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IKC Taktisk Allokering 0-100

Ranked 23 out of 149 in - Flexible Other over 12 months
All calculations are in USD unless stated

Objective

The fund is an actively managed fund of funds and it invests without geographic limitation. The Fund's strategy is to allocate funds across markets and asset classes. It may allocate freely between different asset classes. The Fund may, for example, place a maximum of 100% of assets in equity securities in different markets or up to 100% of assets in fixed income assets.

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

Performance

Flexible Other over : 31/03/2017 - 31/03/2018
  • Rank 23/149 Total Return
  • Rank 105/149 Standard Deviation
  • Rank 84/149 Max Drawdown
Fund Name Currency Return
21 Alfred Berg Kombi USD

17.3%

22 Investin Demetra USD

17.3%

23 IKC Taktisk Allokering 0-100 USD

17.2%

23 Pareto Nordic Return A USD

17.2%

25 Camax USD

16.8%

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 0.2%
2017 21.7% 4.1% 8.5% 4.2% 3.3%
2016 -5.5% 1.7% -2.3% 0.5% -5.4%
2015 -2.9% 0.3% -1.2% -4.3% 2.4%
2014 -7.5% -1.1% 1.7% -5.3% -2.9%
2013 3.4% 4.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Sweden

Fund Info

  • Launch date04/06/2013
  • Share Class size943Mn
  • Base currencySEK
  • ISIN SE0004951408

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management2.25%
  • Initial investment0

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