Once per day
Funds do not trade in real time like stocks. The fund NAV is calculated once per day after the stock exchange closes.
Invest
How to invest
Amos Value is not yet available for investment. We will announce when and where the fund can be purchased. Here is how the process will work:
01
Step 1
Choose an account type
Most investors choose an ISK for its simple flat-rate taxation. A KF suits those who want to simplify estate planning. A custody account allows you to offset gains against losses. Your choice affects how you are taxed, not whether you can invest in Amos Value.
02
Step 2
Open an account
Amos Value will be available through selected platforms. We will announce when and where the fund can be purchased. You only need BankID to get started.
03
Step 3
Search and invest
Search for "Amos Value" on your platform. Choose a share class, enter the amount and place your order. If you want to save regularly, most platforms offer automatic monthly saving.
Account types
Which account suits you?
There are several account types to choose from. Most fund investors in Sweden choose ISK thanks to its simple flat-rate taxation.
ISK (Investment savings account)
The most common account type. Flat-rate taxation based on account value, no capital gains tax on sale. Simple and tax-efficient for long-term saving.
KF (Endowment insurance)
Similar taxation to ISK but with the option to name beneficiaries. May suit those who want to simplify estate planning.
Custody account
Traditional account type with 30 percent capital gains tax on sale. Allows you to offset gains against losses.
Buying and selling
How fund trading works
Funds work differently from stocks. Here is what you need to know about how and when fund orders are executed.
Cutoff time
Fund orders placed before the cutoff (typically around 15:30 on business days) are executed at the day's NAV. Orders after the cutoff are executed the next trading day.
Settlement
For purchases, funds are typically debited the day after the order. For sales, the proceeds are available within a couple of business days.
Public holidays
No fund trading takes place on Swedish bank holidays. The Stockholm Stock Exchange publishes an annual trading calendar with all closing days.
Frequently asked questions
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