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 Mix

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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 & Marjan Stefanovski

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

Swing factor

Not applicable
Risk & Reward Profile
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Portfolio Manager

Erik Lundkvist

Portfolio Manager

erik.lundkvist@coeli.se
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Marjan Stefanovski

Portfolio Manager

marjan.stefanovski@coeli.se

Sustainability Related Disclosures

Key Investor Information

Hem Our funds Strategy funds Coeli Mix