Lannebo Fonder

What Lannebo Fonder does

Lannebo Fonder (legal entity Lannebo Kapitalförvaltning AB) is an independent, Stockholm-based asset manager founded in 1906 and operated within the Öhman Group (Öhmankoncernen). The firm manages 11+ actively managed equity, fixed-income, and mixed-asset funds — spanning Swedish large-cap, Nordic small/mid-cap, micro-cap, global technology, corporate bonds, high yield, floating-rate notes, and Article 8 SFDR sustainable credit — alongside discretionary portfolio management for Private Banking and institutional clients. Its investment process is built on proprietary fundamental research, systematic ESG integration, and active ownership (company visits, voting, nomination-committee participation), with PM teams led by named individuals for each strategy.

The company generates revenue primarily through recurring management and transaction fees on AUM, with publicly disclosed total-cost ratios ranging from 0.66% (Lannebo Sustainable Corporate Bond) to 1.72% (Lannebo Mixfond / Mixfond Offensiv). Distribution is multi-channel: direct via lannebo.se and the Lannebo Web platform, through third-party banks, insurance companies, and online brokers, via the Swedish premium-pension marketplace (Fondtorg), and through dedicated institutional and Private Banking sales teams. Customers span retail savers, HNW individuals, family offices, municipalities, insurance companies, and large institutions. The firm is regulated by Finansinspektionen and is a member of Fondbolagens Förning. Recent activity includes a new Strategic Industries fund (2026), senior leadership additions, premium-pension procurement wins, and a LSEG Lipper Fund Award for the Sustainable Corporate Bond fund.

Name

Lannebo Fonder

Legal name

Lannebo Kapitalförvaltning AB

Website

https://lannebo.se

Company type

Private

Founded year

1906

Operating status

Operating

Headcount range

51–100 employees

Short description

Lannebo Fonder is an independent Swedish asset manager offering actively managed equity, fixed-income, and mixed funds to retail, high-net-worth, family-office, municipal, and institutional clients, distributed via direct, third-party, and pension-marketplace channels.

Ownership category

akta.pro rank

Product category

Asset Management

NAICS

Portfolio Management and Investment Advice (523940), Open-End Investment Funds (525910), Funds, Trusts, and Other Financial Vehicles (525)

SIC

Investment Advice (6282)

akta.pro primary industry

Investment Management Advisory (RIA) (FSAEAAAB)

akta.pro secondary industry

Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)

Keywords

• Actively managed funds
• Asset management services
• Equity fund management
• Fixed income funds
• Private banking wealth

Headquarters

HQ city

Stockholm

HQ country

Sweden

HQ region

Europe

Offices2 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Fund Management Fees: Lannebo generates revenue through management fees charged on its actively managed equity and fixed income funds. Fee structures include management fees (e.g., 1.52% for Sweden Micro Cap, 1.03% for Sverige Plus, 0.91% for High Yield, 0.61% for Sustainable Corporate Bond) and transaction fees. The company manages funds for private individuals, small businesses, insurance companies and large institutions.
2. Private Banking and Discretionary Portfolio Management: Lannebo offers Private Banking services and discretionary portfolio management, taking responsibility for clients' wealth according to their preferences, generating fee-based revenue.
3. Institutional Asset Management: Lannebo provides discretionary portfolio solutions for institutional clients, built primarily on Lannebo funds complemented by selected external strategies.

Pricing tiers

Go-to-market motion3 records

Distribution channels5 records

Marketing channels7 records

Core offering

Lannebo Fonder is an independent fund management company that provides actively managed equity funds, fixed income funds, and mixed/allocation funds for private individuals, businesses, and institutional clients. The firm also offers Private Banking with discretionary portfolio management and tailored institutional asset management solutions built primarily on its own fund range complemented by selected external strategies.

