Coeli Mix

Diversified portfolio of stocks and bonds

Global strategy that seeks capital growth and income from a diversified portfolio of stocks and bonds. The portfolio managers determines the allocation in equity vs fixed income depending on the current outlook on the market. The neutral equity exposure is 60 percent and it can vary between 45-75 percent.

Fund Overview

Portfolio Manager

Erik Lundkvist & Arne Lundberg

Investment universe

Strategy fund

Minimum investment

(R SEK) = 100 SEK

Investment management fee*

(R SEK) = 1.75 % p.a.

Subscription/redemption fee

None

UCITS

Yes
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