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Carlsson Noren Aktiv Allokering

Ranked 131 out of 149 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 : 31/03/2017 - 31/03/2018
  • Rank 131/149 Total Return
  • Rank 95/149 Standard Deviation
  • Rank 119/149 Max Drawdown
Fund Name Currency Return
129 Fondvaljaren Trend USD

5.1%

130 GBM 103 SA de CV SIRV B USD

4.9%

131 Carlsson Noren Aktiv Allokering USD

4.7%

132 Granit Trend 50 USD

4.5%

133 Dynamica 90 Global USD

4.0%

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -3.6%
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).