Kavaljer Quality Focus

Active Management of Nordic Quality Companies

The Kavaljer Quality Focus fund is an index-independent, actively managed equity fund that invests in 25-45 larger and smaller quality companies, with a focus on the Swedish stock market. The fund may invest up to 20% of its value in the Nordic countries and up to 10% outside the Nordic region. The share of interest-bearing investments (money market instruments and money market funds) can reach a maximum of 30%.

Characteristics that define a quality company include increasing revenue and profit over time, stable finances, and an experienced and competent management team and board, all focused on creating shareholder value. Investing in quality companies reduces the risk of unpleasant surprises.

The goal is to generate returns over time that exceed the Swedish stock index. The fund is classified at risk level 5 on a 7-point scale and is suitable for those with a long-term investment horizon of at least five years.

Sustainability
The fund follows Kavaljer’s Sustainability Policy. All companies are reviewed before and during the investment period to ensure that exclusion criteria are met. The fund promotes environmental and social characteristics under Article 8 of the SFDR.

Risk information
Past performance is not indicative of future results. The value of fund units/shares can rise as well as fall and you may not get back the amount invested.