Lannebo Mixfond
About the fund
An investment in the fund gives you a broad exposure to both equities and fixed income securities. Lannebo Mixfond is an actively managed mixed fund where the experienced management team alternates the allocation between asset classes depending on their market view. The equity share is allowed to vary between 0 and 100 percent.
The fund is suitable for those who:
- Have an investment horizon of at least three years.
- Believe in active management with a flexible investment strategy between equities and fixed income and an active stock selection.
- Don’t want to allocate your savings between equities and interest rates yourself.
Documents
Sustainability-related information
Previous results
Historical performance scenarios
Sustainability
Sustainability and active ownership are key to long-term returns. Before each new investment, we conduct a sustainability analysis of the company and ensure that it is not affected by Lannebo’s exclusion criteria. In addition, we are committed active owners and work closely with our portfolio companies and other investors to promote sustainable development for the companies and society. To ensure we are making progress, we continuously monitor sustainability risks and opportunities and evaluate the fund’s sustainability performance. More information can be found in the fund’s sustainability-related disclosures.
Data source: MSCI
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
34.38 SEKUpdated
2024-12-19Basic fund facts
| Start date | 2000-08-04 |
| Risk | 3/7 |
| Bankgiro | - |
| ISIN | SE0000740706 |
| Ongoing costs | 1.6% |
| Transaction fee | 0.14% |
| Total cost | 1.77% |
| Benchmark index official name* | Sammansatt Jämförelseindex |
*Index calculated by Solactive AG