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Ancoria/Carnegie Corporate Bond

UNIT PRICE
138.91
CURRENCY
SEK
1 WEEK
  -0.15%
1 MONTH
  -0.13%
VALUATION DATE
17 Nov 2017
CHANGE CURRENCY 


Objective of the fund

The fund aims to generate long-term capital growth by investing in corporate bonds. The fund is actively managed and consists of a selection of 20-30 corporate bonds issued by companies throughout the Nordic region, perceived to hold solid market positions. These may include a variety of regions and sectors. The average duration of the portfolio is three to five years, but may at times be longer or shorter. The fund may also invest in money market instruments and derivatives. All holdings in foreign currency are hedged against the SEK.

The fund is denominated in SEK.


Investment policy/characteristics:
  • Strategic Asset Allocation: 100% in corporate bonds issued by companies in the Nordic region across a variety of sectors.
  • The fund has average portfolio duration of approximately three to five years, but it can deviate.
  • There are no restrictions with regards to credit rating.
  • All foreign currency holdings are hedged against the SEK.
  • All income from investments is reinvested in the fund.

The fund is suitable for the investor that:
  • Is looking for a broad exposure in debt from the Nordic region.
  • Wants to diversify the investment portfolio with corporate bonds.
  • Has a long-term investment horizon of at least five years.

Risk information

Investment return and principal value may go down as well as up and could result in a significant loss of the capital invested. Past performance should not be used as an indication or guarantee of future performance. Movements in currency exchange rates can adversely affect the return of the fund.




ABOUT US
Ancoria is an established Insurance Company, founded in 1987. The Company services the saving and investment requirements of an extensive list of international clients by specialising in customised and carefully designed Life Insurance Policies that are underpinned by investment opportunities in a wide range of funds, structured products and equity trading.
CONTACT US
Customer service
Phone: +357 22 551 300
Fax: +357 22 498 592
Sweden Toll-Free Number:
0200 110 130
Ancoria Insurance
P.O. Box 23415
1683 Nicosia
Cyprus

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SOCIAL RESPONSIBILITY
At Ancoria, we believe in investing in children and their education as they are the future of this world. We thus aim to use our strength as a company to provide opportunities to gifted students from disadvantaged backgrounds.