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 EUR) = 12.38% (December 2019)
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
Portfolio Managers
Andreas Brock
Portfolio Manager
Henrik Milton
Portfolio Manager
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
- KIID Coeli Global Select I EUR - English
- KIID Coeli Global Select R USD - English
- KIID Coeli Global Select I USD - English
- KIID Coeli Global Select R SEK - Danish
- KIID Coeli Global Select I SEK - Danish
- KIID Coeli Global Select R EUR - Danish
- KIID Coeli Global Select I EUR - Danish
- KIID Coeli Global Select R EUR - German
- KIID 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
- KIID Coeli Global Select R SEK - Spanish
- KIID Coeli Global Select I SEK - Spanish
- KIID Coeli Global Select R EUR - Spanish
- KIID Coeli Global Select I EUR - Spanish