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Enter Sverige

Ranked 45 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. The Fund is actively managed and does not follow any indices. The objective of the Fund is to maximize returns over the long term, taking into account the fund's risk level. The fund may invest 10% outside the Swedish stock market.

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

Performance

Sweden over : 30/11/2016 - 30/11/2017
  • Rank 45/82 Total Return
  • Rank 62/82 Standard Deviation
  • Rank 56/82 Max Drawdown
Fund Name Currency Return
43 Lannebo Utdelningsfond SEK

14.4%

44 Swedbank Robur Ethica Sverige SEK

14.3%

45 Movestic SICAV - Movestic Sverige I SEK

14.2%

45 Enter Sverige SEK

14.2%

47 SEB Sverige Expanderad SEK

14.1%

Fund Name Currency Risk
60 Carnegie Sverigefond SEK

11.0

61 Enter Select SEK

11.0

62 Enter Sverige SEK

11.0

63 Lansforsakringar Sverige Aktiv A SEK

11.1

64 Enter Select Pro SEK

11.1

Fund Name Currency Loss
54 Alfred Berg Sverige Plus A SEK

-6.6%

55 Ethos Aktiefond SEK

-6.7%

56 Enter Sverige SEK

-6.9%

57 Cicero Focus A SEK

-6.9%

58 Monyx Svenska Aktier SEK

-7.0%

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 6.4% 3.7% 0.4%
2016 6.7% -3.8% -1.0% 10.0% 1.9%
2015 14.6% 16.0% -5.1% -6.5% 11.3%
2014 15.8% 4.5% 5.3% -2.2% 7.6%
2013 22.9% 7.9% -1.4% 10.7% 4.5%
2012 13.3% 11.8% -5.8% 3.9% 3.6%
2011 -20.4% -2.3% -1.2% -23.7% 8.1%
2010 27.0% 8.0% -3.2% 10.9% 9.5%
2009 65.7% -0.3% 25.4% 21.2% 9.4%
2008 -43.1% -10.3% -12.6% -13.1% -16.5%
2007 1.5% 5.4% 11.9% -8.2% -6.3%
2006 28.1% 13.8% -5.9% 8.3% 10.5%
2005 31.2% 3.7% 7.5% 8.2% 8.9%
2004 18.0% 7.5% 2.9% -1.4% 8.1%
2003 33.0% -6.5% 20.1% 4.0% 13.8%
2002 -36.8% -2.7% -18.6% -26.7% 8.9%
2001 -7.3% -12.0% 6.9% -17.4% 19.4%
2000 -8.4% 6.4% -5.7% -3.1% -5.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Sweden

Fund Info

  • Launch date30/11/1999
  • Share Class size1,225Mn
  • Base currencySEK
  • ISIN SE0000813917

Purchase Info

  • Min. initial investment50,000
  • Min. regular additional investment0

Charges

  • Annual management1.70%
  • 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).