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

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Lars-Erik Lundgren

Lars-Erik Lundgren

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

About Lars-Erik Lundgren

Born in Borlänge in Sweden, Lars-Erik Lundgren is currently based in Stockholm where he is a fund manager at Aktie-Ansvar. He has been with the firm since 2007 and manages the Aktie-Ansvar Sverige Fund using a value investment style. Lars-Erik graduated from the University of Uppsala with a bachelor's degree in Business.

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Citywire Rating: AA rated

2012

  • JNot rated in Jul 2012
  • ANot rated in Aug 2012
  • SNot rated in Sep 2012
  • ONot rated in Oct 2012
  • NNot rated in Nov 2012
  • DNot rated in Dec 2012

2013

  • JNot rated in Jan 2013
  • FNot rated in Feb 2013
  • MNot rated in Mar 2013
  • ANot rated in Apr 2013
  • MNot rated in May 2013
  • JNot rated in Jun 2013
  • JNot rated in Jul 2013
  • ANot rated in Aug 2013
  • SNot rated in Sep 2013
  • ONot rated in Oct 2013
  • NNot rated in Nov 2013
  • DNot rated in Dec 2013

2014

  • JNot rated in Jan 2014
  • FRated Plus in Feb 2014
  • MRated Plus in Mar 2014
  • ARated Plus in Apr 2014
  • MRated A in May 2014
  • JRated A in Jun 2014
  • JRated A in Jul 2014
  • ARated Plus in Aug 2014
  • SRated Plus in Sep 2014
  • ONot rated in Oct 2014
  • NRated Plus in Nov 2014
  • DNot rated in Dec 2014

2015

  • JRated Plus in Jan 2015
  • FRated Plus in Feb 2015
  • MRated Plus in Mar 2015
  • ARated Plus in Apr 2015
  • MRated A in May 2015
  • JRated A in Jun 2015
  • JRated AA in Jul 2015
  • ARated A in Aug 2015
  • SRated A in Sep 2015
  • ORated A in Oct 2015
  • NRated A in Nov 2015
  • DRated AA in Dec 2015

2016

  • JRated AA in Jan 2016
  • FRated AA in Feb 2016
  • MRated AA in Mar 2016
  • ARated AAA in Apr 2016
  • MRated AAA in May 2016
  • JRated AAA in Jun 2016
  • JRated AAA in Jul 2016
  • ARated AAA in Aug 2016
  • SRated AAA in Sep 2016
  • ORated AAA in Oct 2016
  • NRated AAA in Nov 2016
  • DRated AAA in Dec 2016

2017

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

Performance

over : 31/08/2016 - 31/08/2017
Rank 11/61 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%

Total Return

Month by Month Performance

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 6.3% 4.6%
2016 16.0% -1.6% 0.0% 10.9% 6.3%
2015 8.8% 18.1% -2.5% -10.1% 5.2%
2014 17.8% 8.1% 5.0% -1.6% 5.4%
2013 26.3% 9.2% -0.5% 9.0% 6.7%
2012 2.0%
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.