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Pacific Global Dynamic

Ranked 2833 out of 3325 in - Global over 12 months
All calculations are in USD unless stated

Managed by

Mattias Gromark

Swedish-born Mattias Gromark holds over 10 years' experience in the industry and currently is CEO and a portfolio managers at Pacific Fonder AB. Prior to this, he worked at Solidar Fonder as a portfolio manager since 2011. Mattias graduated from Stockholm University School of Business where he gained an MSc in Business and Economics, and the Naval War College. Mattias also spent time as a Naval Officer in the Swedish Armed Forces.

Objective

The Fund invests in shares and equity related transferable securities worldwide. The fund's objective is, through active management to achieve development that is better than the fund's benchmark. The fund invests primarily in equities and equity instruments, debt instruments, derivatives and accounts with credit institutions.

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

Performance

Global over : 31/08/2017 - 31/08/2018
  • Rank 2833/3325 Total Return
  • Rank 3236/3325 Standard Deviation
  • Rank 3229/3325 Max Drawdown
Fund Name Currency Loss
3227 Sun Life Excel EM Blue Chip Balanced - Series A USD

-14.0%

3228 IPOPEMA SFIO Globalnych Megatrendow A USD

-14.0%

3229 Pacific Global Dynamic USD

-14.1%

3230 ONELIFE FUND USD USD

-14.1%

3231 BCI Value B USD

-14.1%

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 0.2% -8.0%
2017 26.6% 9.2% 3.9% 6.2% 5.1%
2016 -2.4% 5.1% -0.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Sweden

Fund Info

  • Launch date29/01/2016
  • Share Class size25Mn
  • Base currencySEK
  • ISIN SE0008014401

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

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

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