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Swedbank Robur Ethica Sverige

Ranked 31 out of 81 in - Sweden over 12 months
All calculations are in SEK unless stated

Managed by

Carl-Fredrik Lorenius

Carl-Fredrik Lorenius was born in 1972 in Holm, Sweden and he studied at the European University. His career began in 1997 at Hagstromer & Qviberg Fondkommission AB as an analyst in the pulp and paper and metals and mining sectors. Between 2000-2004 he held the position of an analyst within the pulp and paper sector at Alfred Berg Fondkommssion AB. Currently Carl is settled at Swedbank Robour AB as a portofolio manager of basic materials. His interests outside of fund management are golf, tennis and spending some time with family and friends.

Objective

The fund mainly invests in Swedish equities. The Fund follows extensive sustainability and ethical criteria. This means taking into account companies' sustainability work, the associations of violations of human rights and the environment. The fund will refrain from investing in companies associated with weapons, pornography, alcohol or tobacco. The fund normally pays no dividends and profits are reinvested in the fund.

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

Performance

Sweden over : 31/08/2016 - 31/08/2017
  • Rank 31/81 Total Return
  • Rank 52/81 Standard Deviation
  • Rank 68/81 Max Drawdown
Fund Name Currency Return
29 Cliens Sverige Fokus A SEK

12.0%

30 Lannebo Sverige SEK

11.9%

31 Swedbank Robur Ethica Sverige SEK

11.7%

31 Danske Invest Sverige Fokus SEK

11.7%

33 AMF Aktiefond Sverige SEK

11.6%

Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 6.2% 3.9%
2016 11.0% -3.3% -1.1% 10.4% 5.1%
2015 4.4% 15.2% -5.6% -7.5% 3.7%
2014 12.8% 5.5% 3.6% -1.9% 5.2%
2013 22.5% 9.4% -2.3% 9.5% 4.6%
2012 18.1% 12.2% -4.6% 5.9% 4.2%
2011 -18.4% -2.8% 0.4% -22.4% 7.8%
2010 23.8% 6.9% -0.7% 9.2% 6.8%
2009 52.1% -5.4% 30.4% 14.7% 7.5%
2008 -43.1% -10.8% -10.4% -12.0% -19.1%
2007 -3.0% 6.8% 6.8% -4.5% -11.0%
2006 22.0% 10.4% -7.3% 8.6% 9.7%
2005 30.9% 4.2% 8.6% 7.6% 7.5%
2004 17.1% 8.5% 3.1% -1.6% 6.4%
2003 31.0% -7.5% 19.7% 6.7% 10.9%
2002 -44.3% -8.4% -25.7% -27.5% 12.8%
2001 -13.3% -17.8% 4.6% -21.4% 28.3%
2000 -19.0% 6.1% -8.8% -6.9% -10.1%
1999 68.2% 11.1% 9.9% 0.0% 37.9%
1998 22.8% 20.3% 9.2% -21.4% 18.9%
1997 22.4% 13.9% 9.2% 6.6% -7.6%
1996 39.1% 6.3% 7.9% 5.2% 15.3%
1995 -2.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Sweden

Fund Info

  • Launch date09/10/1987
  • Share Class size7,553Mn
  • Base currencySEK
  • ISIN SE0000709016

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment100

Charges

  • Annual management1.25%
  • 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).