Likviditetsfond

The fund suits those who seek an alternative to traditional bank savings and who want to achieve a competitive return at a low risk 

Lannebo Likviditetsfond is an alternative for those who require access to their funds in the short term, but that do not want to deposit the funds in a traditional savings account. Lannebo Likviditetsfond is a low-risk fund for interest bearing savings and is a good alternative to traditional bank savings. 

Investment Policy 

Lannebo Likviditetsfond is an actively managed fixed income fund where holdings have an average maturity of 0-2 years. The fund invests in Swedish fixed-income securities primarily issued by companies, but may also include investments in debt securities issued by a state or local government, as well as in money market instruments. All investments have a high credit rating. 

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. We buy corporate bonds issued by stable companies with strong balance sheets. The fund aims to generate competitive returns over time at a low risk. 

The fund is suitable for those who

• seek an alternative to traditional bank savings
• require low risk savings

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
114,55
Previous Day
0,00%
Start of the year
0,52%
5 Y
7,65%

Fund facts

Inception date
2001-11-12
Starting price
10,00 SEK
Bankgiro
5314-9837
ISIN
SE0000865768
Fixed fee
0,2%
PPM nr.
478 313

Risk/return profile

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