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Carnegie Strategy Fund

Ranked 75 out of 81 in - Sweden over 12 months
All calculations are in SEK unless stated

Managed by

John Strömgren

John Strömgren is the head of investment at HQ Bank. He was born in 1963 and holds a Diploma in Marketing Management. He is a Chartered European Financial Analyst, and started his financial career in 1985. He was employed by several of the major banks as an analyst and broker. Strömgren has been with HQ Fonder since 1996 and manages the HQ Strategifond.

Objective

The fund invests in Nordic equities with high dividend yields and in corporate bonds with high interest rates. There is no predetermined weighting between shares and corporate bonds, and the manager regularly analyses where the most interesting opportunities are available and invests accordingly. Unlike a traditional balanced fund, the fund is focused, which means that the numbers of equity and bond holdings are limited. The result is a Nordic total return.

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

Performance

Sweden over : 31/10/2016 - 31/10/2017
  • Rank 75/81 Total Return
  • Rank 2/81 Standard Deviation
  • Rank 5/81 Max Drawdown
Fund Name Currency Return
73 Catella Smabolagsfond SEK

13.8%

74 Inside Sweden SEK

13.2%

75 Carnegie Strategy Fund SEK

12.5%

76 SEB Stiftelsefond Balanserad SEK

11.5%

77 SEF Mimer Sverige A Cap SEK

11.2%

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 3.0% 5.2% -1.1%
2016 13.1% 0.4% 0.4% 8.2% 3.7%
2015 5.2% 9.6% -2.9% -3.9% 2.9%
2014 14.7% 5.4% 4.6% -0.3% 4.4%
2013 26.7% 5.8% 5.4% 6.3% 7.0%
2012 12.8% 7.5% -1.2% 2.3% 3.9%
2011 -14.7% -2.0% -3.3% -15.3% 6.1%
2010 12.7% 4.7% -6.1% 7.4% 6.9%
2009 50.2% -3.1% 28.8% 11.8% 7.5%
2008 -34.4% -7.1% -8.3% -9.9% -14.5%
2007 2.9% 9.9% 4.7% -5.8% -5.0%
2006 24.9% 11.9% -5.3% 7.6% 9.5%
2005 5.9% 10.2% 7.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Luxembourg
  2. Sweden
  3. Switzerland

Fund Info

  • Launch date01/01/1994
  • Share Class size957Mn
  • Base currencySEK
  • ISIN LU0075898758

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).