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Carlsson Noren Aktiv Allokering

Ranked 93 out of 140 in - Flexible Other over 12 months
All calculations are in USD unless stated

Managed by

Magnus Dahlgren

Objective

The Fund's management is based on quantitative macro analysis and invest in transferable securities with a geographical focus on Sweden. It invests primarily in investment funds, alternative investment funds, exchange traded funds (ETFs), index futures, bonds and money market instruments. The Fund may invest in transferable securities, money market instruments, derivatives, fund units and accounts with credit institutions.

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

Performance

Flexible Other over : 31/12/2016 - 31/12/2017
  • Rank 93/140 Total Return
  • Rank 96/140 Standard Deviation
  • Rank 106/140 Max Drawdown
Fund Name Currency Risk
94 Carnegie Strategifond A USD

7.2

95 Granit Basfonden A USD

7.3

96 Carlsson Noren Aktiv Allokering USD

7.3

97 Purisima EAFE Total Return PCG A Inc USD

7.3

97 PBPM Balance KL1

Currency exposure is hedged

Currency exposure is hedged

DKK

7.3

Total Return

Quarterly Performance

to 31/12/2017 Annual Q1 Q2 Q3 Q4
2017 15.4% 6.3% 7.6% 3.9% -2.9%
2016 -7.0% -0.8% -5.2% 2.7% -3.6%
2015 0.1% -3.6% -2.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Sweden

Fund Info

  • Launch date02/02/2015
  • Share Class size41Mn
  • Base currencySEK
  • ISIN SE0006626099

Purchase Info

  • Min. initial investment100,000
  • Min. regular additional investment0

Charges

  • Annual management1.00%
  • Initial investment1

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