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Carnegie Strategifond A

Ranked 124 out of 148 in - Flexible Other over 12 months
All calculations are in USD unless stated

Managed by

John Strömgren

John Strömgren is the head of investment at HQ Bank. He was born in 1963 and holds a Diploma in Marketing Management. He is a Chartered European Financial Analyst, and started his financial career in 1985. He was employed by several of the major banks as an analyst and broker. Strömgren has been with HQ Fonder since 1996 and manages the HQ Strategifond.

Objective

The Fund invests in Nordic equities with high dividend yields and in corporate bonds with high interest rates. There is no predetermined weighting between shares and corporate bonds, and the manager regularly analyses where the most interesting opportunities are available and invests accordingly. Unlike a traditional balanced fund, the Fund is focused, which means that the numbers of equity and bond holdings are limited. The result is a Nordic total return.

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

Performance

Flexible Other over : 30/04/2017 - 30/04/2018
  • Rank 124/148 Total Return
  • Rank 85/148 Standard Deviation
  • Rank 118/148 Max Drawdown
Fund Name Currency Return
123 Granit Basfonden A USD

3.2%

124 Carnegie Strategifond A USD

3.0%

125 Fidosa Fund BLUE USD

2.8%

126 GBM 103 SA de CV SIRV B USD

2.7%

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -2.7%
2017 19.0% 5.3% 11.0% 2.2% -0.3%
2016 4.6% 4.6% -4.2% 7.0% -2.4%
2015 -2.8% -0.7% 0.7% -5.1% 2.5%
2014 -5.3% 3.9% 2.3% -7.4% -3.8%
2013 23.0% 5.9% -3.2% 11.5% 7.7%
2012 21.0% 11.8% -5.3% 9.0% 4.8%
2011 -15.1% 4.7% -2.1% -21.2% 5.0%
2010 20.5% 3.5% -11.8% 24.2% 6.3%
2009 65.0% -7.3% 37.1% 21.6% 6.8%
2008 -46.5% 0.9% -8.1% -23.1% -25.1%
2007 8.9% 7.0% 7.6% -0.4% -5.0%
2006 46.8% 13.6% 3.6% 6.2% 17.4%
2005 11.8% -1.5% -3.1% 11.4% 5.2%
2004 23.9% 0.3% 3.1% 3.6% 15.5%
2003 46.0% -4.1% 18.4% 9.2% 17.7%
2002 2.3% 2.1% 5.2% -18.4% 16.6%
2001 -19.3% -20.6% -1.1% -16.3% 22.8%
2000 -13.7% 9.2% -6.1% -10.6% -5.8%
1999 53.1% 5.4% 7.6% 4.3% 29.4%
1998 8.7% 17.3% 6.8% -23.2% 13.0%
1997 9.9% 6.3% 6.0% 10.2% -11.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Luxembourg
  2. Norway
  3. Sweden

Fund Info

  • Launch date11/08/1988
  • Share Class size13,777Mn
  • Base currencySEK
  • ISIN SE0000429813

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management1.50%
  • Initial investment1.5

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