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Ancoria/Carnegie Strategy

UNIT PRICE
154.22
CURRENCY
SEK
1 WEEK
  0.75%
1 MONTH
  1.54%
VALUATION DATE
22 Sep 2017
CHANGE CURRENCY 


Objective of the fund

The fund aims to generate long-term positive return by investing in a diversified portfolio of equities, equity-linked securities and fixed income instruments. The selected companies are diversified across sectors and may trade in several exchanges with a primary focus in the Nordic markets. The fund is actively managed and consists of a portfolio of 20-40 companies.

The fund is denominated in SEK.


Investment policy/characteristics:
  • Strategic Asset Allocation: Flexible investment philosophy; may invest in different asset classes and instruments including equities, money market instruments, fixed income securities and derivatives.
  • No pre-determined weighting between asset classes, with focus on high dividend stocks and high yield corporate bonds.
  • There are fixed ranges in the fund’s sector allocation.

The fund is suitable for the investor that:
  • Believes in the long-term potential of the Nordic market.
  • Would like to have a balanced allocation between asset classes.
  • 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.