Lannebo Mixfond - Actively managed balanced fund
It is not easy to know when to enter the stock market and when it’s time to get out. Lannebo Mixfond is suitable for those who prefer to have a professional make these investment decisions on their behalf. The portfolio managers decide the fund’s weighting between equities and fixed income regularly depending on prevailing market conditions.
Lannebo Mixfond is an actively managed fund that invests in Swedish equities and fixed-income securities. Investments are also made beyond Sweden’s borders when attractive opportunities are identified. The fund may invest up to 100 per cent in equities but can also exit the equity market entirely, which is unusual for a multi-asset fund. More than 35 per cent of the fund’s assets can be invested in fixed income securities and other debt instruments issued or guaranteed by a state or local government in the Nordic countries.
The fund is suitable for those who
- want an actively managed fund which includes a flexible investment mandate including both equities and fixed income securities
- prefer to have their savings allocated between equities and fixed income by a professional based on prevailing market conditions
Depending on our market assessment, we determine the fund’s allocation of assets between equities and fixed income securities, and thereafter we carefully select from our investment universe. A characteristic typical of a company we would select is its ability to increase sales, either organically or through acquisitions. The quality of the company’s balance sheet is also a priority. A company with a strong balance sheet and good cash flow allows for high dividends and poses a low corporate bond credit risk. The goal of the fund is to generate good returns over time by actively managing asset allocations between equities and fixed income securities.
Lannebo Mixfond conducts genuine active management with focus on long-term, profitability and sustainability. The funds managers choose holdings on the basis of a thorough company analysis. The managers assess factors such as the company’s business model, market position, growth opportunities and risks. How a company takes responsibility towards people, environment and society also affect its future growth. Therefore, before making an investment the portfolio managers complete an internal company sustainability analysis. The managers analyse and assess various areas of sustainability and review whether there have been previous sustainability incidents. The managers then rate the company based on the results of the analysis. The internal analysis also includes a rating from an external sustainability service provider. Lannebo’s active management means that our managers develop a deep knowledge of each holding, which we believe is a prerequisite for being able to integrate sustainability into the investment process. We are long-term investors and our task is to invest in companies that will be profitable and deliver to our fund investors a good return over time at a reasonable risk. The managers also meet with company managements regularly to monitor developments and discuss sustainability.
Lannebo Mixfond does not invest in companies that violate international conventions or in companies that produce and/or distribute controversial weapons. The fund also refrains from investing in companies in which more than 5 per cent of the company’s turnover comes from the production and/or distribution of tobacco, cannabis, alcohol, weapons, gambling or pornography. The fund also refrains from investing in companies in which more than 5 per cent of the company’s turnover comes from extracting of fossil fuels (coal, oil and gas).
Lannebo högst rankade fondbolag i Sverige av fondrådgivare.
Risk Indicator (SRRI)
Basic fund facts
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