The fund suits those who want to achieve a little more than what a traditional Swedish fund offersFor decades the Swedish equity market has experienced strong growth and has outperformed most equity markets globally. This is partly due to Swedish companies being generally well managed and competitive, which has propelled their growth on the world markets. Lannebo Sverige Flexible is a suitable alternative if you want to save in a fund that has exposure to Swedish companies, but also has the ability to invest in good quality companies in other Nordic countries.
Investment PolicyLannebo Sverige Flexibel is an actively managed equity fund that primarily invests in the Swedish equity market as well as in the other Nordic countries. Lannebo Sverige Flexible is a special fund that allows for the opportunity to concentrate holdings to a smaller number of companies compared to a traditional equity fund. The fund is also able to invest up to 25 per cent of the fund’s assets in fixed income securities.
Management StyleWe invest in companies where we see there is a great potential to grow profits and increase dividends over time, which we find in companies that have good sales growth and strong cash flows. We focus investments to quality companies where we can evaluate future growth and that have attractive valuations. The goal is that the fund, while taking a balanced approach to risk, should provide a better return than similar funds.
The fund is suitable for those who
• want to achieve a little more than what a traditional Swedish fund offers
• want an actively managed fund
• would like to take advantage of the investment opportunities offered by our Nordic neighbours
Minimum investment in the fund is 100 Swedish kronor.
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.
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