Strategies

Proaktiv

The Proaktiv fund range, including Tryghed, Contrarian and Tillväxt are global fund of funds with holdings in other funds, ETFs and equity index futures. Asset allocation is based on a risk control model that limits the downside in a downward stock market by shifting equity exposure for short-term fixed income. Constituent funds are selected based on the rating they receive from Söderberg & Partners’ fund analysts. In addition, a comprehensive qualitative analysis by the management team is also performed before an investment takes place. Regional allocation is based on the house view of Söderberg & Partners.

Alternative

The Alternative fund range are global fund of funds with holdings in other funds, ETFs and equity index futures, where the management tries to maximize risk-adjusted returns by focusing on diversification and optimization between assets. In contrast to the other fund ranges the Alternative fund range also invests in alternative assets classes such as hedge funds, real estate, commodities and inflation-linked bonds. Constituent funds are selected based on the rating they receive from Söderberg & Partners’ fund analysts. In addition, a comprehensive qualitative analysis by the management team is also performed before an investment takes place. Regional allocation is based on the house view of Söderberg & Partners.

Aktiv Påverkan

The Aktiv Påverkan fund range are global fund of funds with holdings in other funds, ETFs, equity index futures and direct investment in equities. The management tries to maximize risk-adjusted returns by focusing on diversification between asset classes with a strong focus on sustainability. The funds can take active positions in companies through equities to actively engage and promote more sustainable operations. These investments will be based on themes which are selected by Söderberg & Partners clients on a yearly basis. Constituent funds are selected based on the fund rating as well as ESG rating they receive from Söderberg & Partners’ fund analysts. In addition, a comprehensive qualitative analysis by the management team is also performed before an investment takes place. Regional allocation is based on the house view of Söderberg & Partners.

Söderberg & Partners Asset Management S.A.

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