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Catella Sverige Hållbart Beta A

On 3 September 2018, Catella Fondförvaltning AB received permission from the Swedish Financial Supervisory Authority to change the fund’s name to Catella Sverige Hållbart Beta from 17 September 2018 and to amend the fund rules to reflect and clarify the fund’s investment policy, which will take into account sustainability criteria in identifying sustainable investments/companies. In future, fund assets may not be invested in companies that violate any of the 10 principles of the UN Global Compact. These changes will not affect the fund’s overall return target.

Catella Sverige Hållbart Beta A is an index fund that invests in companies listed on Nasdaq Stockholm.

The fund aims to reflect the return of the SIXRX index, which is weighted according to each company's market capitalisation. It comprises all companies listed on OMXS and is calculated including dividends. As a result, this fund is more diversified than index funds that reflect the OMXS30 and invest only in the 30 largest companies traded on Nasdaq Stockholm.

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 Sverige Hållbart Beta is an index tracker fund that invests in companies listed on the Stockholm Stock Exchange (OMXS). Unlike most other index funds, you have the potential to participate in the upswings of even small companies.

The fund is managed by Henrik Holmer and should reflect the returns of the SIXRX index. This is a broad stock index that consists of all companies listed on OMXS, and is calculated including dividends.

If you are seeking a fund with exposure to the entire Stockholm Stock Exchange, this is the fund for you. 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

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 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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