Öhman Sverige A
Equity fund
1 year
Europe
Largest region
High
Risk
Annual costs
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.
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
17 Sept 2025
- Start date18 Aug 2013
- ISINSE0005281953
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
- SustainabilityPartial
Annual cost
- Ongoing costs
Includes management fees of 1,25 %
- Platform fee
- Kickback fee
- Annual running costs
Other costs
- Performance-based fee
- Transaction costs
Costs for any currency exchanges are not included.
Allocation
- Stocks 99%Interest 1%
Portfolio
Shows the fund's largest investments.
- Hexagon AB Class B4.9%
- SKF AB Class B4.8%
- Volvo AB Class B4.5%
- Atlas Copco AB Class B4.3%
- AstraZeneca PLC3.9%
- EQT AB Ordinary Shares3.8%
- Investor AB Class B3.7%
- Nordea Bank Abp3.7%
- Indutrade AB3.6%
- Swedish Orphan Biovitrum AB3.4%