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.
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 B is an index tracker fund that invests in companies listed on the Stockholm stock exchange.
The fund aims to mirror the returns of the SIXRX index. The SIXRX index is weighted according to each company’s market capitalisation, includes all companies listed on the Stockholm stock exchange and is calculated including dividends. This means that the fund is more diversified than index funds that track the OMXS30 index and invest only in the 30 largest companies on the Stockholm stock exchange. Fund assets may not be invested in companies that violate any of the 10 principles of the UN Global Compact.
The fund that provides mirrored returns
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 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.