Frequently asked questions

The Sensum Strategy Global fund is managed based on an investment strategy developed by Fredrik Hegbart, called the Sensum Strategy. As part of the investment management strategy, an ongoing and systematic analysis is made of the market climate and macro indicators. The concept is based on Fredrik’s 27+ years of experience working with company analysis, macro analysis, and asset management. The outcome of the analysis of the market environment is then used to determine the type of exposure the fund should have. Sensum Strategy Global is always fully invested in a careful selection of high-quality global companies. However, when the market climate changes, the type of exposure in the fund is then adjusted. The world’s best companies are not always the world’s best stocks. By maintaining a clear view of the stock market cycle, Sensum Strategy Global strives to create attractive returns in different market environments.

The fund primarily invests in companies listed in the US, the Nordic region, and the rest of Europe. The fund only invests in companies that are judged to be of high quality, often market leaders with strong brands. In most cases, the companies also have a very long history as listed companies with good transparency. On average, the companies are very large and consequently the liquidity of the share is also good. Sensum Strategy Global normally contains 25 to 30 high-quality global companies. Investments may, at times, be concentrated in a few sectors and geographical areas.

No, the fund shall always be fully invested in high-quality global companies. We also do not use any other financial instruments in the management strategy.

Sustainability is important and absolutely crucial for value creation over time. A long-term sustainable return requires good management of sustainability risks and opportunities as well as an ability to develop and adapt the business to future conditions. Investments in sustainable companies increase the potential for good returns, and therefore the sustainability analysis is an important part of the fund’s investment process. Sensum Strategy Global is a so-called light-green Article 8 fund. More information on sustainability can be found in the fund’s prospectus.

In order to generate a good return that is better than the relevant benchmark index, one must dare to deviate from the index. The fund invests in a careful selection of 25 to 30 high-quality global companies, which means that the fund deviates from the index, both in terms of sectoral and geographical exposure. A central element of the management is to conduct an ongoing and methodical analysis of the market climate and macro indicators in order to understand the prevailing stock market climate. The outcome of this analysis is then used to determine the type of exposure the fund should have. Sensum Strategy Global is always fully invested in a careful selection of high-quality global companies. However, when the market climate changes, the type of exposure in the fund is then adjusted. Our goal and conviction are that, in the long run, this will create a good absolute return, and one that is better than the index. There will be periods when the fund deviates negatively from the index. The fund is suitable as part of long-term saving and is suitable for investors who do not need to access their capital for at least five years.

The Sensum Strategy has been created to achieve a good absolute return over time, but also to beat its benchmark index, MSCI World, which is one of the most widely used global indices. To be an actively managed global fund, Sensum Strategy Global has a relatively low fixed fee of 1%. The fund also has a performance fee that is only paid if the fund performs better than MSCI World. In this instance, a performance fee of 20% of the excess return compared to MSCI World is payable. When our investors do well, we also do well.

MSCI World is one of the most widely used global stock indices and is mainly used by global equity managers when comparing against an index. The index includes around 1,500 companies listed on stock exchanges in so-called developed countries. The largest companies in the index include Apple, Microsoft, Amazon, Tesla and Alphabet. The largest sectors in the index are IT, finance, and healthcare. The largest geographies in the index are the US, Japan, and the UK. For more information on the index, please see www.msci.com.

For the latest NAV and development for the fund and comparison with the index, please see the information about the fund, which is updated daily on Morningstar. The NAV and development for the fund are also available from relevant distributors such as Avanza and SAVR.

The fund is available at Avanza, Fondmarknaden.se, Fondo och SAVR. he fund is also distributed via so-called fund distributors such as MFEX and Allfunds. This means that the fund can be purchased from most banks and stock brokers. If you’re unsure whether Sensum Strategy Global can be purchased from your bank, please contact your advisor and ask. 

No, for share class A, which is the one traded with our distributors, there is no minimum investment amount.

Yes, most of the distributors who sell the fund offer the opportunity to save monthly.

Yes, the founders have invested most of their equity in the fund.

Yes, in the long run we plan to start more funds that are managed based on the Sensum Strategy.

No, we do not lend the shares in the fund.

Sensum Investment AB is 100% owned by its founders Fredrik Hegbart and Richard Hellekant.

We should do what we’re good at, which is asset management strategy, marketing/sales, and investor relations. AIFM Capital AB is a so-called fund hotel, which is good at fund administration. Sensum Investment AB has therefore entered into an agreement with AIFM Capital AB to start, manage, and administer the Sensum Strategy Global fund. AIFM Capital AB was formed in 2007 and manages around 20 mutual funds and special funds. More information about AIFM Capital AB is available at www.aifmgroup.se. Fredrik Hegbart is the portfolio manager responsible for Sensum Strategy Global and is employed by AIFM Capital AB until Sensum Investment has received permission from the Swedish Financial Supervisory Authority (Finansinspektionen) to conduct securities trading.