Publications

Everything you need to know about our funds

Below you will find the publications with information about our funds; key investor information documentation, annual and biannual reports, fond statutes, and prospectus. You can either scroll down in the list or use the search function.

Name Field Last update

Key investor information

Name Fund Updated
KIID Coeli Absolute European Equity I SEK English Coeli Absolute European Equity 15/02/19
KIID Coeli Absolute European Equity I SEK Swedish Coeli Absolute European Equity 15/02/19
KIID Coeli Absolute European Equity R SEK English Coeli Absolute European Equity 15/02/19
KIID Coeli Absolute European Equity R SEK Swedish Coeli Absolute European Equity 15/02/19
KIID Coeli Absolute European Equity W SEK English Coeli Absolute European Equity 15/02/19
KIID Coeli Absolute European Equity W SEK Swedish Coeli Absolute European Equity 15/02/19
KIID Coeli Altrua Macro I SEK English Coeli Altrua Macro 15/02/19
KIID Coeli Altrua Macro I SEK Swedish Coeli Altrua Macro 15/02/19
KIID Coeli Altrua Macro I USD English Coeli Altrua Macro 15/02/19
KIID Coeli Altrua Macro R SEK English Coeli Altrua Macro 15/02/19
KIID Coeli Altrua Macro R SEK Swedish Coeli Altrua Macro 15/02/19
KIID Coeli Altrua Macro W SEK English Coeli Altrua Macro 15/02/19
KIID Coeli Altrua Macro W SEK Swedish Coeli Altrua Macro 15/02/19
KIID Coeli Balanced F SEK English Coeli Balanced 15/02/19
KIID Coeli Balanced F SEK Swedish Coeli Balanced 15/02/19
KIID Coeli Balanced I SEK English Coeli Balanced 15/02/19
KIID Coeli Balanced I SEK Swedish Coeli Balanced 15/02/19
KIID Coeli Balanced R SEK English Coeli Balanced 15/02/19
KIID Coeli Balanced R SEK Swedish Coeli Balanced 15/02/19
KIID Coeli Energy Transition Fund I SEK English Coeli Energy Transition 16/08/19
KIID Coeli Energy Transition Fund BT USD English Coeli Energy Transition 16/08/18
KIID Coeli Energy Transition Fund BT USD Norwegian Coeli Energy Transition 15/08/19
KIID Coeli Energy Transition Fund BT USD Swedish Coeli Energy Transition 15/08/19
KIID Coeli Energy Transition Fund BT USD Switzerland Coeli Energy Transition 15/08/19
KIID Coeli Energy Transition Fund I Founder GBP English Coeli Energy Transition 16/08/19
KIID Coeli Energy Transition Fund I Founder SEK English Coeli Energy Transition 16/08/19
KIID Coeli Energy Transition Fund I Founder SEK Norwegian Coeli Energy Transition 15/08/19
KIID Coeli Energy Transition Fund I Founder SEK Swedish Coeli Energy Transition 15/08/19
KIID Coeli Energy Transition Fund I Founder USD English Coeli Energy Transition 16/08/19
KIID Coeli Energy Transition Fund I Founder USD Norwegian Coeli Energy Transition 15/08/19
KIID Coeli Energy Transition Fund I Founder USD Swedish Coeli Energy Transition 15/08/19
KIID Coeli Energy Transition Fund I Founder USD Switzerland Coeli Energy Transition 15/08/19
KIID Coeli Energy Transition Fund I GBP English Coeli Energy Transition 16/08/19
KIID Coeli Energy Transition Fund I SEK Norwegian Coeli Energy Transition 15/08/19
KIID Coeli Energy Transition Fund I SEK Swedish Coeli Energy Transition 15/08/19
KIID Coeli Energy Transition Fund I USD English Coeli Energy Transition 16/08/19
KIID Coeli Energy Transition Fund I USD Norwegian Coeli Energy Transition 15/08/19
KIID Coeli Energy Transition Fund I USD Swedish Coeli Energy Transition 15/08/19
KIID Coeli Energy Transition Fund I USD Switzerland Coeli Energy Transition 15/08/19
KIID Coeli Energy Transition Fund IF GBP English Coeli Energy Transition 16/08/19
KIID Coeli Energy Transition Fund IF USD English Coeli Energy Transition 16/08/19
KIID Coeli Energy Transition Fund IF USD Norwegian Coeli Energy Transition 15/08/19
