The fund is an actively managed fund that seeks a fixed income-like return by focusing on investments in instruments that are inherently between bonds and shares in a company's capital structure, such as convertibles and other hybrid bonds, perpetual bonds, and preferred shares. The fund seeks higher returns than pure fixed income investments, but without this entailing high credit risk. Instead, the fund seeks exposure to creditworthy companies in instruments with lower priority, alternatively with a long or undefined maturity and thus high coupons, and in bonds with good potential for high returns thanks to equity-like elements. The fund's objective is to achieve an annual return that exceeds the OMRX Treasury Bill Index plus an additional 2 percent, calculated on an annual basis, over a five-year period.
Risk information
Historical returns are no guarantee of future returns.
The money invested in the fund can both increase and decrease in value and it is not certain that you will get back all of the capital invested.
Before investing in Meriti Carlsson Norén Yield Opportunity, it is important that you read the written material about the fund in order to make an informed decision that means that you understand the risks involved with the fund and that you understand how the fund works. Therefore, you should carefully read the information brochure, the fact sheet, and the general terms and conditions and their supplements. You can find all relevant documents here.
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