Lannebo Mixfond Offensiv - 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 Offensiv is suitable for those who prefer to have a professional make these investment decisions on their behalf. The fund managers decide the fund’s weighting in equities at any given time based on their prevailing view of the stock market. The management strategy of the fund is centred on the same strategy as our highly regarded Lannebo Mixfond, but with a higher weighting on equity holdings.
Lannebo Mixfond Offensiv is an actively managed mixed fund. The allocation to listed equities amounts to between 50 and 100 per cent of the assets, while the allocation in interest-bearing securities cannot exceed 50 per cent of the assets. Over time, at least 50 per cent of the fund’s assets will be invested in Sweden, while the remaining 50 per cent may be invested globally.
The fund is suitable for those who
- want an actively managed fund with a flexible investment strategy that includes equities and fixed income securities
- prefer to have their savings allocated between equities and fixed income by a professional
The fund is managed on the basis of Lannebo Fonder’s investment philosophy of active management. This means that we focus on fundamental corporate analysis and the valuation of shares of companies whose business models we understand. We determine the weighting between equities and fixed income securities based on our prevailing view of the equity markets – and thereafter we select the companies to invest in. 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. The fund’s fixed income investments are primarily made in corporate issued interest-bearing securities, such as bonds and certificates, predominately with floating interest rates.
Lannebo Mixfond Offensiv 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 Offensiv 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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