Lannebo Sverige
Equity fund
1 year
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 date03 Aug 2000
- ISINSE0000740680
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
- 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 97%Interest 3%
Portfolio
Shows the fund's largest investments.
- Telefonaktiebolaget L M Ericsson Class B7.5%
- Swedbank AB Class A6.6%
- SKF AB Class B6.5%
- Autoliv Inc SEDR6.0%
- Sandvik AB5.9%
- Nokia Oyj4.8%
- Skandinaviska Enskilda Banken AB Class A4.8%
- Boliden AB4.7%
- Essity AB Class B4.7%
- Hexpol AB Class B4.6%