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Swedish Ideas Equity Fund

Ranked 5 out of 81 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 : 31/10/2016 - 31/10/2017
  • Rank 5/81 Total Return
  • Rank 45/81 Standard Deviation
  • Rank 17/81 Max Drawdown
Fund Name Currency Return
3 Nordea Alfa SEK

26.6%

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%

Fund Name Currency Loss
15 Cliens Sverige A SEK

-5.6%

16 Nordea Swedish Stars icke-utd SEK

-5.6%

17 Swedish Ideas Equity Fund SEK

-5.6%

17 Skandia Cancerfonden SEK

-5.6%

19 Skandia Sverige SEK

-5.6%

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 7.7% 4.3% 2.6%
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 investment0

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