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Forms and documents

Forms

These are the forms you will need to invest in our funds. Once you are logged in to Carnegie Fonder Online you can also manage your monthly investments and buy, switch or sell funds.

Monthly reports

We compile our monthly reports in collaboration with research firm Morningstar. These include a comment from the fund manager and useful fund data so you can keep up to date on how your holdings are performing.

Fund brochures

If you want a quick overview of what each fund invests in, then the fund brochure describes precisely this. Visit the fund pages on this website to see the latest allocation and performance.

Key investor information

All funds are required by law to have a key investor information document (KIID). This presents the most important information in a simple and consistent way to make it easier for you to invest or compare funds.

Fund statutes and prospectus

The fund statutes and prospectus present information such as the nature of the fund, the investment policy and the fee structure. These must always be approved by the Swedish Financial Supervisory Authority before the fund is started.