Product overview

Lannebo Fonder operates as an independent asset manager and fund company offering a broad range of actively managed equity and fixed income funds. The product portfolio consists of: (1) Equity funds — Lannebo Sverige (large-cap Swedish), Lannebo Sverige Plus (long/short enhanced Swedish), Lannebo Småbolag (small/mid-cap Swedish), Lannebo Sweden Micro Cap (micro-cap Swedish), Lannebo Teknik (global technology); (2) Fixed income funds — Lannebo Företagsobligationsfond (corporate bonds, IG/ HY mix), Lannebo Sustainable Corporate Bond (green/social bonds, Article 8), Lannebo High Yield (Nordic high yield), Lannebo FRN (floating rate notes); and (3) Mixed/allocation funds — Lannebo Mixfond (fully flexible 0–100% equity) and Lannebo Mixfond Offensiv (balanced, 50–100% equity). The funds are managed by specialized in-house teams and sold directly to private investors, businesses, and institutional clients. Services also include discretionary portfolio management (Private Banking) and investment advisory.

Differentiator

Problem solved

Functional benefit

Products and services

• Lannebo Sweden Micro Cap Actively managed equity fund investing in smaller Swedish companies with market capitalization up to 0.5% of the total Swedish stock exchange value, with up to 10% exposure to other Nordic markets. Style-neutral strategy combining stable cash-flow companies and above-average growth companies.
• Lannebo Sverige Actively managed Swedish equity fund with over 20 years of history, focused on long-term performance and risk awareness, investing in Swedish companies with leading global market positions in a concentrated portfolio.
• Lannebo Sverige Plus Swedish equity fund with greater flexibility and opportunities, taking both short and additional long positions relative to its benchmark index. Aims to generate excess returns by overweighting and underweighting positions based on mispriced stocks.
• Lannebo Småbolag Actively managed equity fund providing broad exposure to small and medium-sized Swedish companies with a market capitalization cap of 1% of the total Swedish stock market, with over 20 years of history.
• Lannebo Teknik Actively managed global equity fund focused on market-leading technology companies across health, security, resource efficiency, and digital content, with over 20 years of history.
• Lannebo Mixfond Actively managed mixed fund with a variable allocation between equities and fixed income, where the equity share can vary between 0 and 100 percent depending on market view. Managed by experienced team balancing asset classes.
• Lannebo Sustainable Corporate Bond Actively managed fixed income fund investing in corporate bonds used to finance environmental or social projects (green, social, or sustainable bonds) and bonds from companies contributing to a sustainable future. Article 8 SFDR product focused on Nordic and European issuers with Investment Grade average credit rating.
• Lannebo High Yield Actively managed high yield corporate bond fund investing in the Nordic region, focusing on companies with low credit ratings. Average bond duration does not normally exceed three years and foreign currency exposure is always hedged. Article 8 SFDR product.
• Lannebo FRN Fixed income fund investing primarily in floating rate notes (FRN), minimizing interest rate risk impact on returns. The fund's yield generally increases when market interest rates rise.
• Lannebo Företagsobligationsfond Actively managed corporate bond fund investing in carefully selected Nordic and European corporate bonds with good credit ratings (Investment Grade), with the possibility to allocate up to 50% to high yield bonds to enhance return potential. Average remaining interest-binding period typically 1-4 years.
• Lannebo Mixfond Offensiv Actively managed balanced fund with flexible allocation between equities and fixed income, where managers can invest 50-100% in equities depending on market view. Risk level 4/7, suitable for investment horizon of at least five years.
• Lannebo Private Banking Private Banking service offering personalized wealth management, discretionary portfolio management, and ongoing dialogue with dedicated wealth managers for high-net-worth individuals and private investors.
• Lannebo Institutional Asset Management Discretionary portfolio solutions for institutional clients, built primarily on Lannebo funds complemented by selected external strategies, with mandates tailored for capital preservation, growth, or diversification and delivered via a dedicated institutional sales team.
• Lannebo Strategic Industries New Lannebo fund launched in 2026 targeting Europe's competitiveness and resilience, aimed at investors who want exposure to European strategic industries.