KIID Coeli Energy Transition Fund IF USD Swedish Coeli Energy Transition 15/08/19
KIID Coeli Energy Transition Fund IF USD Switzerland Coeli Energy Transition 15/08/19
KIID Coeli Energy Transition Fund R SEK English Coeli Energy Transition 16/08/19
KIID Coeli Energy Transition Fund R SEK Swedish Coeli Energy Transition 15/08/19
KIID Coeli Energy Transition Fund RF SEK English Coeli Energy Transition 16/08/19
KIID Coeli Energy Transition Fund RF SEK Swedish Coeli Energy Transition 15/08/19
KIID Coeli Energy Transition Fund S SEK English Coeli Energy Transition 16/08/19
KIID Coeli Energy Transition Fund W SEK English Coeli Energy Transition 16/08/19
KIID Coeli Energy Transition Fund W SEK Swedish Coeli Energy Transition 15/08/19
KIID Coeli Frontier Markets Fund I EUR Danish Coeli Frontier Markets 15/02/19
KIID Coeli Frontier Markets Fund I EUR Dutch Coeli Frontier Markets 15/02/19
KIID Coeli Frontier Markets Fund I EUR English Coeli Frontier Markets 15/02/19
KIID Coeli Frontier Markets Fund I EUR Finnish Coeli Frontier Markets 15/02/19
KIID Coeli Frontier Markets Fund I EUR French Coeli Frontier Markets 15/02/19
KIID Coeli Frontier Markets Fund I EUR German Coeli Frontier Markets 15/02/19
KIID Coeli Frontier Markets Fund I EUR Norweigan Coeli Frontier Markets 15/02/19
KIID Coeli Frontier Markets Fund I EUR Swiss Coeli Frontier Markets 15/02/19
KIID Coeli Frontier Markets Fund I SEK English Coeli Frontier Markets 15/02/19
KIID Coeli Frontier Markets Fund I SEK Norweigan Coeli Frontier Markets 15/02/19
KIID Coeli Frontier Markets Fund I SEK Swedish Coeli Frontier Markets 15/02/19
KIID Coeli Frontier Markets Fund I USD English Coeli Frontier Markets 15/02/19
KIID Coeli Frontier Markets Fund I USD Finnish Coeli Frontier Markets 15/02/19
KIID Coeli Frontier Markets Fund I USD Norweigan Coeli Frontier Markets 15/02/19
KIID Coeli Frontier Markets Fund I USD Swiss Coeli Frontier Markets 15/02/19
KIID Coeli Frontier Markets Fund I-D EUR Danish Coeli Frontier Markets 15/02/19
KIID Coeli Frontier Markets Fund I-D EUR English Coeli Frontier Markets 15/02/19
KIID Coeli Frontier Markets Fund I-D EUR Finnish Coeli Frontier Markets 15/02/19
KIID Coeli Frontier Markets Fund I-D EUR Norweigan Coeli Frontier Markets 15/02/19
KIID Coeli Frontier Markets Fund I-D EUR Swiss Coeli Frontier Markets 15/02/19
KIID Coeli Frontier Markets Fund I-EM-EUR English Coeli Frontier Markets 15/02/19
KIID Coeli Frontier Markets Fund R EUR Danish Coeli Frontier Markets 15/02/19
KIID Coeli Frontier Markets Fund R EUR English Coeli Frontier Markets 15/02/19
KIID Coeli Frontier Markets Fund R EUR German Coeli Frontier Markets 15/02/19
KIID Coeli Frontier Markets Fund R EUR Norweigan Coeli Frontier Markets 15/02/19
KIID Coeli Frontier Markets Fund R EUR Swedish Coeli Frontier Markets 15/02/19
KIID Coeli Frontier Markets Fund R SEK English Coeli Frontier Markets 15/02/19
KIID Coeli Frontier Markets Fund R SEK Norweigan Coeli Frontier Markets 15/02/19
KIID Coeli Frontier Markets Fund R SEK Swedish Coeli Frontier Markets 15/02/19
KIID Coeli Frontier Markets Fund W SEK English Coeli Frontier Markets 15/02/19
KIID Coeli Frontier Markets Fund W SEK Swedish Coeli Frontier Markets 15/02/19
KIID Coeli Global Select I EUR Danish Coeli Global Select 15/02/19
KIID Coeli Global Select I EUR English Coeli Global Select 15/02/19
KIID Coeli Global Select I EUR Finnish Coeli Global Select 25/03/19
KIID Coeli Global Select I EUR German Coeli Global Select 15/02/19
KIID Coeli Global Select I EUR Spanish Coeli Global Select 15/02/19
KIID Coeli Global Select I SEK Danish Coeli Global Select 15/02/19
KIID Coeli Global Select I SEK English Coeli Global Select 15/02/19
