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Spiltan Aktiefond Smaland

Ranked 12 out of 81 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 with a focus on Swedish companies. At least 90% of the Fund's assets must be invested in transferable securities of issuers based in Sweden. In addition, at least 40% of the Fund's assets must be invested in companies with registered office or permanent establishment in Smaland (region in Sweden). The goal is to have about 60% of the companies assets related to Smaland.

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

Performance

Sweden over : 31/10/2016 - 31/10/2017
  • Rank 12/81 Total Return
  • Rank 81/81 Standard Deviation
  • Rank 66/81 Max Drawdown

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 9.6% 5.5% 1.8%
2016 10.8% -4.3% -1.4% 16.3% 1.0%
2015 32.0% 15.3% 0.7% -2.7% 16.8%
2014 20.2% 10.5% 7.2% -5.2% 7.1%
2013 35.4% 11.2% 0.8% 13.7% 6.3%
2012 21.7% 17.8% -6.2% 2.3% 7.7%
2011 -14.9% 2.4% 0.1% -23.3% 8.2%
2010 23.8% 9.4% -3.7% 6.5% 10.4%
2009 60.9% 2.2% 21.8% 21.6% 6.3%
2008 -6.0% -19.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Sweden

Fund Info

  • Launch date25/06/2008
  • Share Class size1,527Mn
  • Base currencySEK
  • ISIN SE0002566349

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment100

Charges

  • Annual management1.50%
  • 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).