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Enter Sverige Pro

Ranked 28 out of 82 in - Sweden over 12 months
All calculations are in SEK unless stated

Managed by

John Bornstein

John Bornstein graduated from the Stockholm School of Economics with an MBA. He started his career as a journalist for the magazine Business World. In 1996 he became a portfolio manager at Alfred Berg in Sweden. In 1999 he left Alfred Berg to start up the company Enter Fonder where he is currently a portfolio manager and is also responsibe for the management team. John is a Chartered European Financial Analyst (CEFA).

Objective

The fund invests in Swedish equities which the manager believes are undervalued on the stock exchanges. It is a special fund which means that the Fund may focus its holdings to a small number of companies. The Fund will always have at least nine companies in the portfolio but usually it will be between 20 and 25.

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

Performance

Sweden over : 31/12/2016 - 31/12/2017
  • Rank 28/82 Total Return
  • Rank 56/82 Standard Deviation
  • Rank 45/82 Max Drawdown
Fund Name Currency Return
27 Danske Invest Sweden A SEK

11.0%

28 Enter Sverige Pro SEK

11.0%

29 Danske Invest SICAV Sverige SA Cap SEK

10.6%

30 Carnegie Sverigefond SEK

10.5%

Fund Name Currency Risk
54 Danske Invest SICAV Sverige Beta SA Cap SEK

10.5

55 Evli Sweden Select B SEK

10.5

56 Enter Sverige Pro SEK

10.8

57 Enter Sverige SEK

10.8

58 Inside Sweden SEK

10.8

Fund Name Currency Loss
43 Enter Select Pro SEK

-6.4%

44 Swedbank Robur Sweden High Dividend SEK

-6.4%

45 Danske Invest SICAV Sverige SA Cap SEK

-6.5%

45 Enter Sverige Pro SEK

-6.5%

47 Simplicity Sverige SEK

-6.5%

47 Strategi Varlden SEK

-6.5%

Total Return

Quarterly Performance

to 31/12/2017 Annual Q1 Q2 Q3 Q4
2017 11.0% 6.6% 4.1% 0.8% -0.8%
2016 7.5% -3.7% -0.7% 10.2% 2.0%
2015 14.0% 16.5% -5.3% -6.6% 10.7%
2014 17.5% 4.6% 5.8% -1.8% 8.2%
2013 24.6% 8.8% -1.3% 11.4% 4.2%
2012 14.9% 12.3% -5.2% 4.1% 3.8%
2011 -18.7% -1.6% -0.9% -23.4% 8.7%
2010 28.3% 8.2% -2.4% 11.5% 8.9%
2009 65.5% -1.9% 27.8% 20.8% 9.3%
2008 -41.2% -9.6% -12.4% -12.6% -15.0%
2007 0.6% 5.8% 11.8% -8.5% -7.1%
2006 29.1% 14.3% -5.9% 9.1% 10.1%
2005 32.7% 4.8% 8.4% 8.2% 7.9%
2004 21.1% 9.6% 3.3% -1.2% 8.3%
2003 33.5% -4.9% 18.0% 5.1% 13.2%
2002 -33.9% -3.4% -18.2% -24.7% 11.2%
2001 -4.0% -12.8% 7.8% -16.0% 21.6%
2000 -7.8% 6.8% -4.6% -3.4% -6.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Sweden

Fund Info

  • Launch date30/11/1999
  • Share Class size980Mn
  • Base currencySEK
  • ISIN SE0000813925

Purchase Info

  • Min. initial investment1Mn
  • Min. regular additional investment0

Charges

  • Annual management0.50%
  • Initial investment0

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