Catella Balanserad is a fund-of-funds that invests in a selection of both Catella's own funds and external funds. Active management for those who do not want to have to take care of the individual investments.
Catella Balanserad is the collective name for Catella Fonder's management service. Balanserad started back in 2005 and has now become selectable with several providers. By investing in Catella Balanserad you obtain a risk-controlled investment in funds with active and professional management.
The art of cherry picking
The risk and reward indicator illustrates the link between risk and potential returns from an investment in the fund. The indicator is based on how the fund’s value has changed over the past five years. Category 1 does not mean that the fund is risk free. The fund may over time move towards the left or right of the scale. This is because the indicator is based on historical data which is not a guarantee of future risk and reward. For information about the risk classification of each fund, please refer to the fund’s key investor information document.
Catella Balanserad is a broad fund-of-funds that invests in a selection of both Catella’s own funds and external funds. The fund is suitable for investors seeking an actively managed fund portfolio without having to deal with the individual fund investments.
Typically, 50% of the fund’s net asset value is invested in Swedish and international equity funds, 20% in hedge funds and the remaining 30% in Swedish fixed-income funds.
The fund's actual composition is continuously adapted according to Catella’s assessment of the current market situation. The risk level of the fund should be lower than that of equity funds and higher than that of fixed-income funds.