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Carnegie Sverigefond

Ranked 19 out of 82 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 equity 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 a limited number of shares, typically approximately 25, that the manager really believes in.

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

Performance

Sweden over : 30/11/2016 - 30/11/2017
  • Rank 19/82 Total Return
  • Rank 60/82 Standard Deviation
  • Rank 62/82 Max Drawdown
Fund Name Currency Return
17 ODIN Sverige C SEK

17.7%

18 Enter Select Pro SEK

17.7%

19 Carnegie Sverigefond SEK

17.1%

20 Ohman Sverige Smart Beta SEK

17.0%

21 Nordic Equities Sweden SEK

16.9%

Fund Name Currency Risk
58 Enter Sverige Pro SEK

10.9

59 Didner & Gerge Aktiefond SEK

10.9

60 Carnegie Sverigefond SEK

11.0

61 Enter Select SEK

11.0

62 Enter Sverige SEK

11.0

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 7.0% 4.9% 0.0%
2016 13.4% -0.6% -2.8% 11.2% 5.5%
2015 6.7% 15.9% -5.6% -6.7% 4.5%
2014 21.3% 6.3% 5.5% -1.9% 10.3%
2013 30.1% 10.5% 1.1% 10.5% 5.4%
2012 16.2% 10.6% -4.1% 5.4% 3.9%
2011 -13.3% -2.0% -1.2% -16.9% 7.8%
2010 20.8% 5.6% -3.3% 10.8% 6.7%
2009 50.2% -2.3% 27.1% 10.8% 9.2%
2008 -34.4% -9.4% -11.2% -4.7% -14.5%
2007 -1.3% 10.0% 5.2% -7.7% -7.7%
2006 33.4% 14.2% -4.5% 8.7% 12.5%
2005 31.3% 5.7% 5.4% 9.0% 8.1%
2004 15.5% 1.2% 5.2% -1.0% 9.5%
2003 23.4% -6.2% 13.3% 3.8% 11.8%
2002 -21.5% 0.0% -12.0% -21.9% 14.2%
2001 -9.0% -13.9% 6.6% -19.6% 23.3%
2000 -4.5% 11.5% -4.3% -2.5% -8.2%
1999 71.4% 7.2% 12.3% 2.5% 39.0%
1998 11.3% 19.1% 8.6% -25.5% 15.4%
1997 31.7% 16.9% 8.7% 8.8% -4.8%
1996 49.6% 8.5% 10.0% 7.0% 17.2%
1995 -1.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Luxembourg
  2. Norway
  3. Sweden
  4. Switzerland

Fund Info

  • Launch date08/01/1987
  • Share Class size20,472Mn
  • Base currencySEK
  • ISIN SE0000429789

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management1.40%
  • Initial investment0

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Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).