Now we take the next step within sustainability!

"The basis of our investment philosophy and process lies in the belief in a connection between a sustainable business model and the stamina of the company's profitability and growth. We seek long-term good returns by actively including the sustainability criteria in our selection process, thus finding companies whose long-term profitability and competitiveness are underestimated by the market".

In 2009, Catella signed the UN's sustainable investment principles and since then has increased focus on sustainability issues in all our funds. Now we take yet another step in Catella Reavinstfond. The fund was started in 1998 with the ambition of providing a long-term return that exceeds the general stock exchange (SIX RX). Since its inception, the fund has generated over 9.72 per cent in average annual return as of March 31, 2017. We are now implementing changes aimed at developing the fund, with the ambition of increasing the return for our clients. Since the autumn of 2016, the fund has been managed by a new and expanded team consisting of three experienced fund managers: Anna Strömberg, Henrik Holmer and Henrik Gripenvik. The investment direction will be partially modified by giving sustainability criteria a clearer position next to financial analysis in the investment process.

Read about Catella Sverige Aktiv Hållbarhet.

Client name change (pdf).

Important information
Investments in fund units are associated with risk. Historical returns are no guarantee of future returns. The money invested in the fund can both increase and decrease in value and it is not certain that you will get back the full amount invested. Inflation is not taken into account. Catella Balanserad, Catella Credit Opportunity and Catella Hedgefond are special funds under the Alternative Investment Fund Managers Act (2013:561 - LAIF). Catella Sverige Aktiv Hållbarhet and Catella Småbolagsfond are permitted to use derivatives, and the value of the funds may vary significantly over time. The value of Catella Sverige Index may fluctuate significantly over time. Catella Avkastningsfond is permitted to use derivatives and to have a larger proportion of the fund invested in bonds and other debt securities issued by individual government and municipal authorities and within the EEA than other mutual funds, in accordance with Ch. 5, Section 8 Mutual Funds Act (2004:46). Catella Nordic Long Short Equity and Catella Nordic Corporate Bond Flex are permitted to use derivatives and to have a larger proportion of the funds invested in bonds and other debt securities issued by individual government and municipal authorities and within the EEA, than other mutual funds. For more information, a complete prospectus, fund fact sheet, annual report and semi-annual report, please visit our website catella.se/fonder or call us at +46 8-614 25 00.