Sustainable Corporate Bond SEK

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. Nordic Companies are also at the forefront of the growing market of Green Bonds – Bonds that are specifically targeting environmental or social issues.  

Lannebo Sustainable Corporate Bond invests in Green Bonds, corporate bonds from issuers that are producing environmental solutions or from companies that themselves are graded as highly sustainable. The fund primarily invests in FRN-loans which makes the fund’s performance less dependent on changing market rates.  

Investment policy

Lannebo Sustainable Corporate Bond fund is an actively managed fixed income fund that primarily invests in corporate bonds from issuers in the Nordic region. The fund invest in both investment grade and high yield bonds but the average credit score must be at least investment grade, BBB-.

Management style

Each investment is evaluated individually both in terms of financial stability and sustainability, 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, sustainable 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 to invest sustainably in a better future.
  • Want exposure to Nordic green corporate bonds.
  • Want an actively managed fund where a thorough company analysis creates long-term returns.
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
99.08
Previous day
0.06%
Year to date
-
Since start
-0.92%

Fund facts

Inception date
2020-02-18
Starting price
100
Bankgiro
5441-9569
ISIN
SE0013646866
NAV
Daily
Fixed fee
0.9%

Risk/return profile

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