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Alfred Berg Sverige Plus A

Ranked 67 out of 81 in - Sweden over 12 months
All calculations are in SEK unless stated

Objective

The Fund is an actively managed equity fund. The fund's assets will be mainly invested in the Swedish stock market. The focus is diversified and not limited to any particular industry. The Fund may invest in transferable securities, money market instruments, fund units and accounts with credit institutions. Investments in derivatives can be made in order to improve management efficiency.

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

Performance

Sweden over : 31/08/2016 - 31/08/2017
  • Rank 67/81 Total Return
  • Rank 7/81 Standard Deviation
  • Rank 54/81 Max Drawdown
Fund Name Currency Loss
52 Quesada Sverige SEK

-6.6%

52 ODIN Sverige C SEK

-6.6%

54 Alfred Berg Sverige Plus A SEK

-6.6%

55 Ethos Aktiefond SEK

-6.7%

56 Enter Sverige SEK

-6.9%

Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 2.6% 4.1%
2016 11.8% -4.0% -0.3% 10.7% 5.5%
2015 17.2% 17.5% -4.2% -4.6% 9.1%
2014 15.4% 5.1% 3.3% -0.1% 6.4%
2013 26.0% 9.9% -1.4% 9.5% 6.2%
2012 18.1% 16.6% -6.2% 5.4% 2.5%
2011 -8.1% -3.2% 6.2% -19.4% 11.0%
2010 12.0% 11.4% -12.9% 3.1% 11.9%
2009 48.5% -4.7% 29.9% 11.4% 7.8%
2008 -42.0% -10.8% -10.1% -11.9% -18.0%
2007 -2.8% 6.3% 7.0% -4.1% -11.0%
2006 23.7% 10.4% -7.3% 9.2% 10.7%
2005 30.2% 4.2% 8.6% 7.7% 6.8%
2004 17.4% 8.5% 3.7% -1.6% 6.1%
2003 30.4% -7.8% 19.5% 6.7% 10.8%
2002 -43.7% -5.5% -25.0% -29.2% 12.1%
2001 -21.3% -20.4% 5.1% -22.6% 21.5%
2000 -6.9% -14.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Sweden

Fund Info

  • Launch date08/06/2000
  • Share Class size1,432Mn
  • Base currencySEK
  • ISIN SE0000709271

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • 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).