Welcome to our
HEDGE FUND

”Excalibur Asset Management manages the hedge fund Excalibur and strives to give stable performance over the long term with low correlation to traditional equity and fixed income funds.”

We do what we know best

Excalibur Asset Management manages the hedge fund Excalibur. The fund strives to exploit opportunities in international fixed income markets. The fund has an absolute return profile aiming to deliver stable and positive return independent of the performance of equities, fixed income, commodities and currencies. On the back of the competence and experience of our investment managers, we offer investment products targeting institutional investors who value our deep competence and strong commitment and are looking for stable returns with a low risk profile.

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Excalibur

The macro hedge fund Excalibur is our flagship fund and has traded live since 2001. It aims to deliver 3-5 percent return above the reference interest rate annually. The fund invests in highly liquid fixed income securities listed on exchanges in Sweden, Europe and the US. Positions are initiated based on our assessment of the macroeconomic environment and central bank actions.

 

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Excalibur

Excalibur

Our Macro Hedge Fund with an absolute return focus aiming for a yield of 3-5 percent above the reference rate with low risk.

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Trude

Trude

Our Credit Hedge Fund with an absolute return focus aiming for a yield of 5-10 percent above the reference rate with medium high risk.

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  • December +0,66 %
  • In 2019 +0,81 %
  • Last 12 months +0,81 %
  • Since inception +122,44 %
  • NAV rate 12 081,04
  • September +0,54 %
  • In 2019 -3,58 %
  • Last 12 months -5,33 %
  • Since inception -10,00 %
  • NAV rate 9000,39

Employees

Excalibur Asset Management AB

556677-7396
Birger Jarlsgatan 15, 2 tr
SE-111 45 Stockholm
Tel: 08 - 599 295 10
Fax: 08 - 599 295 20
E-mail: admin@excaliburfonder.se