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 European

European active long only fund focusing on small and midcaps

Coeli European is a European active long only fund. We focus on finding small and midcap companies that are misunderstood, has a value today with a significant value potential and where management is focused on creating value. The fund has a concentrated portfolio of fewer and larges holdings which is fundamentally driven and purely based on stock picking.

Fund Overview

Inception Date

2017-12-20

Portfolio Managers

Mikael Petersson

Investment universe

Bottom-up, active European long only equity

Minimum investment

(I SEK) = 10 000 000 SEK

Investment management fee

(I SEK) = 1.00% p.a + 15% above MSCI Europe SMID Cap Net Total Return EUR Index

Subscription/redemption fee

None

UCITS

No

Swing factor

Not applicable
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