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Skandia Varldsnaturfonden

Ranked 68 out of 81 in - Sweden over 12 months
All calculations are in SEK unless stated

Objective

The fund's objective is to achieve a high total return in the long term and to outperform the return on its benchmark. The fund is a Swedish equity fund but it can also invest up to 10% of assets in Denmark, Finalnd and Norway. The Fund can invest in securities, fund shares, money market instruments and deposits with credit institutions. The fund refrains from investing in companies whose activity goes against the guidelines of World Wide Fund for Nature (Varldsnaturfonden). Dividends to WWF are submitted annually by an amount equal to 2% of the fund's value at the end of the financial year.

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

Performance

Sweden over : 31/10/2016 - 31/10/2017
  • Rank 68/81 Total Return
  • Rank 27/81 Standard Deviation
  • Rank 31/81 Max Drawdown
Fund Name Currency Return
66 Cliens Sverige A SEK

14.9%

67 Danske Invest Sverige Fokus SEK

14.8%

68 Skandia Varldsnaturfonden SEK

14.8%

69 Alfred Berg Sverige Plus A SEK

14.7%

70 Skandia Cancerfonden SEK

14.5%

Fund Name Currency Risk
25 Spiltan Aktiefond Dalarna SEK

9.1

26 Cicero Focus A SEK

9.2

27 Skandia Varldsnaturfonden SEK

9.2

28 Cliens Sverige Fokus A SEK

9.2

28 Nordea Olympiafond SEK

9.2

Fund Name Currency Loss
29 Didner & Gerge Aktiefond SEK

-5.8%

30 Cliens Sverige Fokus A SEK

-5.9%

31 Skandia Varldsnaturfonden SEK

-6.0%

32 Aktie-Ansvar Sverige A SEK

-6.0%

33 Spiltan Aktiefond Sverige SEK

-6.1%

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 2.8% 3.9% 0.5%
2016 -0.8% -8.5% -1.2% 6.5% 3.0%
2015 14.3% 13.1% -5.0% -2.1% 8.8%
2014 10.8% 3.3% 4.0% -2.4% 5.7%
2013 20.6% 6.5% -1.5% 8.4% 6.0%
2012 17.0% 11.6% -4.4% 5.2% 4.2%
2011 -20.2% -2.0% -1.9% -22.2% 6.7%
2010 26.2% 6.2% -1.7% 11.4% 8.5%
2009 51.5% -4.0% 29.0% 13.0% 8.3%
2008 -36.6% -10.4% -7.7% -9.6% -15.1%
2007 -4.4% 5.8% 7.6% -5.0% -11.5%
2006 23.9% 9.9% -6.3% 8.9% 10.5%
2005 32.9% 3.6% 8.9% 9.0% 8.1%
2004 13.2% 6.5% 1.9% -1.2% 5.6%
2003 23.9% -7.8% 17.1% 5.9% 8.4%
2002 -36.0% -2.1% -19.9% -25.3% 9.4%
2001 -13.2% -15.2% 7.6% -19.3% 17.8%
2000 -10.6% 3.0% -4.0% -4.0% -5.8%
1999 61.7% 6.5% 8.5% 1.7% 37.5%
1998 31.1% 21.2% 11.8% -18.2% 18.2%
1997 25.8% 12.8% 6.9% 8.0% -3.4%
1996 43.5% 3.5% 11.4% 6.1% 17.3%
1995 -0.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Sweden

Fund Info

  • Launch date01/06/1988
  • Share Class size471Mn
  • Base currencySEK
  • ISIN SE0000432742

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management1.40%
  • 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).