Register to get unlimited access to Citywire’s fund manager database. Registration is free and only takes a minute.

Didner & Gerge Aktiefond

Ranked 36 out of 82 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 : 31/12/2016 - 31/12/2017
  • Rank 36/82 Total Return
  • Rank 64/82 Standard Deviation
  • Rank 27/82 Max Drawdown

Total Return

Quarterly Performance

to 31/12/2017 Annual Q1 Q2 Q3 Q4
2017 9.9% 5.3% 4.3% 3.1% -3.0%
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 20.0% -2.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Finland
  2. Norway
  3. Sweden

Fund Info

  • Launch date21/10/1994
  • Share Class size46,353Mn
  • Base currencySEK
  • ISIN SE0000428336

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment100

Charges

  • Annual management1.22%
  • Initial investment0

Related News

Streamlined selection: Folksam’s Susanne Bolin Gärtner

Folksam’s fund selection chief talks about how her investment process reflects these attributes through a blend of traditional and innovative strategies.

Major changes at Nordic boutique as star managers step down

All change as Swedish group announces reshuffle of portfolio manager line-ups, a new hire and a planned fund launch.

Boutique launches Nordic small cap fund

Didner & Gerge Fonder AB has launched a small and mid cap fund focused predominantly on the Nordic region.

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