Lannebo Småbolag
Equity fund
1 year
Europe
Largest region
High
Risk
Cost
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.
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
04 Jun 2025
- Start date03 Aug 2000
- ISINSE0000740698
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
Costs
- Ongoing costs
Includes management fees of 1,60 %
- 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 98%Interest 2%
Portfolio
Shows the fund's largest investments.
- Addtech AB Class B7.6%
- Lifco AB Class B7.2%
- Lagercrantz Group AB Class B6.9%
- Beijer Ref AB Class B4.9%
- AB Sagax Class B4.9%
- Indutrade AB4.8%
- Trelleborg AB Class B4.7%
- Mycronic AB4.5%
- Bufab AB4.3%
- AAK AB4.1%