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Tellus Midas

Ranked 76 out of 158 in - Flexible Other over 12 months
All calculations are in USD unless stated

Objective

The Fund is normally investing in shares of no more than 25 companies and each investment is typically consists 3-8 per cent of the fund assets. Investments are focused on small and medium-sized European companies with a market value of 500 million euro and up to 8 billion Euro. Investments may be made in both small and large companies.

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

Performance

Flexible Other over : 30/09/2017 - 30/09/2018
  • Rank 76/158 Total Return
  • Rank 125/158 Standard Deviation
  • Rank 125/158 Max Drawdown
Fund Name Currency Risk
123 Granit Trend 100 USD

12.3

124 Tellus Investmentbolag USD

12.5

125 Tellus Midas USD

12.6

126 Euroamerica Proyeccion A A USD

12.7

126 UniRak Emerging Markets A USD

12.7

Fund Name Currency Loss
123 Carnegie Strategifond A USD

-12.8%

124 FondNavigator 0-100 Aktieallokering USD

-13.1%

125 Tellus Midas USD

-13.3%

126 Quesada Forsiktig A USD

-13.3%

127 SEF SICAV Part II Mobilis Mix R USD

-13.3%

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -4.0% -3.8% 3.0%
2017 41.1% 10.2% 13.3% 7.7% 4.9%
2016 -11.2% 0.4% -8.7% 2.0% -4.9%
2015 -4.7% 6.3% -5.7% -12.0% 8.1%
2014 -21.0% 3.6% -3.4% -12.1% -10.1%
2013 10.3% -1.1% -4.9% 12.9% 3.8%
2012 4.2% 15.0% -7.1% -5.8% 3.6%
2011 -15.3% 5.9% -0.7% -23.3% 5.0%
2010 11.6% -2.2% -16.0% 19.7% 13.4%
2009 36.5% -8.0% 16.6% 22.6% 3.8%
2008 -27.5% 7.6% -3.7% -17.1% -15.7%
2007 6.9% 0.1% -4.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Sweden

Fund Info

  • Launch date01/01/2007
  • Share Class size27Mn
  • Base currencySEK
  • ISIN SE0001891508

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Initial investment0.00%

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