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Swedish Ideas Equity Fund

Ranked 5 out of 82 in - Sweden over 12 months
All calculations are in SEK unless stated

Objective

The fund invests in Swedish equities but it may also invest up to 25 % of their assets in the other Nordic equity markets. Up to 10% of assets may be invested in units of other funds. The fund management tries to find shares of undervalued companies regardless of industry.

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

Performance

Sweden over : 31/12/2016 - 31/12/2017
  • Rank 5/82 Total Return
  • Rank 42/82 Standard Deviation
  • Rank 16/82 Max Drawdown
Fund Name Currency Return
3 Spiltan Aktiefond Dalarna SEK

17.6%

4 Simplicity Sverige SEK

16.9%

5 Swedish Ideas Equity Fund SEK

16.0%

6 Nordea Alfa SEK

15.6%

7 Nordea Olympiafond SEK

15.5%

Fund Name Currency Risk
40 Ohman Sverige Smart Beta SEK

10.1

40 Nordea Alfa SEK

10.1

42 Swedish Ideas Equity Fund SEK

10.2

43 SEB Stiftelsefond Sverige SEK

10.2

44 Gustavia Sverige SEK

10.2

Total Return

Quarterly Performance

to 31/12/2017 Annual Q1 Q2 Q3 Q4
2017 16.0% 7.7% 4.3% 2.6% 0.6%
2016 14.4% -1.4% 1.8% 8.7% 4.9%
2015 12.6% 15.0% -1.4% -8.6% 8.6%
2014 -5.0% 4.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Finland

Fund Info

  • Launch date29/04/2014
  • Base currencySEK
  • ISIN FI4000088000

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management1.50%
  • Initial investment1.5

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