Lannebo High Yield
About the fund
An investment in the fund gives you a broad exposure to high yield corporate bonds in the Nordic region. The fund is actively managed by an experienced management team that analyzes companies and invests where they see the best return in relation to risk. The aim is to create opportunities for good returns but at lower risk than equities. High yield bonds are bonds issued by companies with low credit ratings. The average maturity of the fund is normally 3-5 years but may be longer or shorter at times. Investments in foreign currency are always hedged. 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 the Nordic region. The creditworthiness is determined by the fund company based on internal assessments.
The fund is suitable for those who:
- Have an investment horizon of at least three years
- Want a higher return than traditional fixed income savings and can consider taking a slightly higher risk
- Believe in active management where careful company analysis creates long-term returns
- Want a well-diversified portfolio of Nordic corporate bonds
Documents
Monthly reports
Sustainability-related information
Historical performance scenarios
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.
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.
NAV
145.87 SEKUpdated
2024-11-20Basic fund facts
| Start date | 2015-01-30 |
| Risk | 2/7 |
| Bankgiro | - |
| ISIN | SE0006421855 |
| Ongoing costs | 0.9% |
| Transaction fee | 0.4% |
| Total cost | 1.32% |
| Benchmark index official name* | NBP Nordic HY Aggregated Index SEK Hedged |