Excalibur Fixed Income

Excalibur Fixed Income is a special fund (specialfond) under the Swedish Alternative Investment Fund Managers Act (2013:561), with an investment focus on fixed income and currency markets.

The Fund was launched on 1 April 2001 (Share class A) and has been managed by the same two Porfolio Managers since inception. Excalibur Asset Management AB, the manager of Excalibur Fixed Income, was authorised by the Swedish Finacial Supervisory Authority (Finansinspektionen) on 16 February 2015 as an Alternative Investment Fund Manager (AIFM). Share Class B was launched on 31 March 2022.

Fund makes extensive use of derivative instruments to enhance the efficiency of portfolio management and to tailor the Fund’s desired risk profile.

 

Past performance is no guarantee of future returns. Money invested in funds can increase and decrease and it’s not certain that you will recover the entire invested capital.