KIID Coeli Global Select I SEK Norweigean Coeli Global Select 15/02/19
KIID Coeli Global Select I SEK Spanish Coeli Global Select 15/02/19
KIID Coeli Global Select I SEK Swedish Coeli Global Select 15/02/19
KIID Coeli Global Select I USD English Coeli Global Select 15/02/19
KIID Coeli Global Select I-D SEK English Coeli Global Select 15/02/19
KIID Coeli Global Select I-D SEK Swedish Coeli Global Select 15/02/19
KIID Coeli Global Select R EUR Danish Coeli Global Select 15/02/19
KIID Coeli Global Select R EUR English Coeli Global Select 15/02/19
KIID Coeli Global Select R EUR Finnish Coeli Global Select 25/03/19
KIID Coeli Global Select R EUR German Coeli Global Select 15/02/19
KIID Coeli Global Select R EUR Spanish Coeli Global Select 15/02/19
KIID Coeli Global Select R SEK Danish Coeli Global Select 15/02/19
KIID Coeli Global Select R SEK English Coeli Global Select 15/02/19
KIID Coeli Global Select R SEK Norweigean Coeli Global Select 15/02/19
KIID Coeli Global Select R SEK Spanish Coeli Global Select 15/02/19
KIID Coeli Global Select R SEK Swedish Coeli Global Select 15/02/19
KIID Coeli Global Select R USD English Coeli Global Select 15/02/19
KIID Coeli Global Select R-D SEK English Coeli Global Select 15/02/19
KIID Coeli Global Select R-D SEK Swedish Coeli Global Select 15/02/19
KIID Coeli Global Select W SEK English Coeli Global Select 15/02/19
KIID Coeli Global Select W SEK Swedish Coeli Global Select 15/02/19
KIID Coeli Likviditetsstrategi I SEK English Coeli Likviditetsstrategi 15/02/19
KIID Coeli Likviditetsstrategi I SEK Swedish Coeli Likviditetsstrategi 15/02/19
KIID Coeli Likviditetsstrategi R SEK English Coeli Likviditetsstrategi 15/02/19
KIID Coeli Likviditetsstrategi R SEK Swedish Coeli Likviditetsstrategi 15/02/19
KIID Coeli Likviditetsstrategi R-D SEK English Coeli Likviditetsstrategi 15/02/19
KIID Coeli Likviditetsstrategi R-D SEK Swedish Coeli Likviditetsstrategi 15/02/19
KIID Coeli Mix F SEK English Coeli Mix 15/02/19
KIID Coeli Mix F SEK Swedish Coeli Mix 15/02/19
KIID Coeli Mix I SEK English Coeli Mix 15/02/19
KIID Coeli Mix I SEK Swedish Coeli Mix 15/02/19
KIID Coeli Mix R SEK English Coeli Mix 15/02/19
KIID Coeli Mix R SEK Swedish Coeli Mix 15/02/19
KIID Coeli Mix W SEK English Coeli Mix 15/02/19
KIID Coeli Mix W SEK Swedish Coeli Mix 15/02/19
KIID Coeli Nordic Corporate Bond Fund I EUR English Coeli Nordic Corporate Bond Fund 15/02/19
KIID Coeli Nordic Corporate Bond Fund I EUR german Coeli Nordic Corporate Bond Fund 15/02/19
KIID Coeli Nordic Corporate Bond Fund I SEK English Coeli Nordic Corporate Bond Fund 15/02/19
KIID Coeli Nordic Corporate Bond Fund I SEK Swedish Coeli Nordic Corporate Bond Fund 15/02/19
KIID Coeli Nordic Corporate Bond Fund I-D SEK English Coeli Nordic Corporate Bond Fund 15/02/19
KIID Coeli Nordic Corporate Bond Fund I-D SEK Swedish Coeli Nordic Corporate Bond Fund 15/02/19
KIID Coeli Nordic Corporate Bond Fund R EUR English Coeli Nordic Corporate Bond Fund 15/02/19
KIID Coeli Nordic Corporate Bond Fund R EUR german Coeli Nordic Corporate Bond Fund 15/02/19
KIID Coeli Nordic Corporate Bond Fund R SEK English Coeli Nordic Corporate Bond Fund 15/02/19
KIID Coeli Nordic Corporate Bond Fund R SEK Swedish Coeli Nordic Corporate Bond Fund 15/02/19
KIID Coeli Nordic Corporate Bond Fund R-D SEK English Coeli Nordic Corporate Bond Fund 15/02/19
KIID Coeli Nordic Corporate Bond Fund R-D SEK Swedish Coeli Nordic Corporate Bond Fund 15/02/19
KIID Coeli Potential F SEK English Coeli Potential 15/02/19
KIID Coeli Potential F SEK Swedish Coeli Potential 15/02/19
KIID Coeli Potential R SEK English Coeli Potential 15/02/19
KIID Coeli Potential R SEK Swedish Coeli Potential 15/02/19

