Lannebo Mixfond

A balanced fund for you who do not want to allocate your savings between equities and fixed income depending on the market situation.
Open for tradeDaily
Management fee1,6%
+ 12 mer
Risk profile
5
Since start
193,28%
Previous day
-0,23%
This year
9,45%
5 Years
53,30%
Overview

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

Management style

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.

Monthly reports

Mer

Sustainability

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.

Exclusion
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).

Awards

Prospera Fund Advisors
2020

Lannebo högst rankade fondbolag i Sverige av fondrådgivare.

Risk Indicator (SRRI)

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Fund performance

Vanliga frågor om Lannebo Mixfond

Vad är en blandfond?

En blandfond är en fond som investerar i både aktier och räntebärande värdepapper. Fördelningen mellan aktier och räntepapper skiljer sig mellan olika blandfonder och styrs ofta av marknadsläget.

Varför investera i en blandfond?

Att investera i en blandfond passar bra för de som inte själv vill bestämma hur besparingarna ska fördelas mellan aktier och räntebärande värdepapper. Förvaltarna för en aktiv förvaltad blandfond bestämmer allokering mellan aktier och räntor utifrån marknadsläget. En blandfond har vanligtvis högre risk än räntefonder men lägre risk än aktiefonder. Det kan därför vara ett bra alternativ för sparande på medellång sikt, det vill säga 3-5 år.

Var kan man köpa Lannebo Mixfond?

Lannebo Mixfond finns tillgänglig via flertalet banker, försäkringsbolag och nätmäklare. Här finns en fullständig lista över var du kan köpa Lannebo Mixfond.

Går det att månadsspara i Lannebo Mixfond?

Ja, det går att månadsspara i fonden. Antingen via din bank eller som direktkund hos Lannebo.

Finns Lannebo Mixfond i PPM?

Ja, Lannebo Mixfond finns i PPM. Här finns en lista över samtliga Lannebos fonder i PPM.

Passar Lannebo Mixfond på ett investeringssparkonto, ISK?

Ja, Lannebo Mixfond är en blandfond som investerar i både aktier och räntebärande värdepapper. Det innebär att fonden har hög risk. Historiskt har det varit lönsamt att ta hög risk för långsiktigt sparande. Insvesteringssparkonto, ISK, är en sparform som lämpar sig väl för sparande i aktiefonder och blandfonder.

Går det att placera tjänstepensionen i Lannebo Mixfond?

Det beror på vilken leverantör du har av din tjänstepension. Här kan du se vilka fonder som finns hos respektive tjänstepensionsleverantör. Lannebo Fonder tjänstepension.

Basic fund facts

Start date2000-08-04
Bankgiro5563-4612
ISINSE0000740706
Open for tradeDaily
Management fee1,6%

Risk information

Past performance is no guarantee of future returns. The money you invest in a fund can both increase and decrease in value and it is not certain that you will get back the full amount invested.