The fund

Providing long term value through stable returns in the Nordic Fixed Income Markets.

The fund

Arctic Nordic Investment Grade is a UCITS credit fund that invests primarily in the Nordics. The fund October only invest in bonds issued by companies with an Investment Grade credit metrics (AAA til BBB-).

The Fund's objective is to achieve an attractive capital appreciation compared to Norwegian Money Market rates by investing in Nordic Investment Grade or Investment Grade equivalent bonds and money market instruments. The Funds benchmark index is Oslo Stock Exchange 3-month T-bill index (ST1X). By using this benchmark the Fund will measure its performance against an index return which on a yearly basis will be positive.

The Fund will invest in fixed income instruments along the entire yield curve. The average modified duration and the average credit duration of the Fund's portfolio of assets shall be within the range of 0-5 years. Weighted average for the fund per today is BBB+.

Both interest rate duration and credit duration (tenor) must be less than five years and focus on high liquidity and low volatility. The reference index is OSE’s 3 month Government certificate index (ST1X).

The fund managers have a strong track record and extensive experience.

 

 

Arctic Nordic Investment Grade is a UCITS credit fund that invests primarily in the Nordics. The fund only invests in bonds issued by companies with an Investment Grade credit metrics (AAA til BBB-). Weighted average for the fund per today is BBB+. Both interest rate duration and credit duration (tenor) must be less than five years and focus on high liquidity and low volatility. The reference index is OSE’s 3 month Government certificate index (ST1X). The fund managers have a strong track record and extensive experience.

Past performance in the fund is no guarantee for future returns. Future returns depend on the market, fund manager skill, fund risk level, costs, among others. Performance in the fund may at times be negative and may vary within periods.