Equity strategies

Coeli offers several equity strategies with various focus, market and country exposure, such as Frontier and European markets.

IMPORTANT. Past performance is not a guarantee of future returns. The price of the investment may go up or down and an investor may not get back the amount originally invested.

Coelis Equity stratetgies

Coeli offers several equity strategies with various focus, market and country exposure, such as Frontier and European markets.

Sustainability within the equity universe

Industry-leading Portfolio Managers within sustainable investments with a long and proven track-record from Handelsbanken. Focus on micro- and small cap companies where at least 50 percent of the revenue must come from products or services that contribute towards the goals set out in Agenda 2030.

Management team

Joakim By, Christofer Halldin & Simon Park

Equities in the Frontier Markets

Portfolio Managers with some of the longest experience within Frontier Markets. The team has extensive international experience and background. Their strategy combines top-down country assessment with bottom-up stock selection to seek out high quality companies.

Management team

James Bannan & Hans-Henrik Skov

Global Equities

Portfolio managers with a combined 46 years of finance industry experience with a special focus on global investments. A strategy focused on “the world’s finest companies and entrepreneurs ” – high-quality companies with good future prospects and attractive valuation.

Management team

Henrik Milton & Andreas Brock

European Equities with stock-picking

Devoted team led by a Portfolio Manager with over 30 years of experience of which many within European equity. European long/short equity strategy with a long bias. A bottom-up, stock picking strategy with a focus on small and mid-cap companies.

Management team

Mikael Petersson, Fredrik Östlind, Cecilia Biveson & Gustav Lill

Fund performance

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Contact us

Our goal is to provide distributors and partners with the industry’s best service and updates.


Carl Berg
Viktor Klint
Erik Linder
Head of Fund Sales
Institutional & Wholesale
Distribution

          

Senior Sales Manager, 
Institutional Clients

          Investor Relations

+46 706 342 043
carl.berg@coeli.se

+46 72-402 08 84
viktor.klint@coeli.se

+46 73-022 23 14
erik.linder@coeli.se

Sustainability

The key factors to our investment strategy consists of thourough analysis, opportunity identification, risk management and a holistic approach.

Read more about sustainability in our investments and fund management.

Our Portfolio Management teams

Coeli aims to deliver long-term, sustainable and competitive returns through active portfolio management, clear positions, and efficient portfolio optimization. We have experts within all asset classes with extensive experience in managing capital.

    Please indicate whether you are a private or institutional investor.

    Coeli may, pursuant to law, market one or multiple funds in several jurisdictions. By choosing an option in the list below, you confirm that you belong to one of these.

    Den sammanfattande riskindikatorn ger en vägledning om risknivån för denna produkt jämfört med andra produkter. Den visar hur troligt det är att produkten kommer att sjunka i värde på grund av marknadsutvecklingen. Indikatorn speglar framför allt upp- och nedgångar i de aktier fonden placerat i. Denna produkt innehåller inte något skydd mot framtida marknadsresultat. Du kan därför förlora hela eller delar av din investering. Förutom de risker som ingår i riskindikatorn kan andra risker påverka fondens resultat. Se fondens fondbestämmelse för mer information.

    Morningstars fondbetyg (rating) är ett mått som går att använda för att se hur fonderna har presterat historiskt. Fonden får ett högre betyg om den har haft en bra avkastning i förhållande till fondens risknivå. En fond måste ha funnits i minst 3 år för att få ett totalt betyg. Har fonden funnits längre än 5 och 10 år får dessutom betyg för dessa tidsperioder. Morningstars hållbarhetsbetyg är ett mått på de ekonomiskt väsentliga riskerna inom miljö, socialt och ägarfrågor (ESG) i en portfölj relativt till liknande konkurrerande portföljer. Hållbarhetsbetyget beräknas för fonder, förvaltningsuppdrag och index globalt, med hjälp av Morningstars databas med portföljinnehav.