Annual and Semi-Annual Reports

Name Updated
Coeli Sicav II Annual Report 2017 18/03/19
Coeli SICAV I Annual report 2017 18/03/19
Coeli SICAV I Semi-annual Report 30 Jun 2019 10/09/19
Coeli SICAV II Semi-annual Report 30 Jun 2019 10/09/19
Coeli Sicav I Annual Report 2018 10/09/19
Coeli Sicav II Annual Report 2018 10/09/19
Annual Reports 2017 Swedish Funds 25/06/18
Coeli SICAV II Annual Report 31 Dec 2017 25/06/18
Coeli SICAV I Annual Report 31 Dec 2017 25/06/18
Coeli SEF SICAV I Annual Report 2017 25/06/18
Coeli SICAV I Semi-annual Report 30 Jun 2017 06/12/17
Coeli SICAV II Semi-annual Report 30 Jun 2017 06/12/17
Halvårsberättelser svenska fonder 2017 06/12/17
Annual Reports 2016 Swedish Funds 25/06/18
Coeli SICAV II Annual Report 31 Dec 2016 18/05/18
Coeli SICAV I Annual Report 31 Dec 2016 18/05/18
Coeli SICAV II Annual Report 31 Dec 2015 06/12/17
Ekvator Global Megatrend Halvårsberättelse 2015 06/12/17
Select Sverige, årsberättelse 2015 06/12/17
Ekvator Likviditetsstrategi Halvårsberättelse 2015 06/12/17
Spektrum, årsberättelse 2015 06/12/17
Coeli SICAV I Semi-annual Report 30 Jun 2015 06/12/17
Coeli Sicav II Semi-annual Report 30 Jun 2015 06/12/17
Coeli Multistrategi, årsberättelse 2015 06/12/17
Ekvator Global Megatrend, årsberättelse 2015 06/12/17
Ekvator Likviditetsstrategi, årsberättelse 2015 06/12/17
Norrsken Halvårsberättelse 2015 06/12/17
Ekvator Total, årsberättelse 2015 06/12/17
Select Brasilien Halvårsberättelse 2015 06/12/17
Norrsken, årsberättelse 2015 06/12/17
Select Sverige Halvårsberättelse 2015 06/12/17
Coeli SICAV I Annual report 31 Dec 2015 Germany 06/12/17
Spektrum Halvårsberättelse 2015 06/12/17
Coeli SICAV I Annual report 31 Dec 2015 – Switzerland final 06/12/17
Ekvator Total Halvårsberättelse 2015 06/12/17
Coeli SICAV I Annual Report 31 Dec 2015 06/12/17
Coeli Multistrategi Halvårsberättelse 2015 06/12/17
Coeli SICAV I Semi Annual Report 30 June 2014 06/12/17
Spektrum, årsredovisning 2014 06/12/17
Coeli SICAV I Annual Report 24 Jan-31 Dec 2014 06/12/17
Coeli SICAV II Annual Report 6 Mar-31 Dec 2014 06/12/17
Ekvator Absolut, årsredovisning 2014 06/12/17
Ekvator Global Megatrend, årsredovisning 2014 06/12/17
Ekvator Likviditetsstrategi, årsredovisning 2014 06/12/17
Ekvator Total, årsredovisning 2014 06/12/17
Ekvator Trygghet, årsredovisning 2014 06/12/17
Norrsken, årsredovisning 2014 06/12/17
Select Brasilien, årsredovisning 2014 06/12/17
Select Sverige, årsredovisning 2014 06/12/17

