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Strategy funds

Strategy funds

The advantages of strategy funds are the following

  • More stable price movement when compared to traditional funds
  • Broad investment opportunities and distribution among various asset classes and regions
  • Flexibility, taking account of market expectations and trends

Strategy funds may be suitable for both new and experienced investors. These are primarily designed for investor who expects a rate of return to be above the rate of return on bank deposits and is aware that achieving this requires a higher risk tolerance.

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The investment philosophy of strategy funds is based on using up to seven different asset classes, depending on prevailing market conditions. The objective is to achieve return which is more stable than a return based on traditional asset classes ie equities and bonds.

SEB Strategy Defensive is a global fund of funds with a conservative strategy whose assets are allocated, depending on the outlook on financial markets, into funds in up to seven asset classes, mainly bonds and hedge funds. The fund is for a client who wishes to grow the value of his investment, is ready to accept lower risk and allocate his money for at least three years.
SEB Strategy Balanced is a global fund of funds with a balanced strategy, whose assets are allocated, depending on the outlook on financial markets, into funds in up to seven asset classes, mainly equities, bonds, and hedge funds. The fund is for a client who wishes to grow the value of his investment, is ready to accept moderate risk and allocate his money for at least three years.
SEB Strategy Opportunity is a global fund of funds. Its assets are allocated, depending on the outlook on financial markets, into funds in up to seven asset classes, mainly equities, bonds, and hedge funds. This fund is for a client who expects a rate of return much higher than the rate of return on a bank deposit, who is ready to accept a corresponding risk in order to achieve it and is ready to allocate his money for at least five years.
SEB Strategy Growth is a globally invested fund of funds with a growth strategy, whose assets are allocated, depending on the outlook on financial markets, into funds in up to seven asset classes, mainly equities, bonds, and hedge funds. This fund is for a client who expects a rate of return significantly higher than the rate of return on a bank deposit, who is ready to accept a corresponding risk in order to achieve it and ready to allocate his money for at least five years.

Investment risks

The market value of an investment by an investor in the fund may both rise and decline, with no guarantee of either the preservation or the growth of the value of the investment. A detailed overview of the main risks related to investing in funds is provided in the public offer prospectus for the relevant fund units.
 

Important information
You always have to keep in mind before you make an investment decision that past rates of return and historical activities of the fund do not constitute a promise or an indicator of achievement of the rate of return or activity goals of the fund in future periods.
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Contact

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