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Nordea Alfa

Ranked 2 out of 81 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 : 31/08/2016 - 31/08/2017
  • Rank 2/81 Total Return
  • Rank 24/81 Standard Deviation
  • Rank 14/81 Max Drawdown
Fund Name Currency Return
1 PriorNilsson Sverige Aktiv A-klass SEK

19.4%

2 Nordea Alfa SEK

19.1%

3 Nordea Swedish Stars icke-utd SEK

18.2%

4 Norron Active R SEK Cap SEK

17.5%

5 C WorldWide SEK SEK

17.2%

Fund Name Currency Loss
12 SEB Sverigefond SEK

-5.2%

13 Folksam LO Sverige SEK

-5.3%

14 Nordea Alfa SEK

-5.4%

15 PriorNilsson Sverige Aktiv A-klass SEK

-5.6%

16 Cliens Sverige A SEK

-5.6%

Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 8.1% 4.6%
2016 11.6% -4.2% 0.7% 8.5% 6.6%
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 -7.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Sweden

Fund Info

  • Launch date02/04/1984
  • Share Class size18,842Mn
  • 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).