Coeli Balanced

High conviction and a concentrated portfolio

Coeli Balanced is an actively managed mixed fund, where primary investments are made directly in Nordic equity and fixed income. The fund takes a clear positioning with a concentrated portfolio including only our best ideas . The portfolio managers determines the allocation in equity vs fixed income depending on the current outlook on the market. The exposure on equity tends to be 45-75 percent. This fund is suited for you that strive for a solid foundation in your long term savings.

Fund Overview

Portfolio Managers

Erik Lundkvist & Arne Lundberg

Investment universe

Multi asset

Minimum investment

(I SEK) = 10 000 000 SEK

Investment management fee

(I SEK) = 0.80% p.a

Subscription/redemption fee

None

UCITS

Yes
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