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Affarsvarldenfonden

Ranked 82 out of 82 in - Sweden over 12 months
All calculations are in SEK unless stated

Managed by

Håkan Lundmark

Objective

The fund is an actively managed equity fund with a broad investment focus. The fund will invest at least 75% of fund assets in Swedish equities and up to 25% of the fund assets may be invested in shares of other Nordic countries. The Fund's holdings will be concentrated to about 20-30 different stocks. If this is justified by market conditions, the managers has also the ability to place up to 20% of the fund's assets in cash or other interest-bearing assets.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

Sweden over : 30/11/2016 - 30/11/2017
  • Rank 82/82 Total Return
  • Rank 77/82 Standard Deviation
  • Rank 81/82 Max Drawdown
Fund Name Currency Return
78 Viking Fonder Sverige A SEK

9.7%

79 Catella Smabolagsfond SEK

4.6%

80 Select Sverige SEK

3.5%

81 Coeli SICAV I - Sverige R SEK SEK

2.8%

82 Affarsvarldenfonden SEK

1.7%

Fund Name Currency Risk
75 Solidar Fonder Sverige SEK

11.9

76 Catella Smabolagsfond SEK

12.0

77 Affarsvarldenfonden SEK

12.4

78 Spiltan Aktiefond Sverige SEK

12.6

79 Swedbank Robur Exportfond SEK

13.1

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 1.0% 5.6% -2.3%
2016 13.4% 4.7% -5.9% 11.6% 3.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Sweden

Fund Info

  • Launch date31/12/2015
  • Share Class size50Mn
  • Base currencySEK
  • ISIN SE0006881371

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment1

Charges

  • Annual management1.45%
  • Initial investment0

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).