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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.

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.

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 1994-01-01.

sustainability-related disclosure

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.