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 Total

Diversified portfolio of stocks and bonds

Coeli Total is an actively managed mixed fund that primarily invests in global equities as well as in Nordic bonds. The Portfolio Managers decide on the allocation of equity and bond proportions in the fund at different points in time depending on the market conditions. Coeli Total has a neutral risk level with 70% in equities, which is allowed to vary between 55-85 percent to respond to market developments. The fund has an allocation between equities, bonds and alternative investments aiming to generate a steady return.  

Fund Overview

Portfolio Manager

Erik Lundkvist & Marjan Stefanovski

Investment universe

Strategy fund

Minimum investment

(R SEK) = 100 SEK

Investment management fee*

(R SEK) = 1.6 % p.a.

Subscription/redemption fee

None

UCITS

Yes

Swing factor

Not applicable
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