The facts

meriti-abstract-19

With Meriti Capital's discretionary management service, our managers are mandated to make the day-to-day investment decisions. When entering into a discretionary mandate, the investment framework and strategy are defined.

Strategy Meriti Dynamic Low
Methodology Active management, alpha beta separation
Liquidity Daily
Risk class (1-7) 2
Benchmark 20% SPDR MSCI World UCITS ETF in SEK + 80% OMRX T-Bill
structure Securities depository with Meriti, Nordnet, Idun Liv and Alpcot
Minimum investment 500 000 SEK
Strategy Meriti Dynamic Medel
Methodology Active management, alpha beta separation
Liquidity Daily
Risk class (1-7) 3
Benchmark 50% SPDR MSCI World UCITS ETF in SEK + 50% OMRX T-Bill
structure Securities depository with Meriti, Nordnet, Idun Liv and Alpcot
Minimum investment 500 000 SEK
Strategy Meriti Dynamic High
Methodology Active management, alpha beta separation
Liquidity Daily
Risk class (1-7) 4
Benchmark 80% SPDR MSCI World UCITS ETF in SEK + 20% OMRX T-Bill
structure Securities depository with Meriti, Nordnet, Idun Liv and Alpcot
Minimum investment 500 000 SEK