Discretionary portfolio mgmt

Prior Nilsson also offers discretionary portfolio management where we develop a unique management solution for the customer. Discretionary portfolio management means that you leave the investment decisions to us as professional investors, but within agreed limits. This product is suitable for companies, organizations, foundations, local governments, but also private individuals who feel they do not have the time, interest or sufficient knowledge to daily manage their portfolio.

We begin with a thorough discussion where we listen to your specific wants, needs and requirements, for example, desired level of risk and expected return. We then take care of the investments within the framework of the guidelines we agreed. An assignment may consist of equity, fixed income, mutual funds and alternative investments or a combination of these.

Discretionary portfolio management is a long term commitment and it is important to have ongoing reconciliation and reporting to assure us that our customers are satisfied with our work. We can also provide assistance with accounting and administration.

Our fund Sverige Aktiv is a product of a long discretionary porfolio commitment. For many years we successfully managed parts of a porfolio for a large Swedish companys' pension money. The return of the porfolio was outstanding and we wanted to make it available to the public. October 1, 2012 we created Prior Nilsson Sverige Aktiv which has the same structure as the discretionary portfolio.

We offer accessibility, personal service, risk management, monthly reporting and continuous market information. We believe that our long-term relationships with our discretionary clients are a good proof that we are skilled in customized solutions.

Welcome to contact us to see how we can help you or your business to achieve your ROI objectives.

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.