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Simplicity Sverige

Ranked 36 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 : 31/08/2016 - 31/08/2017
  • Rank 36/81 Total Return
  • Rank 77/81 Standard Deviation
  • Rank 47/81 Max Drawdown
Fund Name Currency Risk
75 Swedbank Robur Exportfond SEK

10.3

76 Nordic Equities Sweden SEK

10.9

77 Simplicity Sverige SEK

11.1

78 Inside Sweden SEK

11.7

79 Spiltan Aktiefond Sverige SEK

12.8

Fund Name Currency Loss
45 Enter Sverige Pro SEK

-6.5%

45 Danske Invest Sverige SEK

-6.5%

47 Strategi Varlden SEK

-6.5%

47 Simplicity Sverige SEK

-6.5%

49 Enter Select SEK

-6.5%

Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 8.2% 6.8%
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 size101Mn
  • 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).