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Catella Smabolagsfond

Ranked 73 out of 81 in - Sweden over 12 months
All calculations are in SEK unless stated

Managed by

Henrik Holmer

Based in Stockholm, Henrik Holmer is a portfolio manager at Catella Fondforvaltning. Holmer began his career at SVT Nyheter before moving to Catella as a fund administrator in 2005. He held this position for four years, before becoming a portfolio manager in 2009. Holmer is the lead manager on the Catella Nordic Tiger Fund, which holds Nordic equities. He received two MScs from Stockholm University in Business Administration and Economics.

Martin Nilsson

Objective

The fund invests in Swedish small sized companies and focuses on finding undervalued companies. The fund conducts active management of financial instruments in the form of investments in transferable securities, mainly equities, but also in fund units, fixed-income transferable securities and money-market instruments, as well as derivatives where the underlying assets correspond to stocks and/or stock indices, mainly in the Swedish market.

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

Performance

Sweden over : 31/10/2016 - 31/10/2017
  • Rank 73/81 Total Return
  • Rank 62/81 Standard Deviation
  • Rank 23/81 Max Drawdown
Fund Name Currency Return
71 Cicero Focus A SEK

14.4%

72 Strategi Varlden SEK

14.1%

73 Catella Smabolagsfond SEK

13.8%

74 Inside Sweden SEK

13.2%

75 Carnegie Strategy Fund SEK

12.5%

Fund Name Currency Risk
60 Enter Select SEK

10.1

61 Didner & Gerge Aktiefond SEK

10.1

62 Catella Smabolagsfond SEK

10.2

63 Danske Invest Sverige Fokus SEK

10.2

63 Carnegie Sverigefond SEK

10.2

63 Enter Select Pro SEK

10.2

Fund Name Currency Loss
21 Evli Sweden Select B SEK

-5.7%

22 Handelsbanken Sverigefond SEK

-5.7%

23 Catella Smabolagsfond SEK

-5.8%

24 SEF Mimer Sverige A Cap SEK

-5.8%

24 Ohman Sverige Smart Beta SEK

-5.8%

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 2.9% 4.0% 1.4%
2016 11.0% -3.1% -3.1% 14.1% 3.7%
2015 34.7% 13.9% -2.8% -0.6% 22.3%
2014 28.0% 11.4% 8.1% -4.6% 11.3%
2013 30.8% 9.6% -2.7% 17.3% 4.6%
2012 12.7% 12.9% -3.8% 1.8% 2.0%
2011 -22.6% -0.9% -3.8% -24.5% 7.5%
2010 25.9% 9.2% -5.5% 10.9% 10.0%
2009 41.2% -0.1% 19.5% 8.8% 8.7%
2008 -30.4% -7.5% -5.9% -8.2% -12.8%
2007 -3.1% 5.6% 2.9% -5.1% -6.1%
2006 31.6% 13.1% -0.3% 4.5% 11.6%
2005 34.8% 4.6% 10.5% 9.3% 6.7%
2004 14.0% 4.5% 1.9% 0.4% 6.7%
2003 33.3% -4.3% 19.4% 6.2% 9.8%
2002 -32.9% -3.3% -17.6% -23.5% 10.2%
2001 -3.7% -9.4% 6.7% -17.7% 21.0%
2000 -7.2% 23.9% -11.4% -3.3% -12.5%
1999 61.7% 7.6% 8.3% 1.5% 36.6%
1998 7.2% -16.5% 12.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Sweden

Fund Info

  • Launch date16/02/1998
  • Share Class size4,852Mn
  • Base currencySEK
  • ISIN SE0000577330

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management1.50%
  • 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).