Over 120 years of successful investments
Hereditas Ltd is managing EUR around 250 mil in assets based on time-tested traditions and values. The company’s values are built on professionalism, a long term outlook and reliability, and its communications are transparent, clear and consistent to all shareholders.
12,2
%
Return 2024
9,9
%
Yearly return 2020–2024
263,1
M€
Portfolio size 31.12.2024
1905
Founded
Traditions
Hereditas Ltd is managing EUR around 250 mil in assets based on time-tested traditions and values.
Stability
Hereditas Ltd is an investment company whose vision is to deliver stable and solid returns from one generation to another.
For the long term
Hereditas mission is to achieve investment capital appreciation in the long term, with good risk adjusted returns through efficient and professional asset management.
Investment philosophy
The goal of the investing activities is to create the conditions for solid returns on investment and to enable consistent dividends to shareholders.
The total return on investment is optimized through long-term, strategic allocation and tactical decisions based on market conditions. The objective is to achieve an annual total yield of 5-8% of net asset value.
The investments comprise equities, fixed income and alternative investments. The aim is to build a well diversified portfolio, which covers various asset classes and geographical areas. Equities and equity related instruments are generally the most significant asset classes. When making investments decisions, ESG-criteria and sustainability is also taken into account.
The Board drafts a detailed annual investment strategy. This specifies, for instance, the strategic asset allocation, cutoff points and limits, while also identifying and analyzing investment risks. The annual investment strategy can be found in the annual report.
Target yield
The target yield is 3–5% of net asset value to shareholders. The intention is that the yield is stable and slowly increasing. The yield may be in the form of dividends, capital repayments, or a combination of both.