Past performance

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.

Coeli Circulus

Please be advised that Coeli SICAV I – Coeli Circulus is yet to be launched and therefore cannot accept investments. The fund’s estimated launch date is the 24th of August 2022.

When the fund has been launched, subscriptions and redemptions are made in accordance with the fund’s prospectus and other fund documentation.

World’s largest purchase order

Coeli Circulus is an actively managed equity fund that invests in the strongest structural theme of all – to address the 17 global sustainability challenges contained in the 2030 Agenda, the Sustainable Development Goals (SDGs). Consumers, companies and politicians are pushing to solve the sustainability challenges we face which will require major investments in the coming decades. The companies that contribute with solutions to the SDGs can benefit from a strong structural growth trend for a long time to come.

The fund will only invest in companies whose main business contribute to the Sustainable Development Goals. The fund has therefore chosen to focus on micro and small cap companies, an area in which the fund managers have extensive experience and where arbitrage opportunities are greater, growth is strong, M&A activity is higher and family ownership often is significant. The companies must also be well-run, profitable and responsible.

The fund is classified as a dark green fund (Article 9) according to the EU regulation on sustainability-related disclosure in the financial services sector (SFDR).

Fund Overview

Inception Date

2022-08-24

Portfolio Managers

Christofer Halldin & Joakim By

Investment universe

Global equity fund

Minimum investment

(I EUR) = 2 000 000 EUR

Investment management fee

(I EUR) = 0.70% p.a. + 10% Performance fee (MSCI All Country World Daily Net Total return index)

Subscription/redemption fee

None

UCITS

Yes

Swing factor

Not applicable
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