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Catella Sverige Aktiv Hallbarhet

Ranked 40 out of 82 in - Sweden over 12 months
All calculations are in SEK unless stated

Managed by

Henrik Gripenvik

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.

Anna Strömberg

Objective

The fund is an actively managed equity fund that primarily invests in Swedish equities and equity derivatives but may also at times invest in other countries. The Fund may also invest to a limited extent in bonds and money market instruments. Money market instruments must be issued by state, municipal, mortgage or business. Corporate bonds will mostly have a minimum credit rating of BBB by Standard & Poor's scale. The Fund will normally invest at least 90 percent of the equity financial instruments. The Fund may invest up to 10 percent of the so-called unlisted financial instruments.

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

Performance

Sweden over : 31/01/2017 - 31/01/2018
  • Rank 40/82 Total Return
  • Rank 55/82 Standard Deviation
  • Rank 26/82 Max Drawdown

Total Return

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
2017 6.8% 4.9% 3.4% 2.1% -3.6%
2016 5.7% -5.3% -0.8% 7.4% 4.7%
2015 4.9% 13.1% -5.5% -6.8% 5.4%
2014 15.9% 6.3% 5.3% -1.9% 5.6%
2013 27.9% 8.6% -0.8% 10.9% 7.0%
2012 17.2% 11.8% -4.1% 5.5% 3.6%
2011 -16.3% -0.3% -0.2% -22.4% 8.4%
2010 27.2% 10.0% -0.9% 9.8% 6.4%
2009 57.0% 1.6% 28.4% 10.7% 8.8%
2008 -46.3% -12.2% -10.8% -12.7% -21.5%
2007 1.5% 9.0% 4.8% -5.1% -6.3%
2006 28.0% 20.2% -9.4% 6.3% 10.5%
2005 38.1% 5.7% 9.1% 8.5% 10.5%
2004 17.1% 6.7% 3.0% -1.2% 7.9%
2003 47.6% -5.3% 23.1% 10.7% 14.4%
2002 -36.7% -2.8% -20.4% -29.1% 15.4%
2001 -10.6% -13.9% 6.1% -21.8% 25.3%
2000 -12.1% 28.7% -13.2% -4.2% -17.8%
1999 87.9% 11.2% 11.0% 4.8% 45.3%
1998 10.3% -21.1% 16.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Sweden

Fund Info

  • Launch date16/02/1998
  • Share Class size3,919Mn
  • Base currencySEK
  • ISIN SE0000577322

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment1

Charges

  • Annual management1.50%
  • Initial investment1.5

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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).