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Select Sverige

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

Managed by

Mattias Eriksson

Objective

The Fund is a concentrated and actively managed equity fund that invests in large and medium-sized Swedish companies. The Fund is concentrated and comprises of 8-15 companies. Investment process is based both in macro analysis, as well as company analysis. Management strategy focuses on to find quality companies with strong management, sound business model, stable dividends and a stable long-term growth potential.

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

Performance

Sweden over : 31/08/2016 - 31/08/2017
  • Rank 81/81 Total Return
  • Rank 57/81 Standard Deviation
  • Rank 81/81 Max Drawdown
Fund Name Currency Risk
55 Norron Active R SEK Cap SEK

8.8

56 Carnegie Sverigefond SEK

8.8

57 Select Sverige SEK

9.0

58 Enter Sverige Pro SEK

9.0

59 Lancelot Avalon SEK

9.1

Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 -0.2% 2.2%
2016 6.9% -2.7% -2.5% 10.2% 2.3%
2015 6.0% 18.9% -5.9% -9.9% 5.2%
2014 30.4% 14.5% 7.1% -6.1% 13.2%
2013 29.4% 10.0% -3.0% 13.0% 7.4%
2012 13.5% 2.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Sweden

Fund Info

  • Launch date01/06/2012
  • Share Class size312Mn
  • Base currencySEK
  • ISIN SE0004546778

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment0

Charges

  • Annual management1.70%
  • 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).