Mixfond Offensiv

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 Offensiv is suitable for those who prefer to have a professional make these investment decisions on their behalf. The fund managers decide the fund’s weighting in equities at any given time based on their prevailing view of the stock market. The management strategy of the fund is centred on the same strategy as our highly regarded Lannebo Mixfond, but with a higher weighting on equity holdings.

Investment policy

Lannebo Mixfond Offensiv is an actively managed mixed fund. The allocation to listed equities amounts to between 50 and 100 per cent of the assets, while the allocation in interest-bearing securities cannot exceed 50 per cent of the assets. Over time, at least 50 per cent of the fund's assets will be invested in Sweden, while the remaining 50 per cent may be invested globally.

Management style

The fund is managed on the basis of Lannebo Fonder's investment philosophy of active management. This means that we focus on fundamental corporate analysis and the valuation of shares of companies whose business models we understand. We determine the weighting between equities and fixed income securities based on our prevailing view of the equity markets – and thereafter we select the companies to invest in. 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. The fund's fixed income investments are primarily made in corporate issued interest-bearing securities, such as bonds and certificates, predominately with floating interest rates.

The fund is suitable for those who

  • want an actively managed fund with a flexible investment strategy that includes equities and fixed income securities
  • prefer to have their savings allocated between equities and fixed income by a professional

Other

As of June 1, 2018, Lannebo Sverige Flexibel changed name to Lannebo Mixfond Offensiv. In connection with the name change, the fund was converted from a special fund to a mutual fund.

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
201.57
Previous day
-0.22%
Year to date
18.90%
5 years
76.49%

Fund facts

Inception date
2013-05-16
ISIN
SE0005034949
NAV
Daily
Fixed fee
1.6%

Risk/return profile

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