Lannebo Räntefond Kort - Fixed income fund
Lannebo Räntefond Kort (former Likviditetsfond) is a low-risk fund and an alternative for those who require access to their funds in the short term.
Lannebo Räntefond Kort is an actively managed fixed income fund where holdings have an average maturity of 0-2 years. The fund invests in Swedish fixed-income securities primarily issued by companies, but may also include investments in debt securities issued by a state or local government, as well as in money market instruments. 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 Sweden. All investments have a high credit rating.
The fund is suitable for those who
- has a savings horizon of more than one year
- require low risk savings
Each investment is evaluated individually and we invest only in bonds issued by companies we are familiar with. We build a balanced fund of corporate bonds from various industries, geographic regions and varying risk profiles. We buy corporate bonds issued by stable companies with strong balance sheets. The fund aims to generate competitive returns over time at a low risk.
Lannebo Räntefond Kort 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 Räntefond Kort 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).
Risk Indicator (SRRI)
Basic fund facts
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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.