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

Handelsbanken Sverigefond

Ranked 68 out of 81 in - Sweden over 12 months
All calculations are in SEK unless stated

Managed by

Oscar Karlsson

Objective

The fund is an actively managed equity fund and its objective is to with good risk diversification in the long term achieve a return that exceeds the average of the NASDAQ OMX Nordic Exchange (Stockholm Stock Exchange). The fund invests in the Swedish market. To protect the fund's value or to save costs as a supplement derivatives such as futures are being used.

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

Performance

Sweden over : 31/08/2016 - 31/08/2017
  • Rank 68/81 Total Return
  • Rank 9/81 Standard Deviation
  • Rank 22/81 Max Drawdown
Fund Name Currency Loss
20 Skandia Sverige SEK

-5.6%

21 Evli Sweden Select B SEK

-5.7%

22 Handelsbanken Sverigefond SEK

-5.7%

23 Catella Smabolagsfond SEK

-5.8%

24 SEF Mimer Sverige A Cap SEK

-5.8%

24 Ohman Sverige Smart Beta SEK

-5.8%

Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 4.4% 3.3%
2016 5.8% -5.0% -1.8% 10.3% 2.8%
2015 10.5% 15.6% -5.7% -5.8% 7.6%
2014 17.1% 5.5% 5.0% -1.6% 7.3%
2013 25.3% 9.4% -1.5% 9.4% 6.2%
2012 16.5% 11.5% -4.9% 6.3% 3.3%
2011 -15.5% -1.7% -0.3% -20.9% 9.0%
2010 25.5% 7.8% -1.9% 10.7% 7.2%
2009 54.2% -2.9% 31.0% 13.0% 7.4%
2008 -39.0% -11.2% -7.5% -11.4% -16.1%
2007 -1.0% 7.9% 8.2% -6.5% -9.3%
2006 25.6% 12.0% -6.5% 8.5% 10.5%
2005 35.7% 5.3% 9.3% 9.4% 7.8%
2004 12.5% 7.6% 1.2% -1.7% 5.1%
2003 29.5% -7.5% 19.0% 6.3% 10.7%
2002 -39.2% -3.5% -23.1% -26.6% 11.6%
2001 -11.6% -15.7% 6.8% -21.3% 24.6%
2000 -16.5% 2.9% -7.0% -5.0% -8.3%
1999 64.7% 7.6% 12.6% 2.9% 32.2%
1998 16.3% 17.8% 7.7% -20.6% 15.4%
1997 20.6% 14.0% 6.7% 7.2% -7.6%
1996 38.1% 7.1% 9.6% 2.4% 14.9%
1995 -2.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Sweden

Fund Info

  • Launch date01/04/1988
  • Share Class size9,845Mn
  • Base currencySEK
  • ISIN SE0000582033

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management1.00%
  • Initial investment0

Related News

Baltic slowdown could hurt banks, says AAA-rated Swede

Swedish banks could be downplaying the problems they will soon be facing, according to AAA-rated Handelsbanken fund manager Ann Grevelius.

Goldman downgrades European banks as crisis enters next phase

Bill Miller said at the beginning of April that the credit crisis was over, but Goldman Sachs’ latest report on European banks says it is just moving on to the next stage.

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