Vinga Corporate Bond

An actively managed bond fund focusing on the growing Nordic high yield market.

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If you seek higher returns than the interest in your bank account, but lower volatility than the stock market…

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

A nimble challenger

Vinga Corporate Bond is an actively managed bond fund focusing on the growing Nordic high yield market. We are a nimble challenger that dare to go our own way. We attach great importance to conducting a thorough and genuinely independent analysis that guides our portfolio composition.

We have a case-based investment methodology and manage a concentrated portfolio with a high focus on each individual issuer. The fund is based on the concept that portfolios perform the best when the number of positions is relatively low and where risks are instead spread across sectors and markets. In addition, our investment mandate allows us to continuously optimize the portfolio with the most attractive issuers in each sector.

”Our investment mandate allows us to continuously optimize the portfolio with the most attractive issuers in each sector.”

/ PERFORMANCE – DECEMBER 2020 /

+0,10 %

/ PERFORMANCE – Q4 /

+1,37 %

/ PERFORMANCE –  SINCE INCEPTION /

+2,30 %

/ PERFORMANCE (VINGA A) /

/ 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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Responsible investing

/ SUSTAINABLE COMPANIES ARE TOMORROW’S WINNERS /

At Vinga Corporate Bond, we are aware that sustainability and long-term profitability go hand in hand. How a company deals with issues related to environment, social conditions and governance, “ESG”, is becoming an increasingly important factor in our assessment of the company’s competitiveness. We see how responsible ESG work contributes to better risk management, sustainable value creation and improved access to capital. These are factors that are directly related to the company’s potential for success in the long term – and to creating an attractive return for you as an investor.

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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