Fixed Income

Arctic Return

A fixed income fund providing a consistent return with low volatility

Invest close to home

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Nordic liquidity fund

Arctic Return is a liquidity fund with a proven track record.

Through active management and good “craftsmanship” the fund has achieved a competitive annual return over its life.

We manage our portfolio through active selection in the short-term Nordic credit market. Based on credit analyses and assessments of the interest and credit markets, active positions are taken in short-term bonds where we find the best risk/reward. 

The portfolio is well diversified and highly liquid, with low volatility and an absolute return focus.

Arctic Ansatte 2022 260122 ZSB 6270

Investment philosophy

The investment objective is to achieve capital appreciation through investment in a diversified portfolio of bonds and money market instruments, with the Nordic bond market as the main market. 

We aim to build a corporate credit portfolio with a weighted average credit score of investment grade. Yield is enhanced by adding crossover bonds and selected non-investment grade bonds with a short period to maturity. In the non-investment grade space, the fund invests in a careful selection of issuers and often in maturing bonds that have been refinanced and thus can provide an attractive return without increased risk. 

The key focus is on maintaining high liquidity and low volatility for the fund as a whole. 

The fund managers have a strong track record and extensive experience in managing bond portfolios.

The average modified duration of the Fund's portfolio of assets is set to be within the range of 0 – 12 months. The average credit duration is set to be within the range of 0-4 years. The fund is a UCITS fund with daily liquidity.

Morningstar trophy

Top rankings in recent years

Morningstar Fund Awards:

2023, 2021 & 2020: «Best Fund House: Fixed Income Norway»

2023: «Best NOK Bond Fund» Arctic Nordic Investment Grade

2022: «Best NOK Bond Fund» Arctic Return

Fund Performance

Investment team

Arctic Ansatte 2022 180122 ZSB 3904

Cathrine Foyn

Portfolio Manager / Partner

Arctic Ansatte 2022 180122 ZSB 3876

Trond Tømmerås

Portfolio Manager / Partner

Arctic Ansatte 2022 180122 ZSB 3850

Vegard Kjølhamar

Portfolio Manager

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The Nordic Fixed Income Market

This fund is primarily invested in the Nordic fixed income market. We believe the Nordic region constitutes an attractive investment universe, with industry diversification opportunities of global scale. The Nordic countries have stable legal and institutional frameworks and are know for their trust-based societies.

Read more about the Nordic fixed income market and the Arctic funds invested in the sector.

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Get invested

You don't need to be wealthy to start investing. As an online client, a sum of NOK 1,000 is enough to take the first step towards reaching your long-term financial goal. All Arctic funds can be purchased online via our online investment portal. The portfolios are actively managed by our experienced investment teams.

We also offer personal advisory service to investment companies and institutional clients looking to invest in the Arctic funds.

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Past performance in the fund is no guarantee for future returns. Future returns depend on the market, fund manager skill, fund risk level, costs, among others. Performance in the fund may at times be negative and may vary within periods.

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