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Carlsson Noren Aktiv Allokering

Ranked 152 out of 158 in - Flexible Other over 12 months
All calculations are in USD unless stated

Managed by

Magnus Dahlgren

Objective

The Fund's management is based on quantitative macro analysis and invest in transferable securities with a geographical focus on Sweden. It invests primarily in investment funds, alternative investment funds, exchange traded funds (ETFs), index futures, bonds and money market instruments. The Fund may invest in transferable securities, money market instruments, derivatives, fund units and accounts with credit institutions.

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

Performance

Flexible Other over : 30/09/2017 - 30/09/2018
  • Rank 152/158 Total Return
  • Rank 103/158 Standard Deviation
  • Rank 128/158 Max Drawdown
Fund Name Currency Return
150 KBC Select Investors K&H Duo Call Flash 2 Dis USD

-8.2%

151 Granit Basfonden A USD

-8.5%

152 Carlsson Noren Aktiv Allokering USD

-8.8%

153 Granit Trend 100 USD

-9.8%

154 Granit Trend 50 USD

-10.5%

Fund Name Currency Loss
126 Quesada Forsiktig A USD

-13.3%

127 SEF SICAV Part II Mobilis Mix R USD

-13.3%

128 Carlsson Noren Aktiv Allokering USD

-13.4%

129 Fondvaljaren Trend USD

-13.5%

130 Fidosa Fund BLUE USD

-13.5%

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -3.6% -5.9% 3.6%
2017 15.4% 6.3% 7.6% 3.9% -2.9%
2016 -7.0% -0.8% -5.2% 2.7% -3.6%
2015 0.1% -3.6% -2.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Sweden

Fund Info

  • Launch date02/02/2015
  • Share Class size42Mn
  • Base currencySEK
  • ISIN SE0006626099

Purchase Info

  • Min. initial investment100,000
  • Min. regular additional investment0

Charges

  • Annual management1.00%
  • Initial investment1.00%

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