Likviditetsfond SEK C

The fund suits those 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. 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. 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. 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

Subscriptions of SEK C, unit classes are available through a distributor, who has entered into an agreement with the fund company, providing investment advice on an independent basis or portfolio management to a customer and, consequently, may not receive and retain compensation from the fund company but is paid directly by the customer.

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
0.00%
Year to date
1.15%
Since start
0.72%

Fund facts

Inception date
2018-10-30
ISIN
SE0010662809
NAV
Daily
Fixed fee
0,1%

Risk/return profile

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