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Ohman Sverige Smart Beta

Ranked 41 out of 81 in - Sweden over 12 months
All calculations are in SEK unless stated

Managed by

Tobias Övelius

Tobias Övelius was born in Sweden in 1966 and graduated from Stockholm University with a Bachelor of Science degree in business and economics. He started his career in 1993 at SBC where he was a trading assistant before joining Aktieninvest in 1995 where he was first a stockbroker, then head of trading before becoming a fund manager. Tobias joined Öhman Fonder in 2006 where he is currently a fund manager. He has been running funds for over 12 years.

Objective

The fund is an actively managed equity fund that invests in companies listed on one of the Stockholm Stock Exchange lists for large or medium sized companies. The fund normally invests in 60-80 companies, located in different sectors and following standards for responsible investments. The fund also refrains from investing in companies with more than 5% of sales from the manufacture and/or sale of: weapons, tobacco, alcohol, pornography and gambling.

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

Performance

Sweden over : 31/08/2016 - 31/08/2017
  • Rank 41/81 Total Return
  • Rank 64/81 Standard Deviation
  • Rank 24/81 Max Drawdown
Fund Name Currency Risk
62 Enter Select Pro SEK

9.2

63 ODIN Sverige C SEK

9.2

64 Ohman Sverige Smart Beta SEK

9.2

65 Enter Sverige SEK

9.3

66 Lannebo Sverige Plus SEK

9.4

Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 7.1% 5.2%
2016 7.7% -3.1% 0.7% 11.0% -0.5%
2015 13.3% 16.0% -6.9% -3.7% 9.0%
2014 12.3% 4.0% 3.6% -0.7% 4.9%
2013 24.3% 9.3% -1.8% 9.8% 5.5%
2012 15.1% 10.3% -4.4% 5.4% 3.5%
2011 -13.9% -1.0% 0.3% -20.1% 8.6%
2010 26.1% 8.3% 0.1% 8.3% 7.5%
2009 47.8% -2.2% 26.0% 13.3% 5.9%
2008 -35.9% -10.5% -6.5% -10.6% -14.2%
2007 -3.0% 6.4% 6.7% -5.1% -9.9%
2006 24.4% 10.8% -8.0% 7.1% 13.9%
2005 31.5% 2.9% 7.6% 9.5% 8.5%
2004 11.4% 8.3% 0.6% -3.2% 5.6%
2003 34.5% -8.3% 21.2% 8.1% 12.0%
2002 -37.8% -5.1% -20.1% -26.2% 11.0%
2001 -12.5% -17.3% 5.6% -18.9% 23.6%
2000 -9.6% 12.8% -6.8% -2.3% -12.0%
1999 70.0% 2.3% 10.5% 2.4% 46.8%
1998 30.0% 19.1% 15.6% -20.7% 19.1%
1997 27.4% 14.4% 9.9% 8.3% -6.4%
1996 10.9% 6.4% 19.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Norway
  2. Sweden

Fund Info

  • Launch date20/03/1996
  • Share Class size312Mn
  • Base currencySEK
  • ISIN SE0000493512

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment200

Charges

  • Annual management1.20%
  • 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).