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Lannebo Sverige Plus

Ranked 14 out of 81 in - Sweden over 12 months
All calculations are in SEK unless stated

Managed by

Lars Bergkvist

Born in Hagfors, Sweden in 1960, Lars Bergkvist obtained an MSc in Mechanical Engineering and Marketing Management. He started his career as an analyst in corporate finance at H&Q Bank in 1990. In 1995 he started in institutional sales at Enskilda Securitiea before moving to Nordea in 2000 as a fund manager. He subsequently managed funds at H&Q Bank and AMF Pension. He is currently a fund manager at Lannebo Fonder where he manages the Lannebo Sverige fund. Outside of fund management, Lars enjoys golf, soccer and jogging.

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 : 31/08/2016 - 31/08/2017
  • Rank 14/81 Total Return
  • Rank 66/81 Standard Deviation
  • Rank 70/81 Max Drawdown
Fund Name Currency Return
12 Aktie-Ansvar Sverige A SEK

15.4%

13 Swedbank Robur Sverigefond SEK

14.7%

14 Lannebo Sverige Plus SEK

14.7%

15 Carnegie Sverige Select SEK

14.6%

16 Didner & Gerge Aktiefond SEK

14.5%

Fund Name Currency Risk
64 Ohman Sverige Smart Beta SEK

9.2

65 Enter Sverige SEK

9.3

66 Lannebo Sverige Plus SEK

9.4

67 Quesada Sverige SEK

9.4

68 Lundmark Affarsvarldenfonden A SEK

9.4

Fund Name Currency Loss
68 Swedbank Robur Ethica Sverige SEK

-7.3%

69 Swedbank Robur Humanfond SEK

-7.4%

70 Lannebo Sverige Plus SEK

-7.5%

71 Lannebo Sverige SEK

-7.9%

71 Nordic Equities Sweden SEK

-7.9%

Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 7.3% 3.6%
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 size7,497Mn
  • 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).