All funds

Carnegie Investment Grade B

Bond fund

1 year

Globe

No data to display ...

Largest region

Low

Risk

Annual costs

Morningstar

 

Partial 

Sustainability

Development

Last 5 years
( ann.)

Description

  • Carnegie Investment Grade investerer i kreditter utstedt av nordiske selskaper, med fokus på bedriftsobligasjoner med høyere kredittvurderinger, såkalte Investment Grade. Fondet har høye bærekraftambisjoner med investeringer i såkalte overgangsselskaper og bærekraftige obligasjoner der kapitalen er tildelt eller øremerket for en bærekraftig overgang.
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Investment horizon

  • Carnegie Investment Grade B is a Bond fund. This mutual fund type is suitable for those who plan to save for at least 2 - 3 years.

Characteristics

  • Minimum amount
  • Sharpe 3 years
  • Price/NAV

    08 Sept 2025

  • Start date
    18 Aug 2019
  • ISIN
    SE0010740183

Risk

  • Low (1 of 7)

Morningstar rating

  • The Morningstar Rating is an objective standard that tells us how well a fund has done compared to similar funds. If a fund performs better than other funds it is compared with, it receives a high rating. Correspondingly, a fund receives a low rating if it performs worse than similar funds.

Sustainability

Annual cost

  • Ongoing costs

    Includes management fees of 0,50 %

  • Platform fee
  • Kickback fee
  • Annual running costs

Other costs

  • Performance-based fee
  • Transaction costs

  • Costs for any currency exchanges are not included.

Allocation

  • Stocks 0%
    Interest 100%

Portfolio

Shows the fund's largest investments.

  • Telenor ASA
    1.4%
  • Swedbank AB (publ)
    1.3%
  • Statnett SF
    1.3%
  • Electrolux Professional AB
    1.3%
  • Vacse AB
    1.3%
  • Assa Abloy AB
    1.2%
  • Telenor ASA
    1.2%
  • Orkla ASA
    1.1%
  • Kraftringen Energi AB (publ)
    1.0%
  • Volvo Treasury AB (publ)
    1.0%