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Granit Basfonden A

Ranked 138 out of 152 in - Flexible Other over 12 months
All calculations are in USD unless stated

Managed by

Jan Rosenqvist

Jan Rosenqvist was born in Stockholm in 1963 and attended the University of Stockholm where he gained a degree in Finance. He has been managing funds for the last four years with Öhman. Prior to this he was the managing director of EcoBalance between 1997 and 2003. Outside of fund management, Jan lists sailing and skiing as his main interests.

Objective

This is an investment fund that invests in a portfolio with exposure to selected assets such as stock indices, bonds, interest rate indices, commodity indices, funds and liquid assets. The funds assets may be invested in debt securities from municipal, state and corporate investment grade by S&P or Moody's or one of the Swedish banks.

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

Performance

Flexible Other over : 30/11/2017 - 30/11/2018
  • Rank 138/152 Total Return
  • Rank 110/152 Standard Deviation
  • Rank 141/152 Max Drawdown
Fund Name Currency Return
136 Vega Emerging R USD

-14.2%

137 TrendEn USD

-14.4%

138 Granit Basfonden A USD

-15.4%

139 Zeus Capital Best Fund Selection EUR A Cap USD

-15.4%

140 Granit Trend 100 USD

-15.5%

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -4.1% -7.2% 1.0%
2017 20.9% 5.3% 8.0% 4.5% 1.8%
2016 -6.2% 2.8% -3.6% -0.2% -5.2%
2015 -16.6% -6.0% -2.2% -6.4% -3.2%
2014 -14.2% 0.3% 0.7% -9.0% -6.7%
2013 13.1% 3.3% -5.1% 9.5% 5.3%
2012 4.9% 2.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Sweden

Fund Info

  • Launch date01/06/2012
  • Share Class size535Mn
  • Base currencySEK
  • ISIN SE0004546588

Purchase Info

  • Min. initial investment10,000
  • Min. regular additional investment500

Charges

  • Annual management2.50%
  • Initial investment0.00%

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