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Open-end strategies
Private Investments
Wealth Management
Financial services
About us
SVENG

Monthly Newsletter Coeli European – June 2025

This material is marketing communication.

Note that the information below describes the share class (I SEK), which is a share class reserved for institutional investors. Investments in other share classes generally have other conditions regarding, among other things, fees, which affects the share class’ return. The information below regarding returns therefore differs from the returns in other share classes.

Before making any final investment decisions, please read the prospectus, its Annual Report, and the KID of the relevant Sub-Fund here.

June Performance

The fund’s value increased by 6.0% in May (share class I SEK), while the benchmark increased by 6.4%. Since the change of the fund’s strategy at the beginning of September last year, the fund’s value has increased by 20.6% compared to an increase of the benchmark by 17.2%.

Source: Coeli European

* Adjusted for spin-off of Rejuveron

** Includes September 1 (strategy change to long-only implemented September 4 2023)

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.

Equity Markets / Macro Enviroment




Source: X




Source: Goldman Sachs

 





Source: Bloomberg

 


Source: Bloomberg

 


Source: Goldman Sachs

 


Source: Goldman Sachs

 


Source: Goldman Sachs

 


Source: FactSet, Edward Jones

 


Source: Goldman Sachs

 


Source: Bloomberg

 

Portfolio Companies

 

Summary




Source: Goldman Sachs

 


Source: Bloomberg

 


Source: Bloomberg, Holger Zschaepitz





Source: Goldman Sachs


Source: Goldman Sachs

 


Source: Goldman Sachs


Source: Goldman Sachs

 






Source: Goldman Sachs

 


Source: Financial Times

Source:


Source: Kepler Cheuvreux


Source: Kepler Cheuvreux


Source: Kepler Cheuvreux


Source: Goldman Sachs


Source: Kepler Cheuvreux


Source: CREATIVE PLANNING, @CharlieBiello

Mikael & Co

Malmö, the 4th of July 2025

Mikael Petersson

Portfolio manager

mikael.petersson@coeli.se
Malmö

Mikael Petersson

Portfolio manager

IMPORTANT INFORMATION. This is a marketing communication. Before making any final investment decisions, please refer to the prospectus of Coeli SICAV II, its Annual Report, and the KID of the relevant Sub-Fund. Relevant information documents are available in English at coeli.com. A summary of investor rights will be available at https://coeli.com/financial-and-legal-information/. 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. Please note that the management company of the fund may decide to terminate the arrangements made for the marketing of the fund in one or multiple jurisdictions in which there exists arrangements for marketing.
Coeli European

Previous comments

Monthly Newsletter Coeli European – May 2025

This material is marketing communication. Note that the information below describes the share class (I SEK), which is a share ...

Monthly Newsletter Coeli European – April 2025

This material is marketing communication. Note that the information below describes the share class (I SEK), which is a share ...

Monthly Newsletter Coeli European – March 2025

This material is marketing communication. Note that the information below describes the share class (I SEK), which is a share ...

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.