All funds

Öhman Sverige A

Equity fund

1 year

Region

Europe

Largest region

High

Risk

Cost

Morningstar

 

Partial 

Sustainability

Development

Last 5 years
( ann.)

Description

  • The fund is an equity fund with the aim of outperforming the performance of the Swedish stock market. The fund is actively and sustainably managed. The fund invests primarily in Swedish equities divided into different industries. The fund has specific and explicit criteria for investing in companies based on environmental, social and governance (ESG) aspects. Sustainability aspects are explicitly part of the investment process and affect the fund's investments. The fund promotes environmental and social characteristics in accordance with Article 8 of the Disclosure Regulation and is classified as a "light green" fund.
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Investment horizon

  • Öhman Sverige 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

    03 Jun 2025

  • Start date
    18 Aug 2013
  • ISIN
    SE0005281953

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

Costs

  • Ongoing costs

    Includes management fees of 1,25 %

  • 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 99%
    Interest 1%

Portfolio

Shows the fund's largest investments.

  • Volvo AB Class B
    5.0%
  • Atlas Copco AB Class B
    4.9%
  • Investor AB Class B
    4.8%
  • Hexagon AB Class B
    4.5%
  • AstraZeneca PLC
    3.9%
  • Swedbank AB Class A
    3.8%
  • Nordea Bank Abp
    3.6%
  • Swedish Orphan Biovitrum AB
    3.4%
  • SKF AB Class B
    3.0%
  • Assa Abloy AB Class B
    3.0%