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.

Strategy funds

Strategy funds

A strategy fund’s fund manager actively allocates between different assets through investments in underlying funds. This type of fund can be compared with multi asset funds where investments are made directly in equities and fixed income.

The fund managers of Coeli’s strategy funds allocate the assets between equities, fixed income and alternative investments – with the aim to create the best possible protection when markets are falling as well as adding momentum when markets are raising.


Coeli Balanced

High conviction and a concentrated portfolio

Coeli Mix

Diversified portfolio of stocks and bonds

Hem Our funds Strategy funds