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This Fund Manager Rating is based on the Citywire Long Only ratings methodology

Citywire Ratings are rewarded for risk adjusted outperformance of benchmarks we select independently More information on how Ratings are calculated

Jörgen Wärmlöv

Jörgen Wärmlöv

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

Citywire Rating: AAA rated

2016

  • DRated AAA in Dec 2016

2017

  • JRated AAA in Jan 2017
  • FRated AAA in Feb 2017
  • MRated AAA in Mar 2017
  • ARated AAA in Apr 2017
  • MRated AAA in May 2017
  • JRated AAA in Jun 2017
  • JRated AAA in Jul 2017
  • ARated AAA in Aug 2017
  • SRated AAA in Sep 2017

Performance

over : 31/08/2016 - 31/08/2017
Rank 12/61 Equity - Sweden
Manager Return
10 Joakim Endre 15.9%
11 Lars-Erik Lundgren 15.4%
12 Jörgen Wärmlöv 15.3%
13 Ingemar Syréhn 15.2%
14 Adam Nyström 14.5%
14 Gustaf Setterblad 14.5%

Total Return

Month by Month Performance

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 6.8% 5.7%
2016 15.5% -1.9% -0.4% 14.4% 3.4%
2015 23.5% 14.9% -1.3% -4.5% 14.0%
2014 16.1% 7.4% 6.3% -4.2% 6.1%
2013 6.5%
Citywire Discovery Source: Citywire Discovery Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated)..Portions of the information contained on this page was derived by Citywire Financial Publishers Ltd using content supplied by Lipper, A Reuters Company.