Risk information

Investments in fund units are associated with risk. Past performance is no guarantee of future returns. The money invested in a fund can increase and decrease in value and it is not certain that you will get back the full amount invested. No consideration is given to inflation. The Catella Balanserad, Catella Credit Opportunity and Catella Hedgefond funds are special funds under the Swedish Alternative Investment Fund Managers Act (SFS 2013:561) (AIFM). Catella Sverige Aktiv Hållbarhet and Catella Småbolagsfond may use derivatives, and the value of the funds may vary significantly over time. The value of Catella Sverige Index may vary significantly over time. Catella Avkastningsfond may use derivatives and may have a larger proportion of the fund invested in bonds and other debt instruments issued by individual national and local authorities and within the EEA than other investment funds, in accordance with Chapter 5, Article 8 of the Swedish Investment Funds Act (SFS 2004:46). Catella Nordic Long Short Equity and Catella Nordic Corporate Bond Flex may use derivatives and may have a greater proportion of the funds invested in bonds and other debt instruments issued by individual national and local authorities and within the EEA than other investment funds. For more details, complete prospectuses, key investor information, and annual and half-yearly reports, please refer to our website at catella.se/fonder or phone +46 8 614 25 00.

Our funds

Fund name
1 day
YTD
NAV
Date
Alternative funds
-0.15
1.20
170.37
28 Apr
0.36
2.49
153.72
28 Apr
0.36
2.55
151.57
28 Apr
Equity funds
0.24
9.63
448.23
28 Apr
0.58
10.92
399.88
28 Apr
0.58
10.99
1921.88
28 Apr
0.66
7.99
572.90
28 Apr
Fixed income funds
0.01
0.51
128.36
28 Apr
0.05
3.34
108.75
28 Apr
-0.02
2.30
124.39
28 Apr
-0.02
2.30
125.62
28 Apr
Balanced funds
0.05
4.46
168.66
28 Apr

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ERIK KJELLGREN COMMENTS

Signs of spring and euphoria

The first quarter has passed, and we are once again looking forward to the early signs of spring. As always, the more positive signals like sun-drenched south-facing slopes and birdsong are interspersed with short and unexpected setbacks like icy winds and sudden snowfall. Right in the middle of this in-between period I today occupied myself with reading the Riksbank’s latest monetary policy report, released in February 2017.

Let me share a quote: “Swedish economic activity is good and expected to strengthen 

further during the forecast period, although there are risks of setbacks linked to the political uncertainty abroad. Resource utilisation is currently above its normal level according to several indicators. Over the coming years, with a growth rate faster than normal, resource utilisation is expected to rise further. Swedish GDP growth has been strong for some time”. That doesn’t sound too bad. Currently a good level of economic growth. A predicted continuation of growth and, already, a high level of resource utilisation… 

Read more here