Fact sheet

Name Updated
Fact Sheet Coeli Absolute European Equity 18/03/19
Fact Sheet Coeli Altrua Macro 18/03/19
Fact Sheet Coeli Likviditetsstrategi 18/03/19
Fact Sheet Coeli Global Select (R EUR) 18/03/19
Fact Sheet Coeli Nordic Corporate Bond 18/03/19
Fact Sheet Coeli Frontier Markets 18/03/19

Prospectus

Name Updated
Coeli SICAV I Prospectus (Switzerland) 29/01/19
Coeli SICAV I Prospectus (UK) 29/01/19
Coeli SICAV I Prospectus (DE) 29/01/19
Coeli Sicav I Prospectus 18/03/19
Prospectus Coeli Sicav II 18/03/19

Miscellaneous

Name Updated
Trading Calendar 2019 18/03/19
UK Tax Reporting Frontier Markets 18/03/19
Articles of incorporation Coeli SICAV I 18/03/19
Addendum prospectus Coeli SICAV I 18/03/19
Coeli SICAV I Notice to shareholders 18/03/19

porträttbild man

Alexander Larsson Vahlman

Senior Analyst Coeli Likviditetsstrategi & Coeli Nordic Corporate Bond Fund

  • Worked at Coeli since 2018
  • Worked in the finance sector since 2014
  • MSc from Rotterdam School of Management and Bachelor from Mercyhurst University

Alexander Larsson Vahlman is Senior Analyst for the funds Coeli Likviditetstrategi and Coeli Nordic Corporate Bond Fund. Before Coeli, Alexander worked at Danske Bank with business funding and och business analysis.

Portfolio Manager Gustav Fransson

Gustav Fransson

Portfolio Manager Coeli Likviditetsstrategi & Nordic Corporate Bond Fund

  • At Coeli since 2009
  • More than 10 years in the industry

Gustav has more than 10 years’ experience from the financial industry from various roles within asset management and corporate banking. Prior to joining Coeli in 2008 he worked as a real estate finance analyst at Royal Bank of Scotland, Nordic Branch.

Portfolio Manager Henrik Milton

Henrik Milton

Portfolio Manager Global Select

  • At Coeli since 2016
  • More than 17 years in the industry
  • Master of Science in Finance from Lund University

Henrik Milton has extensive experience from analyzing equity and portfolio management. Previously, Henrik has worked as portfolio manager at Capinordic Asset Management responsible for the Global Opportunities fund and the BRICA fund until 2010. Both of the funds were given top ratings (five stars) by Morningstar.

porträttbild man

Andreas Brock, CFA

Portfolio Manager Coeli Global Select

  • At Coeli since 2014
  • More than 10 years in the industry
  • MBA at London Business School, Bachelor degree from Lund University and is a CFA Charter holder

Andreas has long experience of equity research and investments and invested globally during his time with Capital Group in London, but his formative years as an investor dates back to his days with ABB’s M&A department in China. Andreas is a CFA Charterholder.

