All funds

Lannebo Småbolag

Equity fund

1 year

Globe

Europe

Largest region

High

Risk

Annual costs

Morningstar

 

Partial 

Sustainability

Development

Last 5 years
( ann.)

Description

  • Fondet er et aktivt forvaltet aksjefond med fokus påp små og mellomstore selskaper i Norden. Fondet plaserer i aksjerelaterte fond, derivater samt på konto i kreditt institutt. Aksje utvalget baseres på fundamental analyse av selskaper i alle bransjer, samtidig som de ofte endrer portefølje sammensetningen i fondet. Fondet kan maks investere 1% av fondets markedsverdi i en enkelt aksje. Fondets egen referanseindeks er Carnegie Small Cap Sweden Index.
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Investment horizon

  • Lannebo Småbolag is a Equity fund. This mutual fund type is suitable for those who plan to save for at least 6 years.

Characteristics

  • Minimum amount
  • Sharpe 3 years
  • Price/NAV

    10 Sept 2025

  • Start date
    03 Aug 2000
  • ISIN
    SE0000740698

Risk

  • High (5 of 7)

Morningstar rating

  • The Morningstar Rating is an objective standard that tells us how well a fund has done compared to similar funds. If a fund performs better than other funds it is compared with, it receives a high rating. Correspondingly, a fund receives a low rating if it performs worse than similar funds.

Sustainability

Annual cost

  • Ongoing costs

    Includes management fees of 1,60 %

  • Platform fee
  • Kickback fee
  • Annual running costs

Other costs

  • Performance-based fee
  • Transaction costs

  • Costs for any currency exchanges are not included.

Allocation

  • Stocks 98%
    Interest 2%

Portfolio

Shows the fund's largest investments.

  • Addtech AB Class B
    7.9%
  • Lifco AB Class B
    7.4%
  • Lagercrantz Group AB Class B
    7.3%
  • Beijer Ref AB Class B
    5.0%
  • AB Sagax Class B
    4.9%
  • Bufab AB
    4.5%
  • Mycronic AB
    4.3%
  • Trelleborg AB Class B
    4.3%
  • Addnode Group AB Class B
    4.0%
  • Axfood AB
    3.7%