Alfred Berg Nordic Short Term I (NOK)
Investeringsstrategi
Fondens medel kan vara placerade i följande tillgångsslag: Överlåtbara värdepapper, Penningmarknadsinstrument • Derivatinstrument, Fondandelar, Konto hos kreditinstitut, Minst 75 procent av Fondens totala förmögenhetsmassa ska investeras i certifikat eller obligationer utgivna av emittenter med ett kreditbetyg från minst ett licensierat kreditvärderingsinstitut. Emittenter av instrumenten är primärt stater, kommuner, landsting, industriföretag och finansiella institutioner som har en kreditrisk som lägst investment grade dvs. BBB‐/Baa3 eller bättre.
Forvaltere
Morten Steinsland
Steinsland started at Alfred Berg in 2010. He heads the Norwegian/Nordic fixed income team and is senior portfolio manager for investment grade. He has a Business Economics degree from the Norwegian School of Economics and has more than 30 years' experience from the bond market. In addition, he was also Head of US and global Fixed Income Management at DNB Asset Management in New York Oslo. In the years before joining Alfred Berg Asset Management, Morten was Head of Norwegian Money Markets and Swap Trading at Nordea Markets in Oslo.
Stefan Larsson
Stefan Larsson is a senior portfolio manager and focusing on Nordic Investment Grade. Larsson has worked at Alfred Berg since 2015, and has experience with quantitative analysis with a focus on portfolio selection since 1995. He previously worked at Folksam Asset Management, and portfolio manager for Första AP-fonden. He has a Master of Science in engineering physics from KTH, with a specialization in mathematics. He is also a certified financial analyst (AFA/CEFA) from the Stockholm School of Economics.
Torolv Herstad
Herstad started at Alfred Berg in January 2012. Herstad is portfolio manager covering investment grade fixed income. He has more than 15 years' experience from the equity and fixed income markets, through positions at both Nordea Funds and the Oslo Stock Exchange. Previous work experience also includes equity trading and consulting. Herstad holds a Masters degree in Economics and Finance from Norwegian Business School/University of Western Sydney, as well as being a certified Fixed Income Analyst.
Magnus Nybø
Nybø joined the Alfred Berg in October 2018. Prior to joining Alfred Berg, Magnus worked in the quantitative risk team in SIX Securities Services developing methodologies for market, credit and liquidity risk along with stress testing and model validation. Magnus holds a MSc in Finance from Cass Business School and 3 years as a PhD student in Finance (ABD) at the University of Zurich/ Swiss Finance Institute. At UZH, he researched topics within market microstructure, asset pricing and corporate finance. In Alfred Berg, Magnus focus on the investment grade space improving credit analysis and data handling.
Alfred Berg Nordic Short Term I (NOK)
Fondens medel kan vara placerade i följande tillgångsslag: Överlåtbara värdepapper, Penningmarknadsinstrument • Derivatinstrument, Fondandelar, Konto hos kreditinstitut, Minst 75 procent av Fondens totala förmögenhetsmassa ska investeras i certifikat eller obligationer utgivna av emittenter med ett kreditbetyg från minst ett licensierat kreditvärderingsinstitut. Emittenter av instrumenten är primärt stater, kommuner, landsting, industriföretag och finansiella institutioner som har en kreditrisk som lägst investment grade dvs. BBB‐/Baa3 eller bättre.
Fonden tillämpar swing pricing, för mer information om hur fonden använder swing pricing, se fondens prospekt. Swingfaktorn utvärderas kvartalsvis och vid extraordinära händelser på marknaderna.