Portfolio Manager James Bannan

James Bannan

Portfolio Manager Coeli Frontier Markets

  • At Coeli since 2017
  • More than 12 years in the industry
  • Chartered Accountant (CA) from the Institute of Chartered Accountants, Australia

James Bannan has been investing in Frontier Markets for over 10 years, including as co-lead at BankInvest’s global Frontier Markets listed equities funds from May 2011. Prior to that James lived in Ho Chi Minh City, Vietnam for 5 years, working for BankInvest’s Private Equity New Markets funds, which was rated as the best performing fund in Asia with 2006 – 2010 vintage by Prequin, generating returns of over 50%. Before his time in Vietnam, he worked with M&A at KPMG in Sydney and Copenhagen, where he completed several deals in several in Frontier Markets. In 2018 Coeli Frontier Markets was awarded the prestigious Thomson Reuters Lipper Fund Award for best fund in its category.

Portfolio Manager Hans-Henrik Skov

Hans-Henrik Skov

Portfolio Manager Coeli Frontier Markets

  • At Coeli since 2014
  • More than 12 years in the industry
  • Holds a Master of Science in Finance from Copenhagen Business School, graduating as top two of his class

Having managed listed equities in global Frontier Markets since May 2007, Hans-Henrik Skov has one of the longest experiences in this investment universe. He was at BankInvest Asset Management from May 2007 to February 2014, as co-lead on BankInvest’s Frontier Markets listed equities funds. Hans-Henrik previously worked at Barclays Capital and at JP Morgan, both in London. In 2018 Coeli Frontier Markets was awarded the prestigious Thomson Reuters Lipper Fund Award for best fund in its category.

Man med vit bakgrund

Namik Immelbäck

Portfolio Manager Coeli Altrua Makro

  • Joined Coeli in 2018
  • 12 years of experience in global macro investing
  • BSc London School of Economics, MSc Bocconi

Namik Immelbäck is portfolio manager of Coeli Altrua Macro and responsible for investment strategy and research. Over the last 12 years Namik has held various roles as economist, investment strategist and trader at well-known global macro hedge funds such as Comac Capital, Tudor and Millennium in London and New York.

Mikael Petersson

Portfolio Manager Coeli Absolute European Equity

  • Joined Coeli in 2018
  • More than 25 years of  experience in finance industry
  • BSc from Lunds University

Mikael Petersson is the responsible portfolio manager for Coeli Absolute European Equity and has many years of experience in portfolio management. Mikael has been an employee for some of the most successful hedgefund coorporations in Europe, such as Lansdowne Partners and Kairos Investment Management in London. He has also started his own business i Zug, where Coeli previously was an investor.

porträtt man

Erik Lundkvist

Portfolio Manager Strategy Funds

  • At Coeli since 2004
  • More than 15 years in the industry
  • Erik holds a M.Sc. in Economics from Örebro University and CEFA from Stockholm School of Economics

Erik is responsible for Coeli Asset Management Solutions products and has 10 years of experience from asset management in roles such as Portfolio Manager, manager selector and economist.

Joel Etzler

Portfolio Manager Coeli Energy Transition

  • Joined Coeli in 2019
  • More than 13 years of  experience in the industry
  • MSc from the Royal Institute of Technology

Joel Etzler is Portfolio Manager and Founder of the Coeli Energy Transition fund and has more than 13 years in the industry, with investment experience from both the public and private equity side. Etzler joined Kalvoy at Horizon Asset in London in 2012 and spent five years before that within Private Equity at Morgan Stanley. Etzler started his investment career within the technology sector at Swedbank Robur in Stockholm, 2006.

Vidar Kalvoy

Portfolio Manager Coeli Energy Transition

  • Joined Coeli in 2019
  • More than 20 years in the industry
  • MBA from IESE, MSc from Norwegian School of Economics and Business Adm.

Vidar Kalvoy is the lead Portfolio Manager and Founder of Coeli Energy Transition. He has more than 20 years’ experience from portfolio management and equity research. For nine years, he was responsible for the energy investments at Horizon Asset in London, a market neutral hedge fund. Kalvoy also has experience from energy investments at another hedge fund in London and equity research within the technology sector in Frankfurt and Oslo.

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