All funds

Carnegie Investment Grade B

Bond fund

1 year

Region

No data to display ...

Largest region

Low

Risk

Cost

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

    04 Jun 2025

  • Start date
    18 Aug 2019
  • ISIN
    SE0010740183

Risk

  • Low (2 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

Costs

  • Ongoing costs

    Includes management fees of 0,50 %

  • Platform fee
  • Kickback fee
  • Annual running costs
  • Performance-based fee

  • Any transaction costs to the manager are not included in the cost overview. These are stated under cost details on the summary page before you purchase the fund. 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)
    1.4%
  • Statnett SF
    1.4%
  • 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%