Teknik Småbolag

This fund suits those who want to invest in growth companies globally

We are now launching our latest equity fund: Lannebo Teknik Småbolag. An equity fund that brings Lannebo's successful active management of small caps further into the world.

Small caps have been at the heart of Lannebo's operations ever since its inception in 2000. The success in this area is an important reason why Lannebo today is one of Sweden's largest independent asset managers with SEK 78 billion under management.

Lannebo Teknik Småbolag invests in technology-driven growth companies with a market capitalization of less than USD 5 billion. The fund has a thematic strategy, no geographical restrictions and has the possibility to invest anywhere in the world.

The fund manager is Johan Nilke, who previously managed Öhman Global Growth and Lannebo Vision, as well as Helen Broman, who was previously an analyst for Lannebo MicroCap I and II and Lannebo NanoCap. By combining a thematic strategy focusing on major growth trends and fundamental analysis of small caps, the fund's ambition is to provide substantial long-term returns at an acceptable risk.

Investment policy

Lannebo Teknik Småbolag is an actively managed equity fund that invests in technology-driven growth companies in the global market. The fund invests, regardless of geography, in companies based on growth themes. As of 2019 these themes are: Security, Health, Environment, Digital Content, Data Management and Resource Efficiency.

Management style

We are convinced that technological development can solve many of the world's challenges and is the key to a more sustainable future. We are investing in companies that create long-term values and, instead of focusing on the next quarter, focus on the next generation.The companies we invest in are leading, or can be expected to take a leading position, within the sectors defined by our growth themes. Within each theme,we seek companies with strong competitiveness, good growth opportunities and a modern approach to sustainability. Furthermore, we place great emphasis on risk assessment and only invest in companies with a realistic and attractive valuation. Our process is based on fundamental analysis and we do not invest incompanies with inflated valuations.

The fund compares to MSCI World Small Cap Information Technology Index. 

The fund is suitable for those who

  • Want to invest in technology-driven growth companies globally

  • See technological development as a positive force for a more sustainable world

  • Believe in genuine active management

Fund managers

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.
The fund's value can fluctuate significantly due to its composition and fund management methods used by the Fund Management Company.

Return

NAV
115.59
Previous day
-2.95%
Year to date
10.05%
Since start
15.59%

Fund facts

Inception date
2019-11-07
Starting price
100,00
Bankgiro
5393-8932
ISIN
SE0013236049
NAV
Daily
Fixed fee
1.6%

Risk/return profile

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