Become a customer

By saving in funds, you will take part in equities and fixed income investments in a simple way. Our asset managers have an average experience of 34 years and are very accustomed to managing investments. A fund provides a better risk diversification than individual shares and you can withdraw money when you want to. We offer four funds, two equity funds and two hedge funds.

Equity funds – Sverige Aktiv and Realinvest
A mutual fund invests at least 75 percent of its assets in equities or similar instruments. A Swedish equity fund is legally required to have equities in at least 16 different companies in the portfolio in order to diversify risk on multiple securities. Our equity funds have around 20-25 holdings. The return of the funds depends on the equities the asset managers have chosen and how those equities evolve.

Hedge funds - Yield and Idea
The word hedge comes from the English word for protection. A hedge fund has more liberal rules for investments than a typical equity fund. The fund may invest in equities, currencies, commodities, bonds and even short selling securities, ie sell securities the fund does not own. A hedge fund has a low correlation with traditional asset classes and aims to achieve a positive return regardless of the market. This means that hedge funds also use leverage and derivatives to enhance returns and affect risk. Hedge funds can have a level of risk ranging from low to very high. They might as well as all other funds both increase and decrease in value.

Risk - Which fund you choose to invest in is all about the risk you are willing to take. Risk and return are closely related and every investor needs to find his or her comfort level with risk and construct an investment strategy around that level. In an investment context, the risk is that the return is uncertain. We always recommend an investment horizon of five years if you choose mutual funds. Bond funds can have an investment horizon shorter than five years.

Common to all funds, when the return of the fund are shown the management fee is always deducted.

Our funds are open for trading each business day. Fund shares may be purchased directly from Prior Nilsson or via one of our partners, look under "Our distributors". Print the registration form and the form of customer due diligence, fill them in, sign them and post the documents to Prior Nilsson Fond & Kapitalförvaltning, PO Box 7136, 103 87 Stockholm. Registration form, Key Investor Information document and further information can be found on the website under "Brochures and information material". If you can’t print the documents, call us at +46 8-441 77 00 or email info@pnfonder.se and we will post them to you. We will happily respond to any questions you may have.

Welcome to start saving with us!

Past performance is no guarantee for future returns. The value of the money invested in the fund can increase or decrease and there is no guarantee that all of your invested capital can be redeemed. For more information on risk, take note of the funds Key Investor Information Document (KIID) and the Information brochure under Brochures and Information material with the fund articles, or order it by email on info@pnfonder.se or +46 (0)8-441 77 00.