Idun Liv already offers a fully digital capital insurance solution, occupational pension, and private pension through custody accounts. Now, the company is broadening its offering with the launch of a digital fund insurance featuring a handpicked list of funds - tailored for both advisors and clients.
The new fund insurance from Idun Liv offers a flexible and competitive savings option for capital insurance and paid-up policies. The entire process takes place via Idun Liv’s digital advisor platform - quick, seamless, and paperless.
Our vision has always been to offer the market’s most modern insurance solutions. With this fund insurance, we are taking another step toward becoming a more complete insurance provider, says Peter Appelgren, CEO of Idun Liv.
The fund insurance is based on Idun Liv’s newly launched, independent fund list - initially featuring around 120 carefully selected funds. The selection spans equity, index, mixed, fixed income, and hedge funds across various sectors and regions. All funds meet the requirements of Article 8 or 9 under the EU’s sustainability classification - meaning the entire fund list consists exclusively of sustainable funds.
Our fund offering is built around carefully chosen alternatives that make it easy for advisors to provide relevant and competitive solutions to their clients. We are especially proud that the entire list is 100% green, says Peter Appelgren.
In a market often characterized by complex commission structures, Idun Liv’s fund insurance stands out. The solution is entirely free from third-party commissions - all funds are net-traded and all fund fees are returned to the client. Advisors are compensated directly through a client agreement, choosing between ongoing and/or one-time fees.
We aim to create long-term value through full transparency. That’s why we’ve opted for simple, clear pricing models - often resulting in lower costs for clients. Our fund insurance is an excellent choice for advisors looking to build long-term value and stability in their business, concludes Peter Appelgren.
Sensor Sverige Focus continues to deliver strong returns and has secured a top position in Fondsvenskan - Dagens Industri’s weekly ranking of the best-performing Swedish funds so far this year.
European small-cap stocks - a segment characterized by attractive valuations and strong recovery potential. This product meets the growing demand for European investments and strengthens Strivo’s position in the market.
For the first quarter of the year, Strivo's account holders received a rebate of fund commissions totaling 17.2 million SEK.