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SEB Stiftelsefond Balanserad

Ranked 72 out of 81 in - Sweden over 12 months
All calculations are in SEK unless stated

Managed by

Hans Peterson

Objective

The fund's objective is to create growth in value over time. The management takes active decisions to invest globally in funds with exposure to Swedish and foreign equities and alternative investments such as hedge funds, fixed income assets, private equities and real assets such as real estates, commodities and forests. Distribution of exposure between asset classes may vary.

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

Performance

Sweden over : 31/08/2016 - 31/08/2017
  • Rank 72/81 Total Return
  • Rank 1/81 Standard Deviation
  • Rank 3/81 Max Drawdown
Fund Name Currency Loss
1 Spiltan Aktiefond Dalarna SEK

-3.0%

2 C WorldWide SEK SEK

-3.2%

3 SEB Stiftelsefond Balanserad SEK

-3.6%

4 Lancelot Avalon SEK

-3.6%

5 Carnegie Strategy Fund SEK

-4.0%

Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 3.7% 2.3%
2016 7.0% -2.7% 0.5% 6.5% 2.7%
2015 5.7% 10.5% -3.2% -5.7% 4.8%
2014 12.6% 2.5% 5.1% -0.2% 4.8%
2013 17.1% 5.7% -0.3% 6.6% 4.2%
2012 9.3% 6.7% -4.5% 4.8% 2.4%
2011 -9.9% -0.7% -1.4% -11.5% 3.9%
2010 11.6% 3.4% -3.0% 4.8% 6.2%
2009 26.6% -1.1% 12.7% 8.0% 5.1%
2008 -3.7% -5.4% -9.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Sweden

Fund Info

  • Launch date15/11/2007
  • Share Class size6,122Mn
  • Base currencySEK
  • ISIN SE0002159889

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management1.00%
  • 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).