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Carnegie Spar Balanserad A (0P0001N7LA)

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120.573 +1.430    +1.20%
22/11 - Closed. Currency in SEK
  • Morningstar Rating:
  • Total Assets: 2.46B
Type:  Fund
Market:  Sweden
Issuer:  Carnegie Fonder AB
ISIN:  SE0016787063 
Asset Class:  Equity
Carnegie SPAR Balanserad A 120.573 +1.430 +1.20%

0P0001N7LA Overview

 
On this page you'll find an in-depth profile of Carnegie Spar Balanserad A. Learn about the key management, total assets, investment strategy and contact information of 0P0001N7LA among other information.
Category

SEK Moderate Allocation

Total Assets

2.46B

Expenses

Inception Date

Sep 15, 2021

Investment Strategy

Carnegie SPAR Balanserad is a mixed fund with 60 percent equities (70 percent global equities and 30 percent Swedish) and 40 percent fixed income (own fixed income funds) that has no limitations in terms of companies or sectors. The fund aims to create a long-term high return at a lower level of risk than pure equity funds.

Contact Information

Address Regeringsgatan 56
Stockholm, 103 97
Sweden
Phone +46 8 12 15 50 00
Fax +46 (0)8 5220 26 10

Top Executives

Name Title Since Until
Magnus Gustafsson - 2021 Now
Biography Employed since 2014 and has worked in the industry since 1996. Education: MA Political Science, Uppsala University. Work experience: Stockbroker at Fisher Partners and Carnegie, portfolio manager at Carnegie Investment Strategy.
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