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17 January 2019, Sweden | Mutual Funds | News

Information regarding changes of portfolio management responsibility

Catella has during recent years gradually developed its portfolio management with increased focus on sustainability and absolute return strategies. The performance outcome in 2018 did not live up to our expectations and we are not satisfied, especially in the case of the fund Catella Nordic Long/Short Equity. Therefore, we will carry out a number of changes in our portfolio management by reallocating resources within the portfolio management team.

Catella Nordic Long Short Equity

Martin Nilsson and Ola Mårtensson will hand over the portfolio management of Catella Nordic Long Short Equity to the portfolio managers of Catella Hedgefond.

Catella Hedgefond

The fund will be managed by Thomas Elofsson, Stefan Wigstrand, Martin Jonsson and Anders Wennberg.

Martin Nilsson will focus on long only management in Catella Småbolagsfond (domestic small-cap equities) and will hand over his mandate in Catella Hedgefond to the team above.

Ola Mårtensson will focus on the portfolio management of Catella Balanserad and the ICA funds.

The funds target returns and risk profiles remain unchanged. Catella's ambition within the portfolio management of hedge funds is to construct a diversified portfolio, with low correlation to underlying markets and to ensure a high level of flexibility by investing in assets with good liquidity.

The team will intensify the efforts of:
- Increasing gross exposure
- Increasing the sector diversification
- Limiting the correlation to underlying markets

 

For additional information, please refer to our sales representatives:

Carl Berg, mail or +46 706-34 20 43
Fabian Briem, mail  or +46 730-43 10 28
Peter Elmhorn, mail or +46 722-45 71 88
Mikael Wickbom, mail or +46 708-97 14 12

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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