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Handelsbanken Sverige Selektiv (A1)

Ranked 78 out of 81 in - Sweden over 12 months
All calculations are in SEK unless stated

Managed by

Jonathan Schönbäck

Jonathan Schönbäck is based in Stockholm and has worked at Handelsbanken since 2006. He is responsible for managing the Handelsbanken Sverige Selectiv (A1) Fund dealing in Swedish equities, using a quality investment style. Jonathan graduated from Uppsala University with an MSc in Economics and outside of work he enjoys skiing, tennis, music and the theatre.

Objective

The Fund is an actively managed fund, which concentrates holdings on a limited number of companies. The fund's objective is to generate returns over time through long-term investments mainly on the Swedish stock market. The fund invests in the long term of 16 to 25 Swedish companies. Derivatives may be used to achieve the investment objective and efficient management.

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

Performance

Sweden over : 31/08/2016 - 31/08/2017
  • Rank 78/81 Total Return
  • Rank 70/81 Standard Deviation
  • Rank 76/81 Max Drawdown

Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 4.8% 4.0%
2016 3.2% -4.9% -0.2% 7.2% 1.5%
2015 25.6% 17.2% -3.3% 0.4% 10.4%
2014 19.3% 4.1% 4.5% -1.5% 11.4%
2013 22.2% 7.4% -1.5% 11.2% 3.8%
2012 13.9% 10.8% -5.2% 3.5% 4.8%
2011 -14.6% -6.2% 0.1% -20.6% 14.5%
2010 27.4% 8.5% -2.7% 13.3% 6.5%
2009 60.8% -3.1% 32.3% 11.7% 12.3%
2008 -38.8% -8.4% -12.1% -13.0% -12.5%
2007 -5.6% 6.7% 3.3% -6.3% -8.6%
2006 32.3% 11.5% -3.6% 9.8% 12.2%
2005 7.4% 5.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Finland
  2. Sweden

Fund Info

  • Launch date26/09/2014
  • Share Class size3,002Mn
  • Base currencySEK
  • ISIN SE0005965639

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management1.85%
  • 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).