SEB Sverigefond Small Cap

Equity fund

1 year

Globe

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 date
    20 Sept 1987
  • ISIN
    SE0000577389

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

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 B
    7.1%
  • Addtech AB Class B
    6.3%
  • Lagercrantz Group AB Class B
    6.1%
  • Beijer Ref AB Class B
    5.9%
  • AAK AB
    5.3%
  • Mycronic AB
    4.9%
  • Securitas AB Class B
    4.3%
  • Wihlborgs Fastigheter AB
    4.1%
  • AB Sagax Class B
    3.4%
  • Sweco AB Class B
    3.4%