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Lannebo Utdelningsfond

Ranked 71 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 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 : 31/01/2017 - 31/01/2018
  • Rank 71/82 Total Return
  • Rank 62/82 Standard Deviation
  • Rank 74/82 Max Drawdown
Fund Name Currency Risk
60 Enter Sverige SEK

11.1

61 Didner & Gerge Aktiefond SEK

11.1

62 Lannebo Utdelningsfond SEK

11.1

63 Lansforsakringar Sverige Aktiv A SEK

11.1

64 Enter Select SEK

11.2

Fund Name Currency Loss
73 Inside Sweden SEK

-8.0%

74 Lannebo Utdelningsfond SEK

-8.0%

75 Movestic SICAV - Movestic Sverige I SEK

-8.1%

75 Swedbank Robur Exportfond SEK

-8.1%

Total Return

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
2017 5.7% 6.7% 3.3% 0.6% -4.8%
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 size495Mn
  • 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).