High Yield Allocation

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

Companies seeking financing have traditionally 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 and 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 stock market. 

Investment Policy

Lannebo High Yield Allocation is an actively managed fixed income fund that primarily invests in high yield corporate bonds predominantly from issuers in the Nordic region. High-yield bonds are securities issued by companies with a lower credit rating. The average maturity of the fund’s holdings is 3-5 years, but may at times deviate from this range. Investments in foreign currency are always hedged. 

Management Style 

Investments are individually evaluated, 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. We avoid securities issued by companies for a specific project and companies with excessive debt. 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 and who are willing to take on a slightly higher risk
• want an actively managed fund where a thorough company analysis creates long-term returns
• want a well-diversified fund of corporate bonds

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
112.99
Previous Day
0.01%
Start of the year
4.92%
Since start
12.99%

Fund facts

Inception date
2015-01-30
Starting price
100,00 SEK
Bankgiro
584-9369
ISIN
SE0006421855
NAV
Daily
Fixed fee
0,9%

Risk/return profile

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