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Folksam LO Vastfonden

Ranked 22 out of 81 in - Sweden over 12 months
All calculations are in SEK unless stated

Managed by

Ian Raftell

Ian Raftell was born in Stockholm in 1968. He attended the Stockholm School of Economics where he studied for his MBA. Ian started his career with Sanwa Asset Management in London as an assistant fund manager in 1997. After a year he joined Swedbank Asset Management as a discretionary fund manager and in 2002 he became a fund manager in equities at the newly named Swedbank Robur. He manages various ethical funds, and describes his investment approach as 'fundamental long only'. Ian has been a fund manager for more than ten years.

Objective

The fund invests in equities mainly in large and medium-sized Swedish companies. The Fund aims to invest 10 to 25% in companies with strong roots in Vastra Gotalands and Halland (West Sweden). The Fund may use derivatives to achieve the investment objective. The investment focus is broad and investments are made in several sectors and companies. The fund is mainly aimed at saving in pension and premium pension. The fund refrains from investing in tobacco producing companies and follows the investment criteria of environmental, human rights and corruption.

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

Performance

Sweden over : 31/08/2016 - 31/08/2017
  • Rank 22/81 Total Return
  • Rank 11/81 Standard Deviation
  • Rank 11/81 Max Drawdown
Fund Name Currency Return
20 Folksam LO Sverige SEK

14.0%

21 Quesada Sverige SEK

13.4%

22 Folksam LO Vastfonden SEK

13.3%

23 Gustavia Sverige SEK

13.2%

24 Carnegie Sverigefond SEK

13.1%

Fund Name Currency Risk
9 Handelsbanken Sverigefond SEK

7.3

10 C WorldWide SEK SEK

7.4

11 Folksam LO Vastfonden SEK

7.5

11 Skandia Sverige SEK

7.5

13 Carnegie Sverige Select SEK

7.5

Fund Name Currency Loss
9 Lannebo Sverige Flexibel SEK

-4.4%

10 Agenta Svenska Aktier SEK

-4.7%

11 Folksam LO Vastfonden SEK

-5.1%

12 SEB Sverigefond SEK

-5.2%

13 Folksam LO Sverige SEK

-5.3%

Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 6.9% 5.2%
2016 9.0% -3.2% -1.8% 10.7% 3.6%
2015 11.1% 16.8% -6.2% -6.0% 7.9%
2014 15.0% 4.6% 3.8% -0.8% 6.8%
2013 25.2% 9.8% -1.6% 9.3% 6.0%
2012 18.2% 11.9% -5.1% 7.1% 4.0%
2011 -16.2% -1.4% 0.0% -21.8% 8.7%
2010 26.3% 7.4% -0.9% 10.7% 7.2%
2009 56.0% -3.5% 30.0% 15.0% 8.2%
2008 -39.2% -11.0% -7.3% -10.7% -17.5%
2007 -1.5% 8.0% 6.4% -4.9% -9.9%
2006 26.1% 10.8% -6.6% 9.8% 11.0%
2005 35.3% 7.5% 7.9% 8.4% 7.6%
2004 21.3% 8.0% 3.9% 1.2% 6.7%
2003 28.2% -7.8% 19.1% 3.7% 12.6%
2002 -33.0% -2.1% -17.8% -25.6% 11.8%
2001 -11.2% -14.5% 6.4% -19.1% 20.7%
2000 -8.6% 6.3% -3.7% -2.1% -8.7%
1999 10.9% 1.6% 31.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Sweden

Fund Info

  • Launch date18/03/1999
  • Share Class size5,059Mn
  • Base currencySEK
  • ISIN SE0000540619

Purchase Info

  • Min. initial investment100,000
  • Min. regular additional investment0

Charges

  • Annual management0.40%
  • 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).