This launch follows the success of Sensor Sverige Select, which has won the award for "Best Swedish Mixed Fund" at the Morningstar Awards four out of the last six years. The new funds build on the successful equity and bond management that has distinguished the mixed fund since its launch in 2009. These new funds provide customers with the opportunity to benefit from a similar management philosophy, but at either a lower or higher risk level.
Sensor Sverige Focus is an actively managed Swedish equity fund with a flexible investment mandate, meaning the nature of its holdings will vary depending on market conditions. For instance, it may shift focus between larger and smaller companies or between value-oriented and growth-oriented companies. The fund will typically hold between 20 and 25 stocks.
Sensor Räntefond is an actively managed fund that primarily invests in fixed-income instruments denominated in SEK. At least 90 percent of the fund’s invested assets must be placed in fixed-income instruments. The fund has a high credit quality, with an average rating of Investment-grade, meaning a minimum average credit rating of BBB-. The fund also has the ability to hedge any currency risk arising from investments in non-Swedish currencies.
The funds are managed by Stefan Olofsson, Stefan Ahlfeldt, and Ulf Öster. Stefan Olofsson is the lead portfolio manager for Sensor Sverige Focus, while Stefan Ahlfeldt is the lead portfolio manager for Sensor Räntefond.
CEO Stefan Olofsson commented on the launch: "We are very pleased to offer our clients these new funds, which build on the successful management of Sensor Sverige Select. We aim to continue identifying companies that can predictably create value over time, thereby providing our shareholders with high risk-adjusted returns."
Sensor Fonder AB looks forward to offering these new funds and continuing to deliver successful investment opportunities to both existing and new customers.
Read more here.