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Message from the CEO

Catella Fonder has had a good first half of 2021. Most of our funds are at or near "all time high".

To the financial reports

Our ambition is to live up to the trust that our fund savers have given us. The trust is also to offer new and relevant products and to be at the forefront of product development. We will soon launch two unique real estate funds with exposure to listed property management companies. One is an index fund, the Catella Property Index Fund, which creates a cost-effective base exposure to the real estate sector. Our index fund follows our own industry index "NASDAQ Catella Sweden Property Index". It is the first index fund in the Swedish real estate sector. We are also launching an actively managed fund, Catella Systematic Property Fund Active, which intends to challenge the index fund in terms of management results. There is thus something for everyone. This is exactly how we intend to work in the future. We will broaden our product range, both geographically and with new verticals. Our goal is to always find something that fits with Catella Fonder.

Wishing you a pleasant summer.

Last changed: 23 June 2021
Sweden

Fredric Calles

Interim CEO
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Important 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 mutual 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 mutual 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.

Investments in funds are subject to risk. Past performance is no guarantee of future returns. The money invested in a fund can increase and decrease in value and there is no guarantee that you will get back the full amount invested. Read more here