Meriti Ekorren Global is an actively managed global equity fund. Actively managed means that the management team makes its own active investment decisions with the aim of outperforming the benchmark index over the long term. Meriti Ekorren Global invests the fund's assets mainly in small and large companies in various industries globally. The fund has an active investment strategy that focuses on company selection.
The managers follow a systematic and structured investment process combining various modern asset management techniques, always from a risk-adjusted perspective. Various quantitative models are used for portfolio construction, rebalancing and risk management. The models used in the management are primarily based on established economic principles, not simply built to fit historical data. Data analyzed are market data, fundamental company data and various forms of forecast data.
Active diversification through a large number of securities reduces the risk of concentration on a single country or sector.
Management objectives
The Fund is a day-traded global equity fund. The Fund's objective is to achieve the highest possible growth in value of the Fund's assets with good risk diversification over the long term.
| Yield target | Higher than MSCI World Index in SEK |
| Risk | In line with MSCI World Index in SEK |
| Correlation to the stock market | 1,0 |