Established Icelandic asset management company whose role is to manage clients’ assets with their best interests as the guiding principle.
Athugið að þetta er ekki bindandi samningur heldur markaðsefni. Vinsamlega skoðaðu útboðslýsingu verðbréfasjóðsins og lykilupplýsingar og byggðu ekki endanlega fjárfestingarákvörðun eingöngu á þessum upplýsingum.
The fund invests in government bonds with state guarantee. The fund is suitable for those who want to invest for the longer term, want only government-backed securities, and can tolerate fluctuations in returns. The recommended minimum investment period is two years.
The investment portfolio of Stefnir - Government Bonds Medium only contains bonds and bills guaranteed by the Icelandic government. The aim is for the average duration of the fund to be 4-8 years. An average duration of this length means some volatility in the price of the fund depending on changes in yields on the market.
The fund is suitable for investors who want to invest long term, only want to invest in instruments with government guarantees and who are willing to accept fluctuations in price owing to changes in the yields of underlying assets.
Minimum | Maximum | |
|---|---|---|
Listed bonds and bills issued by or guaranteed by the Icelandic government | 60% | 100% |
Deposits of financial institutions | 0% | 20% |
Other financial instruments than those listed above | 0% | 10% |
Investing in financial instruments always involves a financial risk, such as the risk that the investment will not generate a return or that the principal amount will be lost. Past returns are not a reliable indicator of future returns. It should be noted that the risk of an investment increased if it is financed using credit and investment returns can fluctuate. The taxation of investments depends on the circumstances of each individual client and can change in the future. Therefore, it is important for investors to investigate themselves how the investment is taxed.
Investors are encouraged to carry out their own checks and analysis, e.g. reading the appropriate information documents and independently assessing such documents before making a decision on a specific investment. The prospectus and key investor information for
Undertakings for the Collective Investment in Transferable Securities (UCITS) and alternative investment funds marketed towards the public contain further information on the relevant fund, including risk and whether the fund is classed as a UCITS or an alternative investment fund marketed towards the public. You can read the prospectus and key investor information for each fund on Stefnir’s website by clicking on the name of that fund.
This information is provided for information purposes only and it should not be interpreted as advice to make a particular investment or as advice to buy, sell or dispose of in any other way specific financial instruments. This information is based on sources which Stefnir considers to be reliable, but it cannot be guaranteed that these sources are correct. Stefnir bears no responsibility for decisions or transactions which people may make on the basis of the information set out here.