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Nordea Alfa

Ranked 6 out of 82 in - Sweden over 12 months
All calculations are in SEK unless stated

Objective

The fund aims to give the share holders as high return as possible with consideration to the fund's risk level. The fund invests in Swedish equities and may also invest up to 25% of its assets on the other Nordic equity markets. The Fund may in addition invest in equity securities placing up to 10% of its assets in other funds.

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

Performance

Sweden over : 31/12/2016 - 31/12/2017
  • Rank 6/82 Total Return
  • Rank 40/82 Standard Deviation
  • Rank 13/82 Max Drawdown
Fund Name Currency Return
4 Simplicity Sverige SEK

16.9%

5 Swedish Ideas Equity Fund SEK

16.0%

6 Nordea Alfa SEK

15.6%

7 Nordea Olympiafond SEK

15.5%

8 Swedbank Robur Exportfond SEK

15.1%

Fund Name Currency Risk
38 Folksam LO Sverige SEK

10.1

38 Skandia Varldsnaturfonden SEK

10.1

40 Ohman Sverige Smart Beta SEK

10.1

40 Nordea Alfa SEK

10.1

42 Swedish Ideas Equity Fund SEK

10.2

Fund Name Currency Loss
11 SEB Sverigefond SEK

-5.2%

12 Folksam LO Sverige SEK

-5.3%

13 Nordea Alfa SEK

-5.4%

14 PriorNilsson Sverige Aktiv A-klass SEK

-5.6%

15 Nordea Swedish Stars icke-utd SEK

-5.6%

Total Return

Quarterly Performance

to 31/12/2017 Annual Q1 Q2 Q3 Q4
2017 15.6% 8.0% 4.6% 2.5% -0.2%
2016 11.6% -4.2% 0.7% 8.5% 6.7%
2015 5.6% 14.3% -1.7% -11.2% 5.8%
2014 9.9% 4.1% 4.7% -4.0% 5.1%
2013 23.7% 8.2% -0.7% 10.4% 4.2%
2012 14.1% 10.9% -5.6% 5.3% 3.5%
2011 -14.6% -1.3% 0.6% -20.1% 7.7%
2010 17.5% 5.1% -3.1% 8.4% 6.3%
2009 44.4% -4.8% 25.8% 11.7% 8.0%
2008 -38.1% -12.5% -5.2% -10.9% -16.4%
2007 0.0% 5.3% 5.8% -3.6% -6.9%
2006 20.4% 10.3% -6.6% 8.0% 8.2%
2005 31.2% 4.1% 9.1% 7.6% 7.3%
2004 11.4% 6.7% 1.4% -1.2% 4.2%
2003 25.8% -6.1% 15.7% 5.2% 10.1%
2002 -38.1% -4.3% -22.9% -25.8% 13.1%
2001 -11.4% -14.8% 7.9% -18.8% 18.7%
2000 -5.6% 6.1% -2.7% -2.6% -6.2%
1999 59.2% 6.5% 12.0% 1.3% 31.8%
1998 12.1% 17.4% 6.7% -22.8% 16.0%
1997 25.6% 15.7% 11.8% 6.8% -9.1%
1996 40.6% 9.1% 8.4% 4.2% 14.0%
1995 8.6% -7.5%
1994 2.8%
1986 20.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Sweden

Fund Info

  • Launch date02/04/1984
  • Share Class size19,502Mn
  • Base currencySEK
  • ISIN SE0000427874

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management1.41%
  • Initial investment0

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