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Carnegie Sverige Select

Ranked 51 out of 81 in - Sweden over 12 months
All calculations are in SEK unless stated

Managed by

Simon Blecher

Simon Blecher was born in Stockholm in 1977. He attended the Uppsala University and Stockholm University where he studied Finance and Political Science and holds a Bachelors degree in Finance. Simon started his career as a financial journalist and head of stock selection and analysis at Affärsvärlden. He joined HQ Fonder in 2006 where he currently manages the HQ Sverigefond using an active managed, fundamental approach to investing. Outside of fund management he lists tennis, soccer, walking, music and the cinema/theatre as his main interests.

Objective

The Fund is a focused and actively managed special fund that invests in the long term on the Stockholm stock exchange. The fund seeks what are known as value companies, which means companies with stable operations, strong balance sheets and good prospects of paying dividends to shareholders. The Fund includes 10-15 shares, and any individual share may account for up to 30 percent of the fund.

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

Performance

Sweden over : 31/10/2016 - 31/10/2017
  • Rank 51/81 Total Return
  • Rank 7/81 Standard Deviation
  • Rank 8/81 Max Drawdown

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 5.2% 2.1% 4.1%
2016 10.7% -2.5% -2.9% 10.2% 6.1%
2015 4.4% 11.5% -2.3% -9.2% 5.6%
2014 17.6% 3.4% 8.8% -2.8% 7.6%
2013 31.2% 10.1% 0.4% 14.2% 4.0%
2012 18.3% 11.9% -1.7% 4.0% 3.5%
2011 -8.3% 0.3% -0.4% -16.2% 9.5%
2010 28.0% 7.6% -0.1% 10.1% 8.1%
2009 49.8% 7.7% 13.6% 12.7% 8.6%
2008 -30.4% -7.1% -8.5% -6.0% -12.8%
2007 -5.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Sweden

Fund Info

  • Launch date28/09/2007
  • Share Class size3,032Mn
  • Base currencySEK
  • ISIN SE0002098442

Purchase Info

  • Min. initial investment250,000
  • Min. regular additional investment0

Charges

  • Annual management0.75%
  • 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).