Cliens Kapitalförvaltning is a partner-owned and independent asset management firm. We aim to provide investors with competitive long-term returns. Our team of experienced portfolio managers are specialized in the Nordic equity and bond markets and our business consists of discretionary asset management and fund management.The firm is actively managing six investment funds, all funds managed by Cliens are traded daily:
Cliens Sverige Fokus AUM: 550 MEURFund manager: Thomas Brodin + TeamInception Date: 2011-03-31Benchmark: SIX Return IndexFund summary: Cliens Sverige Fokus is a concentrated fund focused on Swedish equities, the fund holds 20-25 companies.
Cliens Sverige AUM: 70 MEURFund manager: Roger Hedberg + TeamInception date: 2004-12-31Benchmark: SIX Return IndexFund summary: Cliens Sverige is a concentrated fund focused on Swedish equities, the fund normally holds 25-40 companies.
Cliens SmåbolagAUM: 170 MEURFund manager: Carl Sundblad + TeamInception date: 2016-09-30Benchmark: Carnegie Small Cap Return IndexFund summary: Cliens Småbolag is a concentrated fund focused on Swedish small- and midcaps, the fund normally holds 25-35 companies.
Cliens MixfondAUM: 110 MEURFund manager: Carl Sundblad and Wilhelm HögströmInception date: 2004-12-31Benchmark: 50% SIX Return Index / 50% OMRX T-BillFund summary: Cliens Mixfond is an unconstrained actively managed fundthat allocates between fixed income securities and equities. It will alwayshold at least 25% of any of the asset classes.
Cliens FöretagsobligationerAUM: 35 MEURFund manager: Wilhelm HögströmInception Date: 2018-03-19Benchmark: No official benchmarkFund summary: Cliens Corporate Bonds is an actively managed fixed income fund that mainly invests in corporate bonds with high credit ratings, both Swedish and foreign. Investments in foreign currency are hedged.
Cliens Räntefond KortAUM: 40 MEURFund manager: Wilhelm HögströmInception Date: 2011-03-31Benchmark: OMRX T-BillFund summary: Cliens Räntefond kort is an actively managed money market fund that invests in fixed-income instruments denominated in Swedish kronor.
In addition, the firm manages investment capital on behalf of institutional clients. Cliens Kapitalförvaltning have assets under management of approximately SEK 18 billion (1,8 billion €).
Cliens Kapitalförvaltning AB is approved by the Swedish Finansinspektionen(The Swedish Financial Supervisory Authority).Cliens Asset Management Team:Thomas BrodinPrimary portfolio manager, Cliens Sverige Fokus
Gunnar HåkansonPortfolio manager
Jonas GustafsonPortfolio manager
Carl SundbladPrimary portfolio manager, Cliens Småbolag and Cliens Mixfond
Wilhelm HögströmPortfolio manager, Fixed Income
Roger HedbergPrimary portfolio manager, Cliens Sverige
OperationsLena Wallenius, CEOPhone: +46 8 506 503 91Cell: +46 702 83 82 04E-mail: firstname.lastname@example.org
Fund documents (English Versions):Cliens Sverige Fokus (A)KIIDFund RulesProspectus
If you are interested in our company or investing in our funds, please contact:Tomas HenriksHead of Sales and MarketingPhone: +46 8 506 503 96Cell: +46 702 28 18 98E-mail: email@example.com