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Spiltan Aktiefond Sverige

Ranked 70 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).

Objective

The fund is an actively managed equity fund in which investments are made regardless of the size of business and industry. Emphasis is placed on analysis and assessment of the individual company's business, management and long-term prospects. The Fund is independent of the various indexes weights. The fund's assets will be invested in equities, equity related securities, fund units and accounts with credit institutions. However, at least 90% of the fund's assets are invested in the Swedish stock market.

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

Performance

Sweden over : 31/12/2016 - 31/12/2017
  • Rank 70/82 Total Return
  • Rank 77/82 Standard Deviation
  • Rank 32/82 Max Drawdown

Total Return

Quarterly Performance

to 31/12/2017 Annual Q1 Q2 Q3 Q4
2017 6.8% 4.2% 6.0% 0.8% -4.1%
2016 6.4% -6.3% -2.4% 14.3% 1.7%
2015 30.5% 18.5% -2.2% -1.7% 14.6%
2014 16.1% 6.0% 5.1% -5.0% 9.7%
2013 30.5% 9.2% 0.2% 12.5% 5.9%
2012 17.8% 14.5% -6.7% 3.0% 7.0%
2011 -15.5% 0.3% -0.9% -24.3% 12.2%
2010 32.8% 9.8% -1.5% 9.7% 12.0%
2009 51.2% -8.1% 19.9% 20.5% 13.9%
2008 -47.6% -12.9% -6.5% -15.8% -23.5%
2007 0.0% 4.9% 2.8% -3.3% -4.2%
2006 29.5% 18.4% -4.9% 1.4% 13.4%
2005 34.9% 7.3% 2.1% 6.4% 15.8%
2004 12.9% 3.8% 1.9% -4.6% 11.8%
2003 75.0% -4.1% 27.3% 17.0% 22.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Finland
  2. Sweden

Fund Info

  • Launch date02/12/2002
  • Share Class size1,031Mn
  • Base currencySEK
  • ISIN SE0001015355

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment100

Charges

  • Annual management1.50%
  • Initial investment1.5

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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).