Lannebo Teknik Småbolag

A global fund for you who want to invest in fast-growing technology companies globally.
Open for tradeDaily
Management fee1,6%
+ 5 mer
Risk profile
6
Since start
57,51%
Previous day
-0,28%
This year
5,54%
Overview

Lannebo Teknik Småbolag - Fund with a focus on technology-driven growth companies

November 2019 we launched our latest equity fund: Lannebo Teknik Småbolag. An equity fund that brings Lannebo’s successful active management of small caps further into the world.

Small caps have been at the heart of Lannebo’s operations ever since its inception in 2000. The success in this area is an important reason why Lannebo today is one of Sweden’s largest independent asset managers with SEK 70 billion under management.

Lannebo Teknik Småbolag invests in technology-driven growth companies with a market capitalization of less than USD 5 billion. The fund has a thematic strategy, no geographical restrictions and has the possibility to invest anywhere in the world.

The fund manager is Johan Nilke, who previously managed Öhman Global Growth and Lannebo Vision, as well as Helen Broman, who was previously an analyst for Lannebo MicroCap I and II and Lannebo NanoCap. By combining a thematic strategy focusing on major growth trends and fundamental analysis of small caps, the fund’s ambition is to provide substantial long-term returns at an acceptable risk.

Lannebo Teknik Småbolag is an actively managed equity fund that invests in technology-driven growth companies in the global market. The fund invests, regardless of geography, in companies based on growth themes. As of 2019 these themes are: Security, Health, Environment, Digital Content, Data Management and Resource Efficiency.

The fund compares to MSCI World Small Cap Information Technology Index. 

The fund is suitable for those who

  • Want to invest in technology-driven growth companies globally
  • See technological development as a positive force for a more sustainable world
  • Believe in genuine active management

Management style

We are convinced that technological development can solve many of the world’s challenges and is the key to a more sustainable future. We are investing in companies that create long-term values and, instead of focusing on the next quarter, focus on the next generation.The companies we invest in are leading, or can be expected to take a leading position, within the sectors defined by our growth themes. Within each theme,we seek companies with strong competitiveness, good growth opportunities and a modern approach to sustainability. Furthermore, we place great emphasis on risk assessment and only invest in companies with a realistic and attractive valuation. Our process is based on fundamental analysis and we do not invest incompanies with inflated valuations.

Monthly reports

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Sustainability

Lannebo Teknik Småbolag 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 Teknik Småbolag 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

Morningstar Fund Awards
2019

Bästa fondbolag, Aktieförvaltning.

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 Teknik Småbolag

Vad är en globalfond?

En globalfond är, precis som det låter, en aktiefond som investerar i bolag globalt. Lannebo Teknik Småbolag investerar i små och medelstora teknikbolag oberoende av geografisk hemvist.

Varför investera i en globalfond inom teknikdriven tillväxt?

Tekniksektorn har utvecklas starkt det senaste årtiondet. Lannebo Teknik Småbolag är en aktiefond och har därför hög risk vilket gör att den lämpar sig för långsiktigt sparande, det vill säga sparande med en längre placeringshorisont än fem år.

Vilka är de bästa fonderna inom kategorin globalfonder?

Det finns många fondbolag som har globalfonder med olika typer av inriktning och investeringsfilosofi. För en dagsaktuell jämförelse hänvisar vi till Morningstar, en analystjänst som täcker många globalfonder.

Var kan man köpa Lannebo Teknik Småbolag?

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

Går det att månadsspara i Lannebo Teknik Småbolag?

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

Går det att spara till barn i Lannebo Teknik Småbolag?

Ja, det går att spara till barn i Lannebo Teknik Småbolag. När det gäller sparande till minderåriga går det antingen att spara i eget namn eller i barnets namn. Om du vill veta mer och starta ett sparande till barn i Lannebo Teknik Småbolag, kontakta oss direkt så hjälper vi dig.

Finns Lannebo Teknik Småbolag i PPM?

Nej, Lannebo Teknik Småbolag har för kort historik för att finnas i PPM’s utbud. Här finns en lista över samtliga Lannebos fonder i PPM.

Passar Lannebo Teknik Småbolag på ett investeringssparkonto, ISK?

Ja, Lannebo Teknik Småbolag är en aktiefond som investerar i bolag inom ny teknik globalt. 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.

Går det att placera tjänstepensionen i Lannebo Teknik Småbolag?

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 date2019-11-07
Bankgiro5393-8932
ISINSE0013236049
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.