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Lannebo Sverige Plus

Ranked 54 out of 82 in - Sweden over 12 months
All calculations are in SEK unless stated

Managed by

Martin Wallin

Objective

The Fund is an actively managed equity fund that primarily invests in the Swedish stock market. The Fund normally invests in 25 to 40 companies. Selection is based on a thorough analysis based on knowledge and regular meetings with the companies. The goal is to find companies that over time can give a good risk-adjusted returns. Net exposure to the stock market is between 90 and 100 percent.

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

Performance

Sweden over : 31/01/2017 - 31/01/2018
  • Rank 54/82 Total Return
  • Rank 67/82 Standard Deviation
  • Rank 69/82 Max Drawdown
Fund Name Currency Risk
65 Inside Sweden SEK

11.3

66 Enter Select Pro SEK

11.3

67 Lannebo Sverige Plus SEK

11.4

68 Lannebo Sverige SEK

11.4

69 Simplicity Sverige SEK

11.4

69 Swedbank Robur Sverigefond MEGA SEK

11.4

Fund Name Currency Loss
67 Swedbank Robur Ethica Sverige SEK

-7.3%

68 Swedbank Robur Humanfond SEK

-7.4%

69 Lannebo Sverige Plus SEK

-7.5%

70 Catella Smabolagsfond SEK

-7.7%

71 Nordic Equities Sweden SEK

-7.9%

71 Lannebo Sverige SEK

-7.9%

Total Return

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
2017 9.6% 7.3% 3.6% 2.0% -3.4%
2016 12.8% -2.1% -2.1% 8.9% 8.1%
2015 13.5% 17.5% -3.3% -5.9% 6.1%
2014 23.9% 9.8% 6.6% -0.8% 6.6%
2013 27.8% 6.9% -0.8% 15.4% 4.4%
2012 18.1% 12.5% -8.3% 9.5% 4.4%
2011 -19.5% -1.3% -0.9% -26.6% 12.2%
2010 34.2% 9.3% -2.1% 13.8% 10.3%
2009 63.6% -0.1% 34.1% 12.1% 8.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Finland
  2. Sweden

Fund Info

  • Launch date11/12/2008
  • Share Class size6,187Mn
  • Base currencySEK
  • ISIN SE0002686584

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management1.00%
  • 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).