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

Lannebo Utdelningsfond

Ranked 39 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 excludes the industries of tobacco, alcohol, weapons, gambling and pornography. The fund may invest be up to 10% in stock markets outside Sweden. The Fund normally invests in 15 to 25 companies.

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

Performance

Sweden over : 31/10/2016 - 31/10/2017
  • Rank 39/81 Total Return
  • Rank 70/81 Standard Deviation
  • Rank 73/81 Max Drawdown
Fund Name Currency Risk
68 Swedbank Robur Sverigefond SEK

10.3

69 Solidar Fonder Sverige SEK

10.5

70 Lannebo Utdelningsfond SEK

10.7

71 Lannebo Sverige SEK

10.9

72 Inside Sweden SEK

11.0

Fund Name Currency Loss
71 Lannebo Sverige SEK

-7.9%

71 Nordic Equities Sweden SEK

-7.9%

73 Lannebo Utdelningsfond SEK

-8.0%

74 Movestic SICAV - Movestic Sverige I SEK

-8.1%

74 Swedbank Robur Exportfond SEK

-8.1%

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 6.7% 3.3% 0.6%
2016 8.0% -1.9% -2.1% 6.9% 5.2%
2015 11.3% 17.2% -2.8% -6.5% 4.4%
2014 19.0% 9.1% 4.2% -1.3% 6.1%
2013 27.7% 7.9% -1.0% 14.1% 4.8%
2012 16.0% 11.8% -7.8% 7.6% 4.6%
2011 -17.4% -0.8% -3.2% -22.4% 10.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Sweden

Fund Info

  • Launch date01/10/2010
  • Share Class size320Mn
  • Base currencySEK
  • ISIN SE0003462126

Purchase Info

  • Min. initial investment100,000
  • Min. regular additional investment0

Charges

  • Annual management1.60%
  • 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).