Alternative Investments Strategies
Chelonia Market Neutral Fund – Global Equity Long-Short Strategy
Other Strategies
Fund – to be announced (TBA)
CHELONIA MARKET NEUTRAL
Global Equity Long-Short Strategy
Investment strategy is based on Fundamental Equity Analysis where Evolutionary Trends plays an important role
Chelonia draws from an extensive equity portfolio management expertise with geographical focus on Nordic countries, Europe and the US
Chelonia targets a positive rate of return greater than the risk-free rate each year and independent from the direction of the equity market
Risk level between 4-10 percent measured as annual standard deviation of monthly returns over a rolling 12-month period
Investors in Chelonia should should have an investment horizon of minimum 3 years
Chelonia Market Neutral is an Alternative Investment Fund and does not comply with the provisions of the UCITS directive
Fund units may be marketed to both retail and professional investors in Sweden and professional investors in Finland, Norway and Netherlands.
Magnus Angenfelt
Portfolio Manager Chelonia Market Neutral
FUND
(TBA) Strategy
TBA
(TBA) Portfolio Manager
Fund Documents
Swedish / Dokumentation på svenska
Klicka på länk till dokument:
Chelonia MN – Förvaltaren ansöker om namnbyte och nya fondbestämmelser
Chelonia MN – Månadsuppdatering / Monthly update
Chelonia MN – FY2022 uppdatering / FY2022 update
Chelonia MN – Faktablad / PRIIP-KIID
Chelonia MN – Informationsbroschyr / Information Memo
Chelonia MN – Investera i Fonden
Disclaimer
By accessing this website you agree to the following terms and conditions.
Chelonia Market Neutral Fund
FOR SWEDISH PROFESSIONAL & NON-PROFESSIONAL INVESTORS,
AND PROFESSIONAL INVESTORS IN FINLAND, NORWAY AND NETHERLANDS ONLY
This website is available for information purposes only and nothing on this website is intended to constitute an offer or solicitation to invest or sell of any nature in any jurisdiction, or to recommend any investment or transaction.
The information provided on this website is not directed to any United States person or any person in the United States, any state thereof, or any of its territories or possessions.
Nothing contained in or presented on this website constitutes or shall be construed to constitute investment advice of any kind, nor is it to be relied on in relation to making an investment or any other decision.
Archipelago accepts no liability and will not be liable for any loss or damage arising directly or indirectly from your use of this website.
There is no guarantee that an investment in Chelonia Market Neutral (CMN) will not result in a loss, even at times when financial markets are otherwise performing favorably.
Past performance is no guarantee of future returns.
The value of the capital invested in CMN may increase or decrease and investors in CMN cannot be certain of recovering all their invested capital.
CMN value can vary significantly due to the fund’s composition and the portfolio management methods used.
Applications to invest in any product referred to on this website must only be made on the basis of the documentation relating to the specific investment.
You should obtain relevant and specific professional advice before making any investment decision.
Your use of the website indicates your full acceptance of these terms and conditions in their then current form each time you use the website.
