SEB Sverigefond Small Cap
Equity fund
1 year
Europe
Largest region
High
Risk
Annual costs
Morningstar
Partial
Sustainability
Development
Last 5 years
( ann.)
Description
- Fondet investerer i svenske aksjer og aksjerelaterte verdipapirer i små og mellomstore bedrifter (SMB), på Stockholms fondsbørs, på OTC markedet, samt i unoterte selskaper. Fondet kan utnytte opsjoner og terminkontrakter.
Investment horizon
- SEB Sverigefond Small Cap 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 date20 Sept 1987
- ISINSE0000577389
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 1,50 %
- Platform fee
- Kickback fee
- Annual running costs
Other costs
- Performance-based fee
- Transaction costs
Costs for any currency exchanges are not included.
Allocation
- Stocks 97%Interest 3%
Portfolio
Shows the fund's largest investments.
- Sectra AB Class B7.1%
- Addtech AB Class B6.3%
- Lagercrantz Group AB Class B6.1%
- Beijer Ref AB Class B5.9%
- AAK AB5.3%
- Mycronic AB4.9%
- Securitas AB Class B4.3%
- Wihlborgs Fastigheter AB4.1%
- AB Sagax Class B3.4%
- Sweco AB Class B3.4%