Corporate Bond (A)

The fund suits those who want to achieve higher returns than that of traditional fixed income funds but at a lower risk than equity funds

Companies seeking financing have traditionally have looked to conventional bank loans. Now many companies turn to the capital markets to fund their business, which has increased the potential to invest in corporate bonds. A corporate bond fund is an alternative to savings in a traditional fixed income fund. The fund is suited for those who are willing to take a little more risk than that of a traditional interest bearing savings but that do not want to invest in the equity market. 

Investment policy

Lannebo Corporate Bond fund is an actively managed fixed income fund that primarily invests in corporate bonds from issuers in the Nordic region, with an emphasis on Sweden. The average maturity of the fund’s holdings is normally 3-5 years, but may at times deviate from this range. The lowest average credit quality of the holdings is investment grade. Investments in foreign currencies are always hedged. 

Management Style

Each investment is evaluated individually and we invest only in bonds issued by companies we are familiar with. We build a balanced fund of corporate bonds from various industries, geographic regions and varying risk profiles. Investments are made in corporate bonds issued by stable companies with strong balance sheets. The aim of the fund is to generate stable returns over time.  

The fund is suitable for those who

• want a higher return than traditional fixed income funds but at a lower risk than equity funds
• want exposure to corporate bonds with low to medium risk
• want an actively managed fund where a thorough company analysis creates long-term returns

Dividends

Lannebo Corporate Bond fund is available in two unit classes, class A and class B. Unit class A is a non-distributing unit class, while unit class B pays-out a dividend each year in January. The dividend is payable unless dividend reinvestment in new units has been requested. Class B units are primarily offered in order to cater to the needs of institutional investors requiring a dividend pay-out.  

Other

Minimum investment in the fund is 100 Swedish kronor.

More than 35 per cent of the fund's assets can be invested in fixed income securities and other debt instruments issued or guaranteed by a state or local government in the Nordic countries. 

Risk Information: Past performance is no guarantee of future returns. The money you invest in a fund can both increase and decrease in value and it is not certain that you will get back the full amount invested.

Return

NAV
115,77
Previous Day
0,02%
Start of the year
2,13%
Since start
15,77%

Fund facts

Inception date
2012-09-10
Starting price
100,00 SEK
Bankgiro
303-5318
ISIN
SE0004750396
NAV
Daily
Fixed fee
0,9%

Risk/return profile

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