Quantifiable outcome

• Lannebo Sustainable Corporate Bond — Best fund in Bond Nordic category over five years at LSEG Lipper Fund Awards Europe 2026
• +1 more outcomes

Named customers4 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

Five partnerships are on record, tiered minor.

• WhistlelinkminorOthersWhistlelink is an external whistleblower service provider enabling anonymous reporting and continued dialogue for reporting suspected misconduct at Lannebo.
• Fondbolagens Förening (Swedish Fund Industry Association)minorOthersLannebo is a member of the Swedish Fund Industry Association (Fondbolagens Förening), which sets codes and guidelines that member firms must follow, including marketing guidelines developed in consultation with the Swedish Consumer Agency.
• Finansinspektionen (Swedish Financial Supervisory Authority)minorOthersFinansinspektionen is the competent supervisory authority for Lannebo, ensuring compliance with European and Swedish fund regulations. Lannebo has no companies registered outside the EU.
• MSCIminorOthersMSCI provides data used for sustainability reporting in Lannebo funds, including carbon footprint and other ESG metrics. Noted as data source for fund sustainability disclosures.
• Solactive AGminorOthersSolactive AG calculates and publishes several benchmark indices used by Lannebo funds. The index is neither sponsored, endorsed, sold, nor promoted by Solactive AG.

Scale indicators4 records

Recent moves5 records

Expansion highlights5 records

Broad incumbents

• Swedbank Robur: Largest Swedish fund manager, affiliated with Swedbank, offering a broad range of equity and fixed income funds to retail and institutional clients. Most directly comparable scale-wise and product-wise, though bank-affiliated rather than independent.
• SEB Investment Management: Asset management arm of SEB, one of the largest Nordic asset managers, with active and passive funds, institutional mandates, and discretionary wealth services across the Nordics and Europe. Closely comparable product mix; differs in bank-affiliated status.
• Handelsbanken Fonder: Bank-affiliated Swedish fund manager with a wide range of actively managed equity, fixed income, and mixed funds for retail and institutional clients. Directly competes with Lannebo in Swedish equity and PPM distribution.
• DNB Asset Management: Asset management arm of DNB, offering a wide range of Nordic and global funds to retail and institutional clients. Comparable in Nordic reach, though bank-affiliated and broader than Lannebo's independent specialist positioning.
• Nordea Asset Management: One of the largest Nordic and European asset managers, offering active and passive funds, sustainable strategies, and institutional mandates. Comparable in product breadth; bank-affiliated and significantly larger than Lannebo.
• Storebrand Asset Management: Large Norwegian asset manager with Nordic and European active funds, sustainable strategies, and institutional services. Comparable Nordic active-funds franchise with strong sustainability positioning; now parent of Skagen, giving overlap with Lannebo's core market.

Direct peers

• Öhman Fonder: Sister company within the same Öhmankoncernen group, offering active equity funds (including Öhman Global, Öhman Global Småbolag). Shares ownership, distribution partners, and some fund managers with Lannebo; effectively the closest peer within the corporate family.
• Carnegie Fonder: Swedish independent active asset manager offering equity, fixed income, and mixed funds with a long heritage. Closely comparable as an independent Nordic boutique competing with Lannebo for retail PPM selection and institutional mandates.
• Skagen Funds: Norwegian active asset manager offering global and Nordic equity funds and mixed funds, now part of Storebrand. Comparable as a Nordic active-only fund house with broad retail and institutional distribution.
• Didner & Gerge: Swedish independent active asset manager offering equity and mixed funds with a strong Swedish/Nordic focus. Comparable as a smaller-scale Swedish active independent competing in the same PPM and institutional RFP channels.

Market position

Strengths1 record

Weaknesses1 record

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• YouTubeyoutube.com/user/LanneboFonder
• LinkedInlinkedin.com/company/lannebo-fonder/mycompany/?viewAsMember=true
• Instagraminstagram.com/lannebo.se

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles30 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments2 records

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Lannebo Fonder