The fund suits those who prefer to have their savings allocated between equities and fixed income by a professional based on prevailing market conditions
It is not easy to know when to enter the stock market and when it’s time to get out. Lannebo Mixfond is suitable for those who prefer to have a professional make these investment decisions on their behalf. The portfolio managers decide the fund’s weighting between equities and fixed income regularly depending on prevailing market conditions.
Lannebo Mixfond is an actively managed fund that invests in Swedish equities and fixed-income securities. Investments are also made beyond Sweden's borders when attractive opportunities are identified. The fund may invest up to 100 per cent in equities but can also exit the equity market entirely, which is unusual for a multi-asset fund. 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.
Depending on our market assessment, we determine the fund’s allocation of assets between equities and fixed income securities, and thereafter we carefully select from our investment universe. A characteristic typical of a company we would select is its ability to increase sales, either organically or through acquisitions. The quality of the company’s balance sheet is also a priority. A company with a strong balance sheet and good cash flow allows for high dividends and poses a low corporate bond credit risk. The goal of the fund is to generate good returns over time by actively managing asset allocations between equities and fixed income securities.
The fund is suitable for those who
- want an actively managed fund which includes a flexible investment mandate including both equities and fixed income securities
- prefer to have their savings allocated between equities and fixed income by a professional based on prevailing market conditions
- Previous day
- Year to date
- 5 years
- Inception date
- Fixed fee
- PPM nr.