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IKC Taktisk Allokering 0-100

Ranked 35 out of 158 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 : 30/09/2017 - 30/09/2018

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 0.2% -3.2% 2.3%
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 size987Mn
  • Base currencySEK
  • ISIN SE0004951408

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management2.25%
  • Initial investment0.00%

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