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Catella Småbolagsfond

Invests in Swedish small sized companies and focuses on finding undervalued companies. Genuine stock picking, in other words.

Fund manager comment

The year closed with strong economic data, a strong global economic climate and generally rising stock markets worldwide. Furthermore, US tax reforms were approved and the labour market is stable. The Fed upped interest rates by 0.25 %, as expected. This means continued good conditions for equity performance. However, after many years of low interest rates and rising stock markets it will be important to look out for changes in market drivers.

While large caps were down on the Stockholm stock exchange in December, small caps were slightly up and the Carnegie Small Cap Index closed 0.38 % higher. The fund had a good end to the year and gained 1.55 % in December. The main strength came from the fund’s holdings in commodities and healthcare. Commodities rose at the end of the year due to strong demand and a weaker US dollar. The best contributions came from Outotec, Lundin Mining and SSAB. Troax, Note and Trelleborg made negative contributions to the fund.

The main strength came from the fund’s holdings in commodities and healthcare.
Henrik Holmer, 2017-12-31

Fund Facts

Risk Indicator

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.

Fact

Catella Småbolagsfond invests in Swedish small caps and focuses on finding undervalued companies. Genuine stock picking, in other words.

The fund is intended for investors seeking exposure to Swedish small caps, with a higher expected return than the Swedish stock market indices and who have an investment horizon of at least five to seven years. The fund is permitted to use derivatives and the net asset value of the fund may fluctuate considerably.

Historical development

Fund manager

Sweden

Henrik Holmer

Fund manager
Direct: +46 8 614 25 28
Sweden

Martin Nilsson

Fundmanager
Direct: +46 8 614 25 64

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.

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