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Sverige Fund Report.pdf

Sverige_ENG.pdf
Preview of Sverige Fund Report
🔗 Source: simplicity.se
📊 Size: 217 KB
👤 Author: Anton Kristiansson
⬇️ Downloads: 116

Summary

The fund's NAV is 228.18 SEK with a management fee of 0.80%. The target group is investors seeking long-term investment potential in Swedish equities, aiming to generate positive returns and outperform the SIX Portfolio Return index. Returns for the latest month, year to date, and since inception are -7.5%, -0.1%, and 128.2%, respectively. Top holdings include Investor AB, Skandinaviska Enskilda Banken, and ABB Ltd. The fund's performance is calculated after deduction of annual fees, with dividends reinvested, and past performance is no guarantee for future results.

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Description

The fund's NAV is 228.18 SEK with a management fee of 0.80%.

Technical Information

  • File Format: PDF
  • File Size: 217 KB
  • Pages: 1
  • Language: EN
  • Author: Anton Kristiansson
  • Total Downloads: 116
  • Last Updated: 2 hours ago

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