All funds

Carnegie Sverigefond A

Equity fund

1 year

Region

Europe

Largest region

Medium

Risk

Cost

Morningstar

 

Partial 

Sustainability

Development

Last 5 years
( ann.)

Description

  • Carnegie Sverigefond er en aksjefond som investerer i svenske børsnoterte selskaper. Typiske beholdninger er selskaper med stabile kontantstrømmer, lav vurdering og sterk markedsposisjon, på et lavt risikonivå. Porteføljen er konsentrert og vi jobber i nær dialog med alle beholdninger i både bærekraftrelaterte og finansielle spørsmål.
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Investment horizon

  • Carnegie Sverigefond A 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

    04 Jun 2025

  • Start date
    07 Jan 1987
  • ISIN
    SE0000429789

Risk

  • Medium (4 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

Costs

  • Ongoing costs

    Includes management fees of 1,40 %

  • Platform fee
  • Kickback fee
  • Annual running costs
  • Performance-based fee

  • Any transaction costs to the manager are not included in the cost overview. These are stated under cost details on the summary page before you purchase the fund. Costs for any currency exchanges are not included.

Allocation

  • Stocks 96%
    Interest 4%

Portfolio

Shows the fund's largest investments.

  • Investor AB Class B
    7.9%
  • Atlas Copco AB Class B
    6.6%
  • Essity AB Class B
    5.7%
  • Volvo AB Class B
    5.3%
  • Lifco AB Class B
    5.0%
  • Assa Abloy AB Class B
    4.9%
  • Sandvik AB
    4.8%
  • Skanska AB Class B
    4.0%
  • Telefonaktiebolaget L M Ericsson Class B
    3.7%
  • Nordea Bank Abp
    3.6%