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Simplicity Sverige

Ranked 5 out of 82 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 : 31/01/2017 - 31/01/2018
  • Rank 5/82 Total Return
  • Rank 69/82 Standard Deviation
  • Rank 47/82 Max Drawdown
Fund Name Currency Risk
67 Lannebo Sverige Plus SEK

11.4

68 Lannebo Sverige SEK

11.4

69 Simplicity Sverige SEK

11.4

69 Swedbank Robur Sverigefond MEGA SEK

11.4

71 Swedbank Robur Sverigefond SEK

11.4

Fund Name Currency Loss
45 Danske Invest SICAV Sverige SA Cap SEK

-6.5%

45 Enter Sverige Pro 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 01/01/2018 Annual Q1 Q2 Q3 Q4
2017 16.9% 8.2% 6.8% 0.9% 0.4%
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 size127Mn
  • Base currencySEK
  • ISIN SE0006453536

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management0.90%
  • Initial investment0.9

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).