Coeli Global Select

Equity fund with global scope

An equity fund that is global in scope. The strategy is designed to provide long-term capital growth by investing in companies all around the world. The fund focuses on global champions – high-value companies showing favorable future prospects, such as ability to increase earnings over time.

Actively managed global equity fund

  • Concentrated portfolio, 25-35 stocks
  • Strong historical returns
  • Does not invest in companies which produce alcohol, oil & gas, tobacco or military equipment (> than 5% of revenues)

Fund Overview

Inception Date

2014-11-28

Portfolio Managers

Andreas Brock & Henrik Milton

Investment universe

Global equity fund

Annualized Return (Since Inc.)

(I SEK) = 16,55% (December 2017)

Minimum investment

(I SEK) = 20 000 000 SEK

Investment management fee

(I SEK) = 0.70 % p.a. + Performance fee: 10%

Subscription/redemption fee

None

UCITS

Yes