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Best possible result

When executing orders on behalf of a fund or managed portfolio, management companies should take all reasonable steps to obtain the best possible result for the fund or managed portfolio on a consistent basis, taking into account price, costs, speed, likelihood of execution and settlement, size and nature of the order or any other consideration relevant to the execution of the order. 

These factors should be considered against factors such as the objectives of the fund or portfolio, investment strategy, risk profile and the nature of the transaction.

Catella Fondförvaltning AB, the Company, has internal guidelines for how the best possible result should be achieved, and for monitoring and evaluating partner companies.

The total cost includes the price of the financial instrument and the costs directly related to the execution of the transaction. In some cases, however, the nature of the portfolio transaction or the characteristics of the financial instrument or market place may affect the relative significance of the total cost. Furthermore, it may be significant whether the order, because of its size or type, in the opinion of the Company, may have a material impact on prices.

Unit holders and clients should contact the Company for additional information on the company's internal guidelines for best possible result.

Please see below for the counterparts used by the Company.

Please click here for the counterparts used by the company

Last changed: 4 December 2017

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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