Coeli Likviditetsstrategi
Aiming for stable returns with low volatility
Coeli Likviditetsstrategi is an actively managed fixed income fund that invests in money-market instruments and corporate bonds issued in the Nordic market. The fund offers investors exposure to a diversified portfolio with a balanced credit risk and a minimum interest-rate risk. Investments are preceded by traditional corporate credit analysis, focusing on business model and profitability in relation to indebtedness.
Please note that the Swedish Based Likviditetsstrategi merged into Coeli SICAV I – Likviditetsstrategi on the 16th of February. This presentation regards Coeli SICAV I – Likviditetsstrategi.
Fund Overview
Inception Date
2010-04-30
Portfolio Manager
Gustav Fransson
Investment universe
Fixed Income Fund – Nordic money-market instruments and corporate bonds
Minimum investment
(R SEK) = 100 SEK
Investment management fee
(R SEK) = 0.20% p.a. + 20% Performance fee (OMRX T-Bill Index)
Subscription/redemption fee
None
UCITS
Yes
Swing factor
Not applicable
Risk & Reward Profile
1
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5
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7
Portfolio Managers
Gustav Fransson
Portfolio Manager
Fredrik Tauson
Portfolio Manager