Information ahead of the procurement of actively managed Healthcare and Biotech funds

The Swedish Fund Selection Agency plans to conduct two parallel, yet separate, procurements within these fund categories. The procurements are expected to affect approximately 250,000 savers and cover the eleven funds currently available in these categories on the fund platform, with total assets of approximately SEK 24.9 billion in healthcare funds and SEK 2.2 billion in biotech funds.

The draft procurement specifications are published to enable potential tenderers to prepare for the procurements and to review the requirements planned ahead of the formal procurement process. For both fund categories, the requirements include, among other things, active management, a UCITS structure, accumulation share classes, sustainability reporting in accordance with SFDR Article 8 or 9, and minimum levels of activity relative to the fund’s benchmark index. Further details on these requirements and other restrictions are set out in each procurement specification.

Questions and comments on the draft specifications should be sent to procurement@ftn.se no later than xx. The published documents are drafts. The final, legally binding procurement specifications will be adopted and published in connection with the formal announcement of the procurements

PDF: DRAFT Procurement specifications for actively managed Healthcare funds, large-and mid-ca pdf, 492.8 kB.p

PDF: DRAFT Procurement specifications for actively managed Biotech funds , large- and mid-cap pdf, 492.5 kB.

Please note that documents received by an authority are official documents. Official documents are public insofar as they do not contain information that must be kept secret under the Swedish Public Access to Information and Secrecy Act (2007:400). Public documents may therefore be disclosed in full or in part if someone requests access to them. Information protected by confidentiality is not disclosed. However, FTN will make an independent confidentiality assessment which in turn may ultimately be reviewed by a court.

*The amount of assets allocated to the category by April 30 2026 . It is not guaranteed that the procured volume will be equally large.