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Simplicity Sverige

Ranked 21 out of 81 in - Sweden over 12 months
All calculations are in SEK unless stated

Managed by

Ulf Ingemarson

Objective

The fund is an actively managed equity fund that invests in shares geographically linked to Sweden. The fund follows a good spread across different industries. Investments are made according to a structured and disciplined investment process in the company, based on the trend, value and quality parameters. The fund will always invest at least 75% of assets in equity and equity related transferable securities, may invest up to 10% of assets in unlisted shares and up to 10% of the fund's assets in other mutual fund shares.

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

Performance

Sweden over : 31/10/2016 - 31/10/2017
  • Rank 21/81 Total Return
  • Rank 76/81 Standard Deviation
  • Rank 47/81 Max Drawdown
Fund Name Currency Return
19 Enter Select Pro SEK

22.2%

20 Lannebo Sverige SEK

22.0%

21 Simplicity Sverige SEK

21.9%

22 Spiltan Aktiefond Stabil SEK

21.4%

23 Enter Select SEK

21.2%

Fund Name Currency Loss
45 Danske Invest Sverige SEK

-6.5%

45 Enter Sverige Pro SEK

-6.5%

47 Simplicity Sverige SEK

-6.5%

47 Strategi Varlden SEK

-6.5%

49 Enter Select SEK

-6.5%

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 8.2% 6.8% 0.9%
2016 6.9% -3.0% 0.2% 10.3% -0.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Sweden

Fund Info

  • Launch date16/12/2015
  • Share Class size107Mn
  • Base currencySEK
  • ISIN SE0006453536

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management0.90%
  • 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).