Captor Dahlia Green Bond – Now launching share class currency hedged to EUR

Historical returns are no guarantee of future returns. The money invested in mutual funds can both increase and decrease in value and it is not certain that you will get back all the invested capital.

On June 15, Captor launched a new share class of its fund Dahlia Green Bond. The new share class is denominated in and currency hedged into EUR. The successful investment strategy in Dahlia was launched in May 2016 as a managed account on behalf of the Swedish pension fund AI Pension. A mandate that was part of seeding the launch of the fund in July 2018.

Our investment strategy mixing Swedish and European liquid investment grade green bonds has proven to provide both attractive returns and a resilient portfolio in the face of challenging markets for many of our competitors.“, comments Daniel Karlgren, CIO of Captor and the primary manager of Dahlia since its inception in 2016. The share class will be open to investors outside of Sweden shortly. “We are now taking the next step to allow also EUR based investors to access a strategy that can diversify without compromising on liquidity.“, adds Fredrik Edlund, CEO

Captor Dahlia Green Bond fund is an actively managed bond fund that invests in labelled green bonds, as well as bonds with different sustainability themes such as social and sustainable bonds. The fund has sustainability investing as goal and is therefore classified as “dark green” or “article 9” in accordance with the Sustainable finance disclosure regulation (SFDR).

The fund celebrates its three-year anniversary this summer and has since start had a performance at 4,6%.  Read more about the fund and the environmental performance here.