Meriti Carlsson Norén Yield Opportunity is an actively managed fixed income fund, focused on corporate bonds and other fixed income instruments. The fact that the fund is actively managed means that the management team makes its own active investment decisions, and does not passively follow an index or similar. Instead, the aim is for the fund to generate returns that clearly outperform traditional fixed income savings and funds.
The managers choose the instruments freely, without taking into account index weighting. The bonds are either senior or subordinated. The managers carry out a thorough fundamental analysis of the companies and the industries in which they operate, as well as the conditions of the various instruments.
Holdings are diversified across different sectors and maturity structures, with the aim of achieving as consistent a return as possible. The composition of the portfolio varies over time depending on where the team identifies the best return opportunities.
Management objectives
The Fund aims to generate a return that clearly outperforms traditional fixed income savings and funds.
| Yield target | Higher than OMRX-TBIll Index + 2 percentage points |
| Risk | Risk class 2, on the seven-point scale |
| Correlation to the stock market | 0,5 |