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Carnegie Fonder’s history
Carnegie Fonder joins United Nations Global Compact, the world´s leading voluntary corporate citizenship initiative. We also join CDP and its global disclosure system that enables companies to measure and manage their environmental impacts.
Carnegie Fonder AB is moved from Carnegie Holding into a newly formed group, entirely dedicated to asset management. The new owner is Carneo Asset Managers, which in turn is owned by Altor Fund III.
In August Carnegie Total is launched, an asset allocation fund that invests in our most successful funds.
The interest rate is a record low, but in emerging markets, there are opportunities to find “yield” in companies with attractive bonds. Therefore, we launch Carnegie Emerging Markets Corporate Bond.
We sign UNPRI, The United Nations six principles about responsible investment.
Carnegie Kinafond changes investment policy – and name: Carnegie Asia.
HQ Bank has major problems and HQ Fonder is sold to Öresund who in turn sells us on to Carnegie Holding, a group which also includes Carnegie Investment bank. Our name is changed Carnegie Fonder, and all funds are renamed. For example, the HQ Strategifond changes to Carnegie Strategifond. However, the investment philosophy and management organization are intact.
In the trace of the financial crisis, the importance of corporate bonds increase and we start Carnegie Corporate Bond. It makes us one of the pioneers within Nordic credits.
Vi start Carnegie Sverige Select, a special fund with a very concentrated portfolio with some of Sweden’s best value companies.
Hagströmer & Qviberg acquires HQ.SE Fonder again, which has changed name to HQ Fonder.
The growth exists in Asia! We start Kinafonden, which ten years later will broaden its focus, and Indienfonden starts as well.
HQ.SE Fonder is divested from HQ.SE and listed on Stockholm Stock Exchange.
HQ.SE, including HQ.SE Fonder, is divested from Hagströmer & Qviberg. Name change to HQ.SE Fonder. Hans Hedström is CEO.
Rysslandsfonden starts, only a few months before the Moscow Stock Exchange crashes… But the recovery is a fact thanks to the commodity rally in early 2000s.
The fund Emerging Markets starts, making us one of the Sweden’s pioneers of funds targeted towards the world’s emerging markets.
Name change to Hagströmer & Qviberg Fonder. At the same time Likviditetsfonden starts, a money market fund and an alternative to a regular bank account.