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IKC Sverige Flexibel

Ranked 30 out of 140 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 : 31/12/2016 - 31/12/2017
  • Rank 30/140 Total Return
  • Rank 118/140 Standard Deviation
  • Rank 118/140 Max Drawdown
Fund Name Currency Risk
116 BICE Tendencias D-APV USD

8.9

117 Sensor Sverige Select USD

9.3

118 IKC Sverige Flexibel USD

9.4

119 Plain Capital BronX USD

9.6

120 Tellus Midas USD

10.0

Fund Name Currency Loss
117 PBPM Balance KL1

Currency exposure is hedged

Currency exposure is hedged

DKK

-4.1%

118 IKC Sverige Flexibel USD

-4.3%

119 Subfundusz Opera Equilibrium.pl USD

-4.5%

120 SAM Balanceado 15 SA de CV FIRV B1 USD

-4.5%

Total Return

Quarterly Performance

to 31/12/2017 Annual Q1 Q2 Q3 Q4
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 size794Mn
  • Base currencySEK
  • ISIN SE0003116730

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management1.20%
  • Initial investment1.2

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