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Agenta Svenska Aktier

Ranked 6 out of 81 in - Sweden over 12 months
All calculations are in SEK unless stated

Managed by

Peter Agardh

Peter Agardh was born in Lund, Sweden in 1967. He gained a bachelors degree from Lund University and later attended Constance University in Germany where he gained an MSc in economics and buisness administration. Peter started his career in 1994 as a consultant at Grufman Reje. In 1997 he joined MPIR (later taken over by Deloitte) where he started as a senior partner before becoming the CEO in 2003. Peter joined Agenta in 2005 where he is currently managing director and CIO as well as fund manager. Outside of fund management he enjoys spending time with his family and also enjoys golf, soccer, walking, music and the cinema and theatre.

Stefan Engström

Stefan Engström was born in Stockholm, Sweden in 1972. He attended Stockholm University where he gained a bachelor's degree in finance, and later attended the Stockholm School of Economics where he was awarded a PhD in finance. Stefan started his career in 1995 at KPMG where he became a senior manager in financial services. He joined Mercer Oliver Wyman in 2004 where he was a senior manager. Since 2005, Stefan has been the managing director and CEO of Agenta, where he is also a fund manager. He has also lectured at the Stockholm School of Economics since 1998. Outside of fund management he enjoys spending time with his family and sports such as golf and tennis.

Objective

The fund is an active fund focused on the Swedish stock market. The Fund's assets shall be invested in transferable securities, mutual funds, derivatives, money market instruments and deposits with credit institutions. Trading in derivatives may be made as a part of its investment strategy. Underlying assets derivative instruments consist of or attribute to financial indices or currencies. The Fund may invest in OTC derivatives.

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

Performance

Sweden over : 31/08/2016 - 31/08/2017
  • Rank 6/81 Total Return
  • Rank 50/81 Standard Deviation
  • Rank 10/81 Max Drawdown
Fund Name Currency Return
4 Norron Active R SEK Cap SEK

17.5%

5 C WorldWide SEK SEK

17.2%

6 Agenta Svenska Aktier SEK

16.6%

7 Spiltan Aktiefond Dalarna SEK

16.4%

8 Swedish Ideas Equity Fund SEK

16.3%

Fund Name Currency Loss
8 Carnegie Sverige Select SEK

-4.4%

9 Lannebo Sverige Flexibel SEK

-4.4%

10 Agenta Svenska Aktier SEK

-4.7%

11 Folksam LO Vastfonden SEK

-5.1%

12 SEB Sverigefond SEK

-5.2%

Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 6.8% 4.2%
2016 12.2% -2.6% -0.9% 9.8% 5.9%
2015 9.3% 15.6% -4.3% -6.7% 5.8%
2014 17.8% 6.4% 5.7% -1.7% 6.6%
2013 28.2% 9.5% -0.4% 11.4% 5.6%
2012 15.7% 11.1% -5.7% 6.3% 3.9%
2011 -15.6% -1.1% -1.1% -20.5% 8.5%
2010 21.9% 6.9% -4.5% 11.1% 7.4%
2009 49.0% -3.0% 26.8% 12.0% 8.2%
2008 -32.8% -8.3% -6.7% -9.8% -12.9%
2007 -0.6% 6.7% 7.5% -5.4% -8.3%
2006 7.0% 12.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Sweden

Fund Info

  • Launch date31/05/2006
  • Share Class size2,912Mn
  • Base currencySEK
  • ISIN SE0001953647

Purchase Info

  • Min. initial investment100,000
  • Min. regular additional investment1,000

Charges

  • Annual management0.24%
  • 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).