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Open-end strategies

Coeli offers a wide range of actively managed funds within equity, fixed income, hedge, multi-asset, Private Equity and Real Estate.

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.

Our Portfolio Management teams

  • Active portfolio management
  • Efficient Portfolio Optimization
  • Alignment of Interests

Sustainability

  • Integrated ESG Framework
  • Responsible Ownership
  • Impact & Thematic Investments
  • Data-Driven Transparency

Click here to read more

    Contact us

    Carl Berg

    Head of Fund Sales – Institutional & Wholesale Distribution
    +46 706 342 043
    carl.berg@coeli.se


    Erik Linder
    Investor Relations
    +46 73 022 23 14
    erik.linder@coeli.se


    Coeli's funds

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    Experienced Portfolio managers

    Partnership with the right incentives

    Coeli employs a partnership model, established in 2014 when we launched our first partner-owned fund.

    Through the partnership model, Portfolio managers own a large share of their fund. This ensures shared incentives between Portfolio managers and investors, which is to generate high long-term returns.

    We attract Portfolio managers with strong track records of generating returns and ability to outperform the market.

    Read about some of our partnerships by navigating the arrows.

    Equities within the Frontier Markets

    The Frontier Markets team consist of James Bannan and Hans-Henrik Skov.

    Having managed listed equities in global Frontier Markets since May 2007, Hans-Henrik Skov has one of the longest experiences in this investment universe. 

    James Bannan has been investing in Frontier Market since 2006, including as co-lead at BankInvest’s global Frontier Markets listed equities funds from May 2011.

    In 2018 Coeli Frontier Markets was awarded the prestigious Thomson Reuters Lipper Fund Award for best fund in its category.

    Read more
    En lång bro

    Focus on European equities

    Portfolio manager Mikael Peterson has more than 25 years in the industry and a solid track reckord. 

    Peterson's team focus on undervalued and misunderstood small and midcap companies within Europe. The team focus on long term value creation and fundamental analysis.

    Mikael has been an employee for some of the most successful hedgefund coorporations in Europe, such as Lansdowne Partners and Kairos Investment Management in London.

    Read more

    Value creating asset management

    Coeli is an active asset manager with a focus on concentrated portfolios with clear positions and high performing Portfolio managers and management teams. 

    We attract exceptional teams and Portfolio managers with our partnership model. The model is based on joint venture partnership, which secures long-term shared incentives with investors.

    Coeli’s funds

    At present, the Coeli Group manages 19 funds with different investment strategies. Below is an overview of the funds availability in the jurisdiction in which you have indicated that you are domiciled or have a registered office.

    For more information contacts us at info@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.