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Handelsbankens Bosparfonden Bostadsratterna

Ranked 70 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 Swedish stock market. The fund invests in companies in Sweden. To protect the fund's value or to save costs 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 70/81 Total Return
  • Rank 8/81 Standard Deviation
  • Rank 26/81 Max Drawdown

Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 4.2% 3.2%
2016 5.2% -5.1% -1.9% 10.2% 2.5%
2015 9.5% 15.3% -5.9% -6.0% 7.4%
2014 15.8% 5.3% 4.8% -1.9% 7.0%
2013 25.2% 9.4% -1.5% 9.4% 6.2%
2012 16.4% 11.5% -4.9% 6.3% 3.3%
2011 -15.7% -1.7% -0.3% -21.0% 8.8%
2010 25.7% 7.8% -1.9% 10.8% 7.3%
2009 54.3% -2.9% 31.1% 13.0% 7.4%
2008 -39.3% -11.2% -7.9% -11.4% -16.3%
2007 -1.3% 7.8% 8.1% -6.7% -9.2%
2006 24.8% 11.4% -6.6% 8.6% 10.4%
2005 34.1% 5.1% 9.0% 8.9% 7.5%
2004 11.5% 7.4% 1.0% -2.0% 4.8%
2003 28.0% -7.3% 18.1% 5.9% 10.4%
2002 -37.4% -4.5% -21.3% -24.8% 10.8%
2001 -12.8% -16.0% 6.0% -19.3% 21.5%
2000 -17.2% 1.6% -6.8% -5.9% -7.0%
1999 60.3% 8.6% 9.5% 1.2% 33.1%
1998 15.6% 16.7% 7.5% -20.0% 15.1%
1997 20.0% 15.6% 7.1% 5.8% -8.4%
1996 34.5% 6.8% 8.0% 2.8% 13.4%
1995 -2.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Sweden

Fund Info

  • Launch date26/10/1987
  • Share Class size1,062Mn
  • Base currencySEK
  • ISIN SE0000355968

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management1.50%
  • 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).