Taking the next step in sustainability!

"The foundation of our investment philosophy and process is our belief that there is a link between a sustainable business model and sustainability in a company's profitability and growth. We seek to achieve long-term good returns by actively incorporating sustainability criteria in our selection process in order to find companies whose long-term profitability and competitiveness are underestimated by the market."

Catella became a signatory to the UN Principles for Responsible Investment in 2009, and has since then intensified its focus on sustainability in all its funds. We are now going a step further with the Catella Reavinstfond fund. The fund was started in 1998 with an ambition to provide a long-term return that exceeds the stock exchange as a whole (SIX RX). Between its inception and 31 March 2017, the fund has generated more than 9.72 percent in average annual returns. We are now making changes aimed at developing the fund, and our ambition is to improve these returns for our clients. Since the autumn of 2016, the fund has been managed by a new and expanded team consisting of three experienced portfolio managers: Anna Strömberg, Henrik Holmer and Henrik Gripenvik. The investment focus will be adjusted by giving a more prominent place for sustainability criteria in the investment process, alongside the financial analysis.

Important information
Investments in fund units are associated with risk. Past performance is no guarantee of future returns. The money invested in a fund can increase and decrease in value and it is not certain that you will get back the full amount invested. No consideration is given to inflation. The Catella Balanserad, Catella Credit Opportunity and Catella Hedgefond funds are special funds under the Swedish Alternative Investment Fund Managers Act (SFS 2013:561) (AIFM). Catella Sverige Aktiv Hållbarhet and Catella Småbolagsfond may use derivatives, and the value of the funds may vary significantly over time. The value of Catella Sverige Index may vary significantly over time. Catella Avkastningsfond may use derivatives and may have a larger proportion of the fund invested in bonds and other debt instruments issued by individual national and local authorities and within the EEA than other investment funds, in accordance with Chapter 5, Article 8 of the Swedish Investment Funds Act (SFS 2004:46). Catella Nordic Long Short Equity and Catella Nordic Corporate Bond Flex may use derivatives and may have a greater proportion of the funds invested in bonds and other debt instruments issued by individual national and local authorities and within the EEA than other investment funds. For more details, complete prospectuses, key investor information, and annual and half-yearly reports, please refer to our website at catella.se/fonder or phone +46 8 614 25 00.