Öhman Företagsobligationsfond
About the fund
The fund is actively managed and invests in carefully selected Nordic and European corporate bonds with good credit ratings. To enhance the return potential, the fund has the possibility to allocate up to 50 percent to so-called high yield corporate bonds. The objective is to provide an attractive risk-adjusted return over time. The average remaining interest binding period will typically range between 1–4 years. Credit risk, expressed as credit duration, is a maximum of 5 years. Investments in foreign currency are always hedged. The creditworthiness is determined by the fund company based on internal assessments.
The fund is suitable for those who:
- Want to invest in carefully selected Nordic and European corporate bonds
- Want to combine corporate bonds with good credit ratings (investment grade) and high yield corporate bonds
Documents
Prospectus with fund regulations
Full and half-year reports
Sustainability-related information
Sustainability-related pre-purchase information and annual reports
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.
Risk
Other share class
| Share class | Nav | Nav date |
|---|---|---|
| Share classÖhman Företagsobligationsfond B | Nav76.54 SEK | Nav date2024-10-15 |
| Share classÖhman Företagsobligationsfond C | Nav112.74 SEK | Nav date2024-10-15 |
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
129.25 SEKUpdated
2024-10-15Basic fund facts
| Start date | 2003-11-11 |
| Risk | 2/7 |
| Bankgiro | - |
| ISIN | SE0001095506 |
| Ongoing costs | 1% |
| Transaction fee | 0.13% |
| Total cost | 1.15% |
| Benchmark index official name* | Solactive SEK NCR Fix Short IG Corporate Index |