Carnegie SPAR Balanserad

Carnegie SPAR Balanserad is an actively managed mixed fund for people who want to invest in a variety of companies, industries and asset classes.

Carnegie SPAR Balanserad includes both shares (60%) and fixed income instruments (40%), which means good risk diversification.

The majority of the fund is directly invested in equities, which is achieved by combining global market leaders and Swedish quality companies. The fund manager uses active allocation and selects some of the leading holdings from Carnegie Global Quality Companies and Nordic Swan Ecolabelled Carnegie All Cap (an Article 9 fund).

In its equity component, Carnegie SPAR Balanserad also makes use of exciting thematic fund investments focused on areas like infrastructure and private equity.

A focus on the equity side creates good long-term potential, while the fixed-income side can act as a cushion. Carnegie Fonder’s portfolio management team has extensive experience of Nordic credits, and Carnegie SPAR Balanserad is able to invest in fixed income funds such as Carnegie Corporate Bond, Carnegie High Yield Select and Carnegie Investment Grade.

Magnus Gustafsson is the lead fund manager for Carnegie SPAR Balanserad. He is assisted by Carnegie Fonder’s team of 23 portfolio managers, including Simon Reinius and Anna Strömberg who manage Carnegie Global Quality Companies and Carnegie All Cap. Niklas Edman, Maria Andersson, Mona Stenmark and Mikael Engvall manage our fixed income funds. All the fund managers work closely together to optimise the composition and return of Carnegie SPAR Balanserad.