Case Räntefond Investment Grade

Case Avkastningsfond invests primarily in Swedish-denominated bonds and money market instruments issued by governments, municipalities, mortgage finance institutions, and companies with credit ratings of BBB or higher. The fund maintains an average maturity of six months to three years and actively manages its portfolio by adjusting maturities and leveraging in-depth analysis of the Swedish fixed-income market. Additionally, it may use derivatives to optimize returns, all aimed at outperforming its benchmark through strategic and dynamic portfolio management.