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Lundmark Aktiv Europa

Ranked 278 out of 1027 in - Europe over 12 months
All calculations are in EUR unless stated

Managed by

Håkan Lundmark

Objective

The Fund is an equity fund that primarily invest in European equities. The Fund may also use treasury-bills, bonds, fund-units and derivatives as part of the investment strategy. It is using a theme based approach with a bottom-up stock-picking approach within each theme. The Fund can invest in large caps as well as small and midcap companies. The portfolio is concentrated to approx. 50-60 holdings.

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

Performance

Europe over : 31/01/2017 - 31/01/2018
  • Rank 278/1027 Total Return
  • Rank 909/1027 Standard Deviation
  • Rank 295/1027 Max Drawdown
Fund Name Currency Return
276 TT European Equity A EUR EUR

14.4%

277 Optimix Europe Fund EUR

14.4%

278 FIDES Europa EUR

14.4%

278 Lundmark Aktiv Europa EUR

14.4%

280 Enjeux Europe R EUR

14.4%

Fund Name Currency Loss
295 Andbank Funds FCP European Equities A Acc EUR

-3.1%

295 MEAG EuroInvest A EUR

-3.1%

295 Lundmark Aktiv Europa EUR

-3.1%

295 Aktie-Ansvar Europa EUR

-3.1%

Total Return

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
2017 16.2% 8.1% 1.7% 2.2% 3.5%
2016 -4.1% -10.0% -3.6% 4.9% 5.3%
2015 19.4% 16.2% 0.8% -5.8% 8.2%
2014 4.9% 4.0% 2.5% -0.5% -1.1%
2013 8.6% 2.8% -5.1% 6.0% 5.0%
2012 16.6% 12.8% -6.8% 6.8% 3.8%
2011 -13.5% 1.7% -3.5% -19.0% 8.8%
2010 18.1% 4.9% -4.8% 9.7% 7.8%
2009 35.2% -2.9% 20.7% 12.3% 2.8%
2008 -48.9% -15.9% -1.8% -15.8% -26.5%
2007 2.5% -0.2% -2.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Sweden

Fund Info

  • Launch date01/02/2007
  • Share Class size70Mn
  • Base currencySEK
  • ISIN SE0001919143

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management1.40%
  • Initial investment1.4

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).