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Risk information Past performance is no guarantee for future performance. Fund units may go up or down in value and investors may not get back the amount invested.

strategifond G

Want to have a solid foundation in your long-term savings?

About the fund

Carnegie Strategifond is a total return fund investing in Nordic securities with attractive yield, both corporate bonds with good interest rates and equities with high dividends.

The fund has a lower risk profile than a typical equity fund and at the same time greater opportunities than a regular fixed-income fund. Unlike traditional mixed funds, Carnegie Strategifond is focused which means the number of equity and credit holdings are limited. There is only room for our best investment ideas.


  • Want to invest in Nordic companies with low valuations and good cash flows.
  • Want to have a solid foundation in your long-term savings.
  • Are looking for a fund that invests in both equities and corporate bonds.

Fund manager

John Strömgren

Employed since 1996 and has worked in the industry since 1984. Star Manager of the year in 2002, 2007, 2008 and 2015.

Fund manager

Simon Blecher

Fund manager and CIO.

Fund manager

Niklas Edman

MSc Business Administration. Employed since 2013 and has worked in the industry since 2007.

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  1. Past performance is not a reliable indication of future performance, as markets may develop completely differently in the future. The information may help you assess how the fund has been managed in the past.
  2. This unit class was launched 2013-05-27.

sustainability-related disclosures

The information below is presented in compliance with EU Regulation 2019/2088 Sustainable Finance Disclosure Regulation (SFDR).