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IKC Sverige Flexibel

Ranked 77 out of 156 in - Flexible Other over 12 months
All calculations are in USD unless stated

Objective

The fund is an actively managed fund which means that it can invest 100% in equities or 100% in fixed income instruments depending on market conditions. The investments aim, through active management, to achieve a return that exceeds the benchmark 70% SIX PRX, 30% OMRX T-bill and have a risk profile that is lower or equal to the benchmark. The fund invests in mutual funds, stocks and bonds, where at least 90% of its assets are located in the Swedish market.

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

Performance

Flexible Other over : 31/08/2017 - 31/08/2018
  • Rank 77/156 Total Return
  • Rank 93/156 Standard Deviation
  • Rank 25/156 Max Drawdown

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -1.1% 1.1%
2017 23.3% 11.8% 11.0% 2.0% -2.6%
2016 -6.5% -1.2% -4.0% 4.8% -5.9%
2015 11.6% 2.8% -0.5% 4.8% 4.1%
2014 -10.2% -0.5% 0.4% -8.5% -1.8%
2013 31.6% 8.2% 1.2% 12.2% 7.2%
2012 11.6% 7.3% -5.9% 6.5% 3.8%
2011 -17.5% 1.1% -1.4% -14.0% -3.6%
2010 26.0% 0.8% -9.7% 24.5% 11.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Norway
  2. Sweden

Fund Info

  • Launch date28/12/2009
  • Share Class size993Mn
  • Base currencySEK
  • ISIN SE0003116730

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management1.20%
  • Initial investment0.00%

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