Strategy Fund 3 SEK
Carnegie Strategy Fund is a feeder of Carnegie Strategifond.
About the fund
Since 2nd November 2017 Carnegie Strategy Fund is a feeder of Carnegie Strategifond, the master. The fund management is therefore identical. For more specific information regarding the master fund’s holdings, please visit Carnegie Strategifond’s page.
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 Strategy Fund is focused which means the number of equity and credit holdings are limited. There is only room for our best investment ideas.
Employed since 1996 and has worked in the industry since 1984. Star Manager of the year in 2002, 2007, 2008 and 2015.
Fund manager and CIO.
MSc Business Administration. Employed since 2013 and has worked in the industry since 2007.
Carnegie Strategy is a feeder fund that invests its capital in Carnegie Strategifond, which is the master fund. The management and sustainability programmes of the funds are thus identical. Sustainable finance disclosures for Carnegie Strategifond are accessible via the link provided below.