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Lannebo Mixfond

Ranked 131 out of 156 in - Flexible Other over 12 months
All calculations are in USD unless stated

Managed by

Charlotta Faxén

Charlotta Faxén was born in Anderstorp, Sweden in 1976 and attended the Växjö University between 1995-2000 and the University of Saarlandes Saarbrücken in 1998. She holds an MSc in economics and business administration. Charlotta has been with Carnegie Asset Management since 2000 and has been a fund manager for four years. She currently manages the Carnegie Småbolag fund where she invests in companies and not in industry sectors which means that the fund's management is characterised by extensive analysis work and many visits to companies. Outside of fund management, Charlotta lists jogging, soccer, music and going to the cinema and theatre as her main interests.

Peter Lagerlöf

Objective

The fund is an actively managed fund that invests in equities and debt securities. The fund can have up to 100 percent of the funds in either equity or debt securities. The Fund may use derivatives to adjust the fund's exposure to equity and fixed income markets. The fund invests primarily in Sweden but has global investment opportunities. The Fund is actively managed.

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

Performance

Flexible Other over : 31/08/2017 - 31/08/2018
  • Rank 131/156 Total Return
  • Rank 51/156 Standard Deviation
  • Rank 96/156 Max Drawdown

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -3.1% -3.6%
2017 18.3% 3.9% 9.3% 5.0% -0.8%
2016 -3.3% 0.4% -4.7% 4.8% -3.6%
2015 6.6% 1.1% 2.5% -3.0% 6.0%
2014 -8.2% 2.1% 0.1% -8.7% -1.5%
2013 14.7% 4.2% -3.6% 11.7% 2.3%
2012 16.4% 11.7% -6.2% 8.6% 2.4%
2011 -9.1% 6.3% -0.6% -18.6% 5.7%
2010 21.0% 5.3% -9.7% 21.9% 4.4%
2009 64.1% -2.9% 27.2% 25.1% 6.2%
2008 -35.7% 11.0% -7.7% -17.8% -23.7%
2007 7.5% -1.0% 4.8% 3.7% -0.2%
2006 27.0% 9.2% 5.4% 1.2% 9.1%
2005 -4.0% -3.0% -8.0% 6.0% 1.5%
2004 20.9% 0.9% 2.5% 2.2% 14.4%
2003 45.9% -1.4% 19.1% 8.3% 14.7%
2002 -10.3% -2.9% -5.2% -17.1% 17.5%
2001 -11.0% -17.3% 5.9% -16.1% 21.3%
2000 -2.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Finland
  2. Norway
  3. Sweden

Fund Info

  • Launch date04/08/2000
  • Share Class size9,986Mn
  • Base currencySEK
  • ISIN SE0000740706

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management1.60%
  • Initial investment0.00%

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