Lannebo Sverige

Equity fund

1 year

Region

Europe

Largest region

Medium

Risk

Cost

Morningstar

 

Partial 

Sustainability

Development

Last 5 years
( ann.)

Description

  • Fondet er et aktivt forvaltet fond som fokuserer på Sverige. Fondets middler skal investeres i omsettelige verdipapirer, pengemarkedsinstrumenter, derivater, verdipapirfondsandelar og som innskudd i kreditinstitusjon. Derivater kan brukes som en del av sin investeringsstrategi.

Investment horizon

  • Lannebo Sverige 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
    03 Aug 2000
  • ISIN
    SE0000740680

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 1,60 %

  • 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 97%
    Interest 3%

Portfolio

Shows the fund's largest investments.

  • Telefonaktiebolaget L M Ericsson Class B
    7.5%
  • Swedbank AB Class A
    6.6%
  • SKF AB Class B
    6.5%
  • Autoliv Inc SEDR
    6.0%
  • Sandvik AB
    5.9%
  • Nokia Oyj
    4.8%
  • Skandinaviska Enskilda Banken AB Class A
    4.8%
  • Boliden AB
    4.7%
  • Essity AB Class B
    4.7%
  • Hexpol AB Class B
    4.6%