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
Hem Our funds Fixed income funds Coeli Likviditetsstrategi