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 portfolio managers determines the allocation in equity vs fixed income depending on the current outlook on the market. The neutral equity exposure is 70 percent and it can vary between 55-85 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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