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
Risk & Reward Profile
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7
Portfolio Manager

Erik Lundkvist
Portfolio Manager


