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Didner & Gerge Aktiefond

Ranked 25 out of 81 in - Sweden over 12 months
All calculations are in SEK unless stated

Managed by

Adam Nyström

Adam Nyström was born in Stockholm during the late seventies. He attended Stockholm University as well as the University of Singapore and the Hong Kong Baptist University, and has degrees in business administration and finance & economics. He has been working in the finance industry for just over five years having started out as a research analyst at Carnegie Fonder. In 2005 he joined Didner & Gerge Fonder where he is currently as a portfolio manager.

Gustaf Setterblad

Gustaf Setterbald studied at the Stockholm School of Economics. He holds an MA in business administration, and started running money in 2004 when he joined Didner & Gerge Fonder AB where he is a senior portfolio manager.

Objective

The Fund is an actively managed equity fund that primarily invests in equity and equity related transferable securities. Not less than 90% of these investments will be placed in equity and equity related transferable securities domiciled in Sweden. The fund is actively managed and may invest in transferable securities, mutual funds, Swedish treasury bills and deposits with credit institutions.

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

Performance

Sweden over : 31/10/2016 - 31/10/2017
  • Rank 25/81 Total Return
  • Rank 61/81 Standard Deviation
  • Rank 29/81 Max Drawdown
Fund Name Currency Return
23 Enter Select SEK

21.2%

24 Indecap Guide Sverige A SEK

21.1%

25 Didner & Gerge Aktiefond SEK

20.9%

26 Carnegie Sverigefond SEK

20.9%

27 Gustavia Sverige SEK

20.7%

Fund Name Currency Risk
59 Norron Active R SEK Cap SEK

10.1

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

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 5.3% 4.3% 3.1%
2016 15.8% -0.8% -1.9% 11.4% 6.8%
2015 8.6% 16.2% -3.3% -7.0% 4.0%
2014 19.0% 9.2% 4.7% -3.4% 7.7%
2013 28.5% 10.3% 2.3% 11.1% 2.6%
2012 26.0% 17.4% -5.5% 7.8% 5.3%
2011 -16.2% -2.3% -0.9% -22.9% 12.2%
2010 29.5% 6.0% -2.8% 13.5% 10.8%
2009 83.3% -6.0% 35.7% 26.6% 13.5%
2008 -42.1% -10.4% -14.1% -7.7% -18.5%
2007 0.5% 6.5% 8.7% -5.8% -7.9%
2006 19.2% 12.6% -9.3% 6.2% 10.0%
2005 34.0% 4.8% 11.8% 5.7% 8.2%
2004 21.0% 15.3% -1.2% -1.9% 8.3%
2003 33.4% -8.0% 21.1% 8.9% 9.9%
2002 -34.0% -4.1% -21.2% -23.6% 14.3%
2001 5.7% -10.6% 9.8% -19.6% 33.9%
2000 15.6% 16.3% -5.7% 4.8% 0.6%
1999 63.1% 2.2% 16.4% 1.3% 35.5%
1998 24.4% 17.9% 10.6% -15.3% 12.6%
1997 37.9% 16.5% 5.7% 14.1% -1.8%
1996 60.2% 7.7% 7.7% 12.0% 23.3%
1995 -2.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Sweden

Fund Info

  • Launch date21/10/1994
  • Share Class size48,275Mn
  • Base currencySEK
  • ISIN SE0000428336

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment100

Charges

  • Annual management1.22%
  • 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).