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 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

Henrik Milton

Analysts

Christopher Wright

Analyst

 

Johan Agneman

Analyst

 

Herman Ohlsson

Analyst

 

Sustainability Related Disclosures

Key Investor Information

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