Coeli Global Select
Equity fund with global mandate
Coeli Global Select is an actively managed equity fund with a global mandate. The main objective is to, over time, generate a high positive return with balanced equity market risk to its investors. The investment strategy is concentrated to 25-35 companies of exceptional quality with positive outlooks and attractive valuations. Company visits and meetings with management is key in the investment process.
- Strong historical returns – generated by portfolio managers with skin in the game
- A portfolio of “the world’s finest companies” – high-quality companies with good future prospects and attractive valuation
- Actively managed with at least 2/3 invested in “Champions” and up to 1/3 in “Special Situations”
- A “Champion” is the market leader in its industry with high profitability and good growth
- A “Special Situation” is a company that the market doubts but which we determine are on the cusp of positive change
- ESG focused and light green fund (article 8 according to SFDR) that actively selects companies with an investable ESG profile. The portfolio managers actively work to positively impact their investments on sustainability through active discussions with management
- Does not invest in companies which produce alcohol, fossil fuels, tobacco, gambling 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
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
Portfolio Managers
Andreas Brock
Portfolio Manager
Henrik Milton
Portfolio Manager
Analysts
Christopher Wright
Analyst
Johan Agneman
Analyst
Herman Ohlsson
Analyst
Sustainability Related Disclosures
- Sustainability Related Disclosures Coeli Global Select
- Sustainability Related Disclosures Coeli Global Select – Danish
- Sustainability Related Disclosures Coeli Global Select – Finnish
- Sustainability Related Disclosures Coeli Global Select – German
- Sustainability Related Disclosures Coeli Global Select – Spanish
Key Investor Information
- KIID Coeli Global Select R SEK - Norwegian
- KIID Coeli Global Select I SEK - Norwegian
- KIID Coeli Global Select R SEK - English
- KIID Coeli Global Select I SEK - English
- KIID Coeli Global Select I-D SEK - English
- KIID Coeli Global Select R-D SEK - English
- KIID Coeli Global Select W SEK - English
- KIID Coeli Global Select BT SEK - English
- KIID Coeli Global Select BT-D SEK - English
- KIID Coeli Global Select R EUR - English
- PRIIP Coeli Global Select R-S EUR - English
- KIID Coeli Global Select I EUR - English
- KIID Coeli Global Select R-C NOK - English
- KIID Coeli Global Select R-C SEK - English
- KIID Coeli Global Select R-C EUR - English
- PRIIP Coeli Global Select R SEK - Danish
- PRIIP Coeli Global Select I SEK - Danish
- PRIIP Coeli Global Select R EUR - Danish
- PRIIPS Coeli Global Select I EUR - Danish
- PRIIP Coeli Global Select R EUR - German
- KIID Coeli Global Select R-C EUR - German
- PRIIP Coeli Global Select R-S EUR - German
- PRIIP Coeli Global Select I EUR - German
- KIID Coeli Global Select R SEK - Swedish
- KIID Coeli Global Select I SEK - Swedish
- KIID Coeli Global Select I-D SEK - Swedish
- KIID Coeli Global Select R-D SEK - Swedish
- KIID Coeli Global Select W SEK - Swedish
- KIID Coeli Global Select BT SEK - Swedish
- KIID Coeli Global Select R EUR - Finnish
- KIID Coeli Global Select I EUR - Finnish
- PRIIP Coeli Global Select R SEK - Spanish
- PRIIP Coeli Global Select I SEK - Spanish
- PRIIP Coeli Global Select R EUR - Spanish
- PRIIP Coeli Global Select I EUR - Spanish