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Swedbank Robur Sweden High Dividend

Ranked 79 out of 81 in - Sweden over 12 months
All calculations are in SEK unless stated

Managed by

Patric Naeslund

Objective

This fund places in equities in a concentrated selection of small Swedish companies with an expected long-term direct yield. These are companies with a high dividend to price ratio compared to the stock exchange average. Investments may also be placed within Nordic companies with a significant share of their operations in Sweden.

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

Performance

Sweden over : 31/10/2016 - 31/10/2017
  • Rank 79/81 Total Return
  • Rank 15/81 Standard Deviation
  • Rank 44/81 Max Drawdown
Fund Name Currency Loss
42 Indecap Guide Sverige A SEK

-6.4%

43 Enter Select Pro SEK

-6.4%

44 Swedbank Robur Sweden High Dividend SEK

-6.4%

45 Danske Invest Sverige SEK

-6.5%

45 Enter Sverige Pro SEK

-6.5%

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 5.0% 3.5% 0.7%
2016 8.6% -3.3% -1.5% 11.9% 1.9%
2015 7.5% 13.1% -4.5% -6.6% 6.5%
2014 24.1% 8.0% 7.2% -1.9% 9.3%
2013 38.2% 11.5% 1.2% 12.9% 8.5%
2012 13.4% 10.6% -3.0% 2.5% 3.1%
2011 -28.2% -1.7% -4.8% -28.9% 8.0%
2010 21.0% 6.0% -8.0% 11.1% 11.8%
2009 47.4% -1.5% 21.7% 14.1% 7.8%
2008 -31.3% -5.6% -5.5% -11.8% -12.8%
2007 -5.6% -5.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Sweden

Fund Info

  • Launch date15/05/2007
  • Share Class size1,995Mn
  • Base currencySEK
  • ISIN SE0002023036

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).