Strategies

Dynamisk

The Dynamisk fund range, including Dynamic, Proaktiv, and Contrarian, are global fund of funds with holdings in other funds, ETFs and equity index futures. Asset allocation is based on risk management models that limit the downside in a downward stock market. 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.

Alternativ

The Alternativ 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 Alternativ 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.

Dynamisk

The Dynamisk fund range, including Proaktiv, Contrarian, Tillväxt and Dynamic, are global fund of funds with holdings in other funds, ETFs and equity index futures. Asset allocation is based on risk management models that limit the downside in a downward stock market. 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.

Alternativ

The Alternativ 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 Alternativ 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.

This is a marketing communication, please refer to the prospectus of Söderberg & Partners Funds and to the KID of the relevant product before making any final investment decisions. The prospectus and information on investor rights are available in English, while the KID is available in both English and Swedish. All documents can be found on the Documents page.

Marketing arrangements made for the products in Luxembourg and Sweden may be terminated in the future.

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