US equity and US index funds next in line for procurement

There are currently 11 actively managed US equity funds focusing on large and mid-cap companies on the premium pension fund platform. The category comprises a capital of approximately SEK 12 billion*. The category of US equity index funds focusing on large and mid-cap companies consists of six funds and comprises a total capital of approximately SEK 29 billion*.

The next procurement to open for tenders is actively managed technology funds, which are scheduled to be announced in October 2025. The procurements of US equity and US index funds are next in line and will thus be procurement number 12 and 13.

The procurement of US equity and US equity index funds are planned to open for tenders during the first quarter of 2026. More detailed information about the timing and publication of preliminary procurement specifications will be published as soon as FTN deems it possible.

FTN welcomes comments and questions about the procurement plan, which can be sent to procurement@ftn.se. FTN will not be able to answer all questions, but will review and consider all comments received.

Upcoming procurement US equity funds:

• Category: Actively managed US & North America equity funds, large and mid-cap companies
• Notice to be given: First quarter of 2026
• Funds on the fund platform today: 11
• Total volume: SEK 12 billion*

Upcoming procurement US equity index funds:

• Category: Passively managed US & North America equity funds, large and mid-cap companies.
• Notice to be given: First quarter of 2026
• Funds on the fund platform today: 6
• Total volume: SEK 29 billion*

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.

*Assets under management represent the current volume allocated to the category per 31-08-25. There is no guarantee that the procured volume will correspond to the current volume.