Räntefond Kort

Räntefond Kort – Fixed income fund

A short fixed-income fund for those who want lower risk in their savings.

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.

Historical return

Since start

33.90%

This year

3.03%

5 years

10.22%

Basic fund facts

Start date11/12/2001
ISINSE0000865768
Open for tradeDaily
Ongoing costs0.4%
Risk2/7

Ongoing costs consist of management fees and other administrative or operating costs (an estimate based on actual costs over the past year) and transaction costs (an estimate of costs incurred when a fund buys and sells securities).

Overview

An investment in the fund gives you a broad exposure to fixed income securities with high credit ratings. The fund primarily invests in corporate bonds and certificates, but may also invest in interest-bearing securities issued by the state or municipality and in money market instruments. All investments are made in securities with a high credit rating and short maturity (0-2 years). The fund is aimed at those who want a stable return with very low risk. The fund may invest more than 35 percent of the fund assets in bonds and other debt instruments issued or guaranteed by a state or municipality in Sweden.

The fund is suitable for those who:

  • Have a savings horizon of at least one year.
  • Want limited risk in your savings.

Sustainability

The fund is classified as an Article 8 product under SFDR (Sustainable Finance Disclosure Regulation). By recognizing the long-term significance of sustainability as a driver of change in markets, countries, and companies, the portfolio managers evaluate investments based on their environmental impact, social responsibility, and governance practices.

The fund’s responsible investment strategies are:

  • integrating environmental, social and governance factors into our investment processes, including both sustainability risks and principal adverse impacts, a concept commonly referred to as “double materiality”.
  • acting as a responsible owner, engage with our investee companies to ensure their alignment with our expectations regarding sustainable business practices and adherence to international norms.
  • excluding companies that are engaged in sectors and activities that we deem to cause significant adverse effects on society, where an investment would be associated with substantial negative environmental or social consequences or associated with an undesirable sustainability risk.

Explore further details regarding Lannebo’s sustainability initiatives here and learn more about the fund’s exclusion criteria in greater detail here.

Sustainability-related information

Below you will find sustainability-related information for the fund. For general information about Lannebo’s sustainability work linked to the funds and discretionary assignments, please visit sustainability-related information.

Sustainability-related information (English)
Sustainability-related information (Norwegian)