CARN Capital manages the funds CARN Latitude (Long short) and CARN Longitude (Long only). CARN is a long term investor in sustainable companies in the Nordic region. CARN Latitude has more flexibility than CARN Longitude in terms of allocation. The latter will tend to provide close to full market exposure, providing relatively higher upside, but also higher risk. Historically, CARN Latitude has had a lower risk than the general equity market, and that can be expected to also apply relative to Longitude. Both funds are certified with the Nordic Swan Ecolabel.
Historical Performance CARN Latitude
|VINX Nordic NOK||16.8%||25.9%||10.3%||63.6%|
|MSCI Nordic Net lcl||2.7%||9.1%||6.3%||35.6%|
|Nordic Equity Hedge (NHX)||5.1%||8.4%||3.8%||20.6%|
Numbers are net of all fees.
The track record is a combination of the equity strategy of CARN from November 2015 to November 2016 and the CARN Long Short Fund (OPA3) established November 2016. During the first period the strategy was run as a discretionary portfolio. In November 2016 the capital was consolidated into a UCITS fund. Past performance is not necessarily indicative of future results and you may not retrieve your original investment. CARN Long Short changed name to CARN Latitude November 2020.
Key Investor Information Document (KIID)
The Key investor information documents are specific to the different share classes of the fund. These differ due to e.g. different fee structures, and have different restrictions in terms of who may invest in them. Please contact us for more information.
CARN Longitude - NOK-A1 Norwegian