Historisk avkastning är ingen garanti för framtida avkastning. Pengar som placeras i fonder kan både öka och minska i värde. Det är inte säkert att du får tillbaka hela det insatta kapitalet.
Var först med att ta del av våra förvaltares sammanfattning över månaden som gått och våra utsikter på framtiden.
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Cliens Kapitalförvaltning AB is an active manager who, based on independent analysis, invests in quality companies to create long-term sustainable value for its investors. Cliens is a partner-owned and independent fund management company regulated by the Swedish Financial Supervisory Authority.
Cliens operate in the equity and fixed income markets space and offer both our own investments funds as well as discretionary asset management services. Currently, the firm has nine actively managed investment funds.
Our team consist of experienced portfolio managers primarily investing in Nordic portfolio companies.
AUM: 195 MEUR
Fund manager: Thomas Brodin
Inception Date: 2011-03-31
Benchmark: SIX Return Index
Fund summary: Cliens Sverige Fokus is a concentrated fund focused on Swedish equities, the fund holds 20-25 companies.
Sustainability Related Disclosures
AUM: 490 MEUR
Fund manager: Roger Hedberg
Inception date: 2004-12-31
Benchmark: SIX Return Index
Fund summary: Cliens Sverige is a concentrated fund focused on Swedish equities, the fund normally holds 25-40 companies.
Sustainability Related Disclosures
AUM: 2435 MEUR
Fund manager: Carl Sundblad
Inception date: 2016-09-30
Benchmark: Carnegie Small Cap Return Index
Fund summary: Cliens Småbolag is a concentrated fund focused on Swedish small- and midcaps, the fund normally holds 25-35 companies.
Sustainability Related Disclosures
AUM: 61 MEUR
Fund manager: Johanna Ahlqvist & Carl Sundblad
Inception date: 2023-11-30
Benchmark: 50 % Carnegie Small Cap Return Index / 50 % Carnegie Micro Cap Return Index
Fund summary: Cliens Small & Micro Cap is a concentrated daily traded UCITS fund focused on Swedish and Nordic small caps defined as those with less than 0.5% of the total market value of all shares listed on Nasdaq OMX Stockholm. The fund normally holds c. 40 companies.
Sustainability Related Disclosures
AUM: 113 MEUR
Fund manager: Carl Sundblad
Inception date: 2020-09-30
Benchmark: Carnegie Micro Cap Return Index
Fund summary: Cliens Micro Cap is a concentrated fund focused on Swedish micro Caps, the fund normally holds 25-35 companies.
Sustainability Related Disclosures
AUM: 53 MEUR
Fund manager: Johanna Ahlqvist and Wilhelm Högström
Inception date: 2004-12-31
Benchmark: 50% SIX Return Index / 50% Solactive SEK IG Credit Index
Fund summary: Cliens Mixfond is an unconstrained active managed fund
that allocates between fixed income securities and equities. It will always
hold at least 25% of any of the asset classes.
Sustainability Related Disclosures
AUM: 70 MEUR
Fund manager: Niklas Larsson
Inception date: 2021-10-29
Benchmark: MSCI World Small Cap TR Net Index
Fund summary: Cliens Global Småbolag is an active managed equity fund that is focused on small and medium-sized companies on the global markets.
Sustainability Related Disclosures
AUM: 66 MEUR
Fund manager: Wilhelm Högström
Inception Date: 2018-03-19
Benchmark: 60 % Solactive SEK FRN IG Corporates Index / 40 % Solactive SEK Fix IG Corporate Index
Fund summary: Cliens Corporate Bonds is an active managed fixed income fund that mainly invests in corporate bonds with high credit ratings, both Swedish and foreign. Investments in foreign currency are hedged.
Sustainability Related Disclosures
AUM: 40 MEUR
Fund manager: Wilhelm Högström
Inception Date: 2011-03-31
Benchmark: Solactive SEK IG FRN Corporate Index
Fund summary: Cliens FRN Corporate Bond is an active managed money market fund that invests in fixed-income instruments denominated in Swedish kronor.
Sustainability Related Disclosures
In addition to the fund management, the firm manages discretionary mandates on behalf of institutional clients. Cliens Kapitalförvaltning manages a total of 42 billion SEK (3,7 billion euro) in funds and discretionary mandates.
Cliens Kapitalförvaltning AB is approved by the Swedish Finansinspektionen
(The Swedish Financial Supervisory Authority).
Thomas Brodin
Primary portfolio manager, Cliens Sverige Fokus
Jonas Gustafson
Portfolio manager
Carl Sundblad
Primary portfolio manager, Cliens Småbolag, Cliens Micro Cap and Cliens Small & Micro Cap
Johanna Ahlqvist
Primary portfolio manager, Cliens Mixfond and Cliens Small & Micro Cap
Niklas Larsson
Primary portfolio manager, Cliens Global Småbolag
Wilhelm Högström
Portfolio manager, Fixed Income
Roger Hedberg
Primary portfolio manager, Cliens Sverige
Martin Öqvist, CEO
Phone: +46 8 400 515 27
Cell: +46 736 750 670
E-mail: martin.oqvist@cliens.se
If you are interested in our company or investing in our funds, please contact:
Tomas Henriks
Head of Sales and Marketing
Phone: +46 8 506 503 96
Cell: +46 702 28 18 98
E-mail: tomas.henriks@cliens.se
Contacting Cliens regarding market soundings
Market soundings are carried out, inter alia, to assess the interest of potential investors in a possible transaction and its pricing, size and structuring. Market soundings are important for the proper functioning of capital markets. Market soundings may involve an initial public offering or subsequent offerings of securities, and are distinct from regular trading.
Cliens is generally interested in participating in market soundings.
If Cliens does not wish to participate in future market soundings concerning, for example, a certain type of transaction or in relation to a certain information provider, this will be communicated in a special order.
In accordance with the market abuse regulations, MAR, Cliens has appointed special contact persons for market soundings as described below.
For market soundings on the stock market, the primary contact persons are Carl Sundblad, Roger Hedberg or Thomas Brodin. If none of these persons are available, information may be provided to another person in Cliens' portfolio management team. In such cases, the information should be provided to the person in the fund management department who, given the fund he or she manages, can be assumed to be most suitable for the market sounding in question.
For market soundings in the fixed income market, Wilhelm Högström is the contact person. For market soundings regarding global small caps Niklas Larsson is the contact person.
Du kan köpa våra fonder direkt hos oss eller vända dig till någon av våra samarbetspartners och handla fonderna via deras fondtorg.
TILL KÖP & SÄLJ-SIDANRiskinformation Investeringar i fondandelar är förenade med risk. De pengar som investeras kan både öka och minska i värde och det är inte säkert att du får tillbaka hela det insatta kapitalet. Historisk avkastning är ingen garanti för framtida avkastning. Kontakta oss för mer information. Fullständig informationsbroschyr, faktablad och årsrapport finner du under Rapporter.
Var först med att ta del av vår unika marknadsrapport, sammanfattning över månaden som gått och våra utsikter på framtiden.
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