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Spiltan Aktiefond Stabil

Ranked 15 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).

Erik Brändström

Erik Brändström was born in 1963 and holds an MBA from the Stockholm School of Economics. He has held previous positions at Swedbank and SEB in various roles ranging from analysis, management and sales and corporate finance. He then worked as a financial consultant at his own company, Spiltan Investment AB, where he is currently the CEO. Erik is a Chartered European Financial Analyst.

Objective

The fund is an actively managed fund that offers a complete solution to save in portfolio of investments in listed companies. The overall objective of the fund is to generate a positive return (7% per year) and to outperform comparable funds / index. The emphasis is on the so-called value stocks and investment trusts. The Fund's assets shall be invested in transferable securities, money market instruments, fund units and accounts with credit institutions. However, at least 50% of the fund's assets are invested in Swedish markets.

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

Performance

Sweden over : 30/11/2016 - 30/11/2017
  • Rank 15/82 Total Return
  • Rank 57/82 Standard Deviation
  • Rank 6/82 Max Drawdown
Fund Name Currency Return
13 C WorldWide Sweden 1A Cap SEK

18.8%

14 Lannebo Sverige Plus SEK

18.2%

15 Spiltan Aktiefond Stabil SEK

18.0%

16 Swedbank Robur Sverigefond SEK

18.0%

17 ODIN Sverige C SEK

17.7%

Fund Name Currency Risk
55 Gustavia Sverige SEK

10.5

56 Quesada Sverige SEK

10.6

57 Spiltan Aktiefond Stabil SEK

10.6

58 Enter Sverige Pro SEK

10.9

59 Didner & Gerge Aktiefond SEK

10.9

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 3.7% 5.1% 3.7%
2016 6.5% -3.0% -0.2% 7.2% 2.6%
2015 24.9% 12.1% -2.5% 2.9% 11.1%
2014 16.8% 3.1% 5.8% -2.7% 10.1%
2013 29.3% 8.9% -0.6% 10.4% 8.2%
2012 10.6% 9.5% -5.5% 3.3% 3.4%
2011 -8.7% 0.0% -1.2% -13.0% 6.1%
2010 24.5% 11.8% -4.3% 7.2% 8.6%
2009 48.1% 2.7% 19.3% 12.4% 7.6%
2008 -30.3% -9.8% -6.5% -5.6% -12.5%
2007 -2.4% 5.3% 5.2% -7.7% -4.6%
2006 31.6% 11.7% -2.7% 6.9% 13.2%
2005 25.3% 9.7% 0.4% 4.3% 9.1%
2004 23.4% 3.4% 5.8% -0.3% 13.1%
2003 24.8% -1.8% 9.1% 5.3% 10.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Sweden

Fund Info

  • Launch date02/12/2002
  • Share Class size1,821Mn
  • Base currencySEK
  • ISIN SE0001015348

Purchase Info

  • Min. initial investment100
  • 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).