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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 : 31/01/2017 - 31/01/2018
  • Rank 82/82 Total Return
  • Rank 77/82 Standard Deviation
  • Rank 81/82 Max Drawdown

Total Return

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
2017 -1.1% 1.0% 5.6% -2.3% -5.1%
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 size40Mn
  • 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).