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Swedbank Robur Sverigefond MEGA

Ranked 6 out of 81 in - Sweden over 12 months
All calculations are in SEK unless stated

Managed by

Ingemar Syréhn

Ingemar Syréhn was born in Västerås, Sweden in 1967 and attended the Stockholm School of Economics where he obtained an MBA. Ingemar started his career with Bonniers Business Information as a management trainee in 1991. He joined Swedbank Robur in 1994 where he worked as a financial analyst for five years before becoming a portfolio mananger in 1999.

Objective

The fund seeks to achieve a good long-term capital growth. The fund is an equity fund which mainly invests in Swedish large and mid cap companies in different sectors. The fund invests in equities and equity linked securities and can invest up to 10% in fund shares. 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 : 31/10/2016 - 31/10/2017
  • Rank 6/81 Total Return
  • Rank 67/81 Standard Deviation
  • Rank 36/81 Max Drawdown
Fund Name Currency Return
4 Swedbank Robur Exportfond SEK

26.0%

5 Swedish Ideas Equity Fund SEK

25.6%

6 Swedbank Robur Sverigefond MEGA SEK

24.9%

7 Nordea Olympiafond SEK

24.8%

8 C WorldWide SEK SEK

24.4%

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 7.4% 5.2% 2.3%
2016 13.5% -3.0% -0.9% 11.3% 6.0%
2015 8.1% 15.7% -4.6% -7.8% 6.3%
2014 15.3% 5.7% 4.8% -1.9% 6.2%
2013 26.2% 9.5% -1.0% 10.3% 5.5%
2012 17.7% 12.6% -5.1% 6.1% 3.9%
2011 -18.1% -1.9% 0.0% -23.1% 8.7%
2010 27.3% 7.7% -2.1% 11.6% 8.2%
2009 56.7% -2.1% 28.3% 15.6% 7.8%
2008 -39.7% -10.9% -7.6% -11.8% -17.0%
2007 -2.4% 6.3% 6.1% -4.7% -9.1%
2006 30.1% 13.5% -6.1% 7.8% 13.4%
2005 36.7% 5.5% 8.3% 9.9% 8.9%
2004 21.5% 7.8% 3.9% -0.1% 8.6%
2003 33.2% -8.8% 19.8% 7.2% 13.7%
2002 -32.2% -2.1% -19.1% -25.2% 14.3%
2001 -12.5% -14.7% 7.3% -19.4% 18.7%
2000 -9.6% 4.8% -6.9% -2.3% -5.1%
1999 64.3% 8.5% 13.6% 1.9% 30.8%
1998 3.2% 14.3% 3.8% -21.2% 10.3%
1997 25.8% 15.4% 9.3% 6.9% -6.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Sweden

Fund Info

  • Launch date30/11/1995
  • Share Class size26,553Mn
  • Base currencySEK
  • ISIN SE0000537771

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management0.52%

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