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Spiltan Aktiefond Dalarna

Ranked 3 out of 82 in - Sweden over 12 months
All calculations are in SEK unless stated

Managed by

Pär Andersson

Pär Andersson was born in 1968 and graduated from the University of Lund with an MBA. He has worked as an equity analyst and fund manager since 1994 and currently works at Spiltan Fonder. Prior to this he worked at KP Pension & Insurance and Carlson Investment Management. Pär is a Chartered European Financial Analyst (CEFA).

Jörgen Wärmlöv

Objective

The fund is an actively managed equity fund in which investments are made regardless of the size of business and industry. The emphasis is put on analysis and assessment of the individual company's business, management and long-term prospects. The fund's assets shall be invested in transferable securities, fund units and accounts with credit institutions. At least 90% of the fund's assets will be invested in transferable securities of issuers domiciled in Sweden, with a focus on Dalarna region.

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

Performance

Sweden over : 31/12/2016 - 31/12/2017
  • Rank 3/82 Total Return
  • Rank 25/82 Standard Deviation
  • Rank 2/82 Max Drawdown
Fund Name Currency Return
1 Lancelot Avalon SEK

18.9%

2 Nordea Swedish Stars icke-utd SEK

17.6%

3 Spiltan Aktiefond Dalarna SEK

17.6%

4 Simplicity Sverige SEK

16.9%

5 Swedish Ideas Equity Fund SEK

16.0%

Total Return

Quarterly Performance

to 31/12/2017 Annual Q1 Q2 Q3 Q4
2017 17.6% 4.1% 5.8% 5.4% 1.3%
2016 20.2% 0.5% 0.6% 12.6% 5.7%
2015 15.5% 14.6% -3.2% -6.3% 11.2%
2014 12.1% 4.4% 5.4% -3.1% 5.2%
2013 19.9% 3.7% -1.5% 10.1% 6.6%
2012 17.5% 12.0% -6.5% 3.9% 8.0%
2011 -19.1% -0.1% -2.9% -24.3% 10.2%
2010 20.5% 5.9% -4.9% 8.5% 10.3%
2009 70.4% 2.8% 25.4% 22.4% 8.1%
2008 -38.5% -8.3% -5.8% -13.5% -17.8%
2007 2.8% -3.7% -8.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Sweden

Fund Info

  • Launch date05/03/2007
  • Share Class size166Mn
  • Base currencySEK
  • ISIN SE0001938788

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment100

Charges

  • Annual management1.50%
  • Initial investment0

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