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Folksam LO Varlden

Ranked 614 out of 3331 in - Global over 12 months
All calculations are in USD unless stated

Managed by

Per Solvin

Per Solvin has worked at Swedbank Robur since 2000 where he runs global equity funds. He started out at Handelsbanken in 1989 before moving to Ratos, a Swedish investment firm, four years later. Per has a finance degree from the Stockholm School of Economics and outside of fund management he enjoys yoga.

Objective

The fund invests in worldwide equities, in companies in various industries. The Fund may use derivatives to achieve the investment objective. The fund is mainly aimed at saving in pension and premium pension. The fund refrains from investing in tobacco producing companies and follows the investment criteria for the environment, human rights and corruption.

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

Performance

Global over : 31/07/2017 - 31/07/2018
  • Rank 614/3331 Total Return
  • Rank 1326/3331 Standard Deviation
  • Rank 1240/3331 Max Drawdown
Fund Name Currency Return
613 Morningstar International Shares (Unhedged) A USD

12.0%

614 Folksam LO Varlden USD

12.0%

614 Macquarie Hedged International Equities

Currency exposure is hedged

Currency exposure is hedged

AUD

12.0%

614 Fondaco SIF Lux Value Equity I Dis EUR USD

12.0%

614 SEI SGMF Global Developed Markets Eq USD Inst USD

12.0%

Fund Name Currency Loss
1240 Folksam LO Varlden USD

-6.5%

1240 Fidelity NorthStar Series B USD

-6.5%

1240 ICBC Global Emerging Enterprises Fund USD

-6.5%

1240 SQUAD CAPITAL - SQUAD MAKRO - N USD

-6.5%

1240 Loewen-Aktienfonds USD

-6.5%

1240 NN Aandelen Fonds USD

-6.5%

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -1.6% 3.2%
2017 21.8% 5.8% 4.0% 4.1% 6.3%
2016 2.2% -2.8% -0.2% 4.5% 0.8%
2015 0.6% 2.5% -0.6% -7.2% 6.4%
2014 2.8% 1.1% 4.7% -2.5% -0.4%
2013 24.1% 7.9% 0.3% 6.9% 7.3%
2012 14.0% 11.1% -5.1% 6.8% 1.2%
2011 -6.2% 4.7% 0.4% -16.4% 6.8%
2010 12.2% 3.0% -12.2% 13.8% 9.1%
2009 34.7% -9.4% 21.8% 16.3% 5.0%
2008 -42.2% -9.1% -0.8% -16.8% -23.0%
2007 8.3% 1.1% 6.5% 2.8% -2.2%
2006 18.7% 5.6% 0.4% 3.7% 8.0%
2005 10.5% 0.1% 0.9% 6.2% 3.0%
2004 11.0% 1.4% 0.2% -0.8% 10.2%
2003 30.9% -5.2% 16.4% 2.8% 15.5%
2002 -25.1% -4.4% -11.0% -19.4% 9.3%
2001 -19.5% -14.5% 1.8% -18.0% 12.7%
2000 -13.9% -0.4% -4.7% -3.8% -5.8%
1999 1.5% -0.6% 16.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Sweden

Fund Info

  • Launch date18/03/1999
  • Share Class size38,477Mn
  • Base currencySEK
  • ISIN SE0000540627

Purchase Info

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

Charges

  • Annual management0.40%
  • Initial investment0.00%

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