategies here.