Investment Strategy

Our investment philosophy

Coeli’s investment philosophy is actively managed funds with explicit standpoints. We manage our funds based on our own assurances and only in those assets that we truly believe in. That is how we exceed market index and create true value in our customers’ investment portfolios.

Our funds

Balanced funds

Coeli Balanserad

Real Estate funds

Coeli Real Estate

Private Equity Funds

Coeli Private Equity

Net Asset Value (NAV)

Name Rate 1 day MTD YTD Rate date
Coeli Frontier Markets R (EUR) 136.79 0.46 % -3.26 % 0.21 % 2018-02-19
Coeli Frontier Markets I (EUR) 140.15 0.48 % -3.15 % 0.40 % 2018-02-19
Coeli Frontier Markets I (USD) 126.60 -0.13 % -2.16 % 3.60 % 2018-02-19
Coeli Nordic Corporate Bond R (SEK) 109.91 0.02 % 0.15 % 0.48 % 2018-02-19
Coeli Nordic Corporate Bond I (SEK) 112.13 0.02 % 0.19 % 0.55 % 2018-02-19
Coeli US Equity Fund R (SEK) 170.45 -0.14 % -1.79 % -2.66 % 2018-02-19
Coeli US Equity Fund I (SEK) 178.02 -0.13 % -0.97 % -1.79 % 2018-02-19
Coeli Frontier Markets ID (EUR) 115.43 0.48 % -3.15 % 0.40 % 2018-02-19
Coeli Strategy Defensive R (SEK) 102.76 -0.23 % -0.83 % 0.63 % 2017-12-29
Coeli Sweden R (SEK) 120.41 -0.28 % -3.44 % -0.42 % 2018-02-19
Coeli Sweden I (SEK) 122.94 -0.26 % -3.39 % -0.32 % 2018-02-19
Coeli Global Select R (SEK) 156.03 0.28 % -3.51 % -0.88 % 2018-02-19
Coeli Global Select I (SEK) 159.09 0.29 % -3.45 % -0.78 % 2018-02-19
Coeli Global Select RD (SEK) 140.99 0.28 % -3.49 % -0.86 % 2018-02-19
Coeli Global Select ID (SEK) 116.88 0.29 % -3.44 % -0.77 % 2018-02-19
Coeli Global Select R (EUR) 141.09 0.38 % -4.27 % -1.55 % 2018-02-19
Coeli Prognosis Machines R (SEK) 90.65 0.79 % -8.43 % -8.53 % 2018-02-16
Coeli Prognosis Machines I (USD) 91.10 0.09 % -8.22 % -7.34 % 2018-02-16
Coeli Prognosis Machines I (SEK) 92.39 0.09 % -8.45 % -7.64 % 2018-02-16
Coeli Nordic Coprorate Bond RD (SEK) 98.05 0.02 % 0.14 % 0.47 % 2018-02-19
Coeli Sweden RD (SEK) 96.31 -0.28 % -3.44 % -0.42 % 2018-02-19
Coeli Multistrategi A 13.38 0.24 % -2.62 % -1.88 % 2018-02-19
Coeli Multistrategi 2xL 10.67 0.50 % -5.31 % -4.04 % 2018-02-19
Coeli Likviditetsstrategi A 11.36 0.04 % 0.18 % 0.37 % 2018-02-16
Coeli Norrsken 12.43 -0.61 % -2.93 % -2.90 % 2018-02-19
Coeli Likviditetsstrategi B 10.19 0.04 % 0.18 % 0.37 % 2018-02-16
Coeli Frontier Markets I (SEK) 156.47 0.37 % -2.53 % 0.93 % 2018-02-19
Coeli Frontier Markets R (SEK) 150.15 0.37 % -2.57 % 0.80 % 2018-02-19

Responsible investments

At Coeli Asset Management we believe that we have the power to make a difference and make changes towards a better and more sustainable society. A responsible investment is not only about return of investments but also considers the environment, social aspects and how companies are managed. Our ambition is to invest in companies that are proactive in the environmental, social and governance issues, also called ESG issues.

Our clients are to a larger extent looking for investments that are responsible and sustainable and we believe we can add value to our clients. As a provider of actively managed investments we have the possibility to influence the companies we are investing in.

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01

How to Invest

There are several ways to invest in our funds – you choose the one that suits you the best. Contact us directly or make your investments on any of the platforms where we are available.

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02

Private Equity

As one of the first in Sweden, Coeli offers our customers access to the most attractive Nordic private equity funds. The purpose is to invest in and develop small and mid cap companies.

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03

Real Estate

Coeli Real Estate offers the possibility to allocate in the Swedish real estate market. Investments are made in properties with high potential to generate value and profit.

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