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Catella Balanserad

Investments in fund units are associated with risk. Past performance is no guarantee for 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.

Catella Balanserad is a broad fund-of-funds that invests in a selection of Catella funds and external funds, offering active tactical allocation among equity, fixed income and hedge funds.

The fund offers active tactical allocation between equity, fixed income and hedge funds. The fund is suitable for those who want an actively managed fund portfolio without having to manage the individual fund investments themselves. In the neutral position, 50% of the fund's net asset value is invested in Swedish and foreign equity funds, 25% in hedge funds and the remaining 25% in Swedish fixed income funds. The fund's actual composition fund is continuously adjusted according to Catella's assessment of the current market conditions, and depending on our opinion of the market, the shareholding may vary from a minimum of 35% to a maximum of 65%. In the normal situation, we have approximately: 30% of the shareholding in Nordic equities and 70% in Global. We can vary the distribution between regions depending on our market beliefs, but we can also vary between small company funds and index funds. The risk level in the fund is lower than in equity funds and higher than in fixed income funds. All funds in which we invest follow our sustainability criteria.

 

The art of cherry picking

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 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, 25% in hedge funds and the remaining 35% 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.

Historical development

Fund manager

Sweden

Henrik Holmer

Fund manager
Direct: +46 8 614 25 28
Sweden

Anders Wennberg

Fund manager
Direct: +46 8 614 2560

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 Hållbart Beta 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 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.com/funds 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