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High conviction and a concentrated portfolio
Coeli Balanced is an actively managed mixed fund, where primary investments are made in Nordic equity and fixed income. The fund takes a clear positioning with a concentrated portfolio including only our best ideas . The portfolio managers determines the allocation in equity vs fixed income depending on the current outlook on the market. The exposure on equity tends to be 45-75 percent. This fund is suited for you that strive for a solid foundation in your long term savings.
(I SEK) = 10 000 000 SEK
Investment management fee
(I SEK) = 0.80% p.a
KEEP IN MIND. Fund investments are associated with risk. Past performance should not be seen as a guarantee of future returns. Investments can both increase and decrease in value and you may not get your full investment back.