Vinga Corporate Bond

A leading high yield fund with focus on stable returns and Nordic innovation

See our videoInvest in the fund

We are convinced that leading market returns go hand in hand with a stringent ESG risk process

/ VINGA CORPORATE BOND HAS AN EXPECTED RETURN OF 5–7 PERCENT PER YEAR /

/ PERFORMANCE – 1 MONTH /

-2,19%

/ PERFORMANCE – 3 MONTHS /

-3,11%

/ PERFORMANCE –  1 YEAR /

-6,91%

/ PERFORMANCE (VINGA A) /

Chart by Visualizer

Monthly comment

What was the development last month and what do we see in the near future? Here we make a quick summary and analysis of the past month’s activity in the fund.

högräntepodden

Högräntepodden

Focus of this podcast is the Nordic high yield market, but we are happy to spin into discussions about economic trends, the macroeconomy and much more. You will find it where podcasts are.

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/ ABOUT THE FUND /

Vinga Corporate Bond

The fund is actively managed, meaning that bonds are selected individually after a thorough analysis of each issuer and market. The fund invests primarily in bonds issued by Nordic companies and is suited for investors with a preferred investment horizon of 2-3 years.

While the main focus is corporate bonds in the high yield segment (with lower credit ratings), the fund can also invest in instruments with higher credit ratings (“investment grade”) as well as in instruments without credit rating. At least 70 percent of the fund’s capital must be invested in corporate bonds and the portfolio managers can use derivatives as part of the fund’s investment mandate, as well as to reduce unwanted risk.

The fund utilizes a strict risk management approach that only allows investments that complement each other from a risk perspective, counteracting excessive optimism regarding a particular sector. The average duration of holdings in the fund can vary between 1-6 years.

The objective of the fund is to achieve capital growth that, over a period of 3 years, exceeds the performance of the fund’s benchmark index, OMRX T-BILL +2 percentage points per year.

FUND FACTS

FUND MANAGERS

Stefan Westfeldt
Stefan is Principal Portfolio Manager of Vinga Corporate Bond and has been in the financial industry since 1997. Stefan is a PhD in financial economics at the School of Business, Economics and Law at the University of Gothenburg and a lecturer in Advanced Credit Analysis at the Norwegian School of Economics.

RISK

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Gustav Andåker
Gustav is Portfolio Manager of Vinga Corporate Bond and has been in the financial industry since 2007. Gustav holds a master’s degree in financial economics from the School of Business, Economics and Law at the University of Gothenburg.

Risk information: Historical returns are no guarantee of future returns. Money invested in the fund may both increase or decrease in value and there is no guarantee that you will be repaid all of your invested capital.

RISK

Risk information: Historical returns are no guarantee of future returns. Money invested in the fund may both increase or decrease in value and there is no guarantee that you will be repaid all of your invested capital.

Documents

How to invest in Vinga Corporate Bond

SIP NORDIC

SIP Nordic Fondkommission AB is a licensed securities company authorized by Finansinspektionen, Sweden’s financial supervisory authority. SIP Nordic offers a range of securities accounts for private individuals and companies.

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NORDNET

Nordnet is a leading Nordic digital platform for savings and investments.

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SustainAX logo

Vinga Corporate Bond is in partnership with sustainAX, which performs ESG analyses for sustainable growth in businesses.

Responsible investing

/ SUSTAINABLE COMPANIES ARE TOMORROW’S WINNERS /

ESG risk analysis is an integrated part of Vinga’s investment philosophy and minimum 90% of the holdings shall have an ESG score. We believe an ESG risk analysis is a necessity for long-term value creation and profitability. We do separate analyses of the E, the S and the G and assess them relative to the total risk profile of the company. Companies with a low ESG score and with business models that we judge having large sustainability challenges are excluded. Companies with a high ESG score have a higher probability of being included. When a new analysis is produced, we formulate engagement points to sort out ambiguities.

SustainAX logo

Vinga Corporate Bond is in partnership with sustainAX, which performs ESG analyses for sustainable growth in businesses.

Legal info

Fund company
Vinga Corporate Bond is a securities fund pursuant to the Swedish Investment Funds Act (LIF) (2004:46). The fund company for Vinga Corporate Bond is AIFM Capital AB, a subsidiary of AIFM Group AB. The fund is administered through a contractual agreement with AIF Management AB.

Fund manager​​
Vinga Corporate Bond is managed as a discretionary mandate by SIP Nordic Fondkommission AB, a Swedish licensed securities company authorized by the Swedish financial supervisory authority. The Principal Portfolio Manager is Stefan Westfeldt.

Fund company: AIFM Capital AB
Fund administration: AIF Management AB
Fund manager: SIP Nordic Fondkommission AB
Custodian bank: Swedbank AB

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