Quartal’s Index Funds
Quartal offers a range of passively managed index-like funds that follow broad global indexes or more specific regional markets. These funds carry the lowest management fee among our own equity funds at 0.19% per year. Transaction costs apply separately.
Saving in funds involves risk.
Why Choose an Index Fund?
Passively managed index funds offer two main advantages:
- Lower cost: No active stock selection means lower management fees.
- Broad diversification: By tracking an index, the fund automatically invests in hundreds of companies across a market.
Our index-like funds closely follow their benchmark indexes. Minor deviations occur because the funds apply sustainability criteria, excluding companies involved in thermal coal, illegal weapons, or tobacco. For this reason, they are classified as “index-like” rather than pure index funds.
Available Index Funds
Quartal Global Index Select
A passively managed fund investing in the global stock market.
- Benchmark index: MSCI World NTR
- Total annual fee: 0.20%
Quartal Europe Index Select
A passively managed fund investing in the European stock market.
- Benchmark index: MSCI Europe NTR
- Total annual fee: 0.23%
Quartal Sweden Passive
A passively managed fund investing in the Swedish stock market.
- Benchmark index: OMX Stockholm Benchmark Cap
- Total annual fee: 0.25%
Quartal USA Index Select
A passively managed fund investing in the American stock market.
- Benchmark index: MSCI USA NTR
- Total annual fee: 0.21%
Fee Comparison
| Fund | Management Fee | Total Fee (incl. transaction costs) |
|---|---|---|
| Quartal Global Index Select | 0.19% | 0.20% |
| Quartal USA Index Select | 0.19% | 0.21% |
| Quartal Europe Index Select | 0.19% | 0.23% |
| Quartal Sweden Passive | 0.19% | 0.25% |
For more information, visit Nordnet’s index fund overview for a broader market comparison.
Important Notice
Saving in funds involves risk. Past performance is not a guarantee of future returns. The value of your investment can both increase and decrease. It is not certain that you will recover the full amount invested.
Funds with risk class 5 to 7 can fluctuate significantly in value.
