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Corporations and institutions

Focused value investment since 1988

Long-term and sustainable returns are fundamental to our fund management. This is made possible by an award-winning management team who have an average of more than 25 years in the industry. The management is underpinned by a number of specialists who have extensive experience of working with institutional investors. We believe in personal and long-term customer relationships.

Funds

Carnegie Fonder offers a wide range of funds with a number of income unit classes. Common to these is that the funds are actively managed and are concentrated in terms of holdings.

Equities: We offer Swedish, Nordic, global and emerging market funds.

Fixed income and credits: We offer Swedish and Nordic funds across the entire risk scale, and Carnegie Fonder is an important participant in the Nordic issues market.

Alternative: We offer a real estate fund that provides good opportunities to obtain diversified Nordic property exposure via the stock exchange.

Asset allocation

Packaged portfolios are available, based on the client’s investment policy. We offer allocation within and between asset classes.

Customised solutions in fund form: We have a number of solutions where we invest in our own funds and supplement our range with funds from the Carneo group. We perform tactical allocation within the scope of the mandate.

Discretionary management: We tailor a portfolio that is adapted to the client’s investment policy and guidelines to achieve a long-term good return in relation to risk.


We exclude. We include. We influence.

Our mission is to create a good risk-adjusted return for our unitholders. We achieve this by investing in companies that take responsibility for nurturing their brand, their customers, their employees and their environment. Companies that we believe are stable for the long term, well-managed and have the future ahead of them.

Sex steps for responsible investment


Please address any questions about Carnegie Fonder’s institutional offering to:

Andreas Uller

Institutions/Deputy CEO

Tel: +46 8-121 55 099
Mobil: +46724 025 099
andreas.uller@carnegiefonder.se

 

Peter Gullmert

Peter Gullmert

Head of Sales

Tel: 08-121 55 051
Mobil: 0724 025 051
peter.gullmert@carnegiefonder.se