Coeli Balanced

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.

Fund Overview

Portfolio Managers

Erik Lundkvist

Investment universe

Multi asset

Minimum investment

(I SEK) 10 000 000 SEK

Investment management fee

0.80% p.a

Subscription/redemption fee




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.

Hem Our funds Coeli Balanced