SEB Sverigefond Small Cap
Equity fund
1 year
Europe
Largest region
High
Risk
Cost
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
04 Jun 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
Costs
- Ongoing costs
Includes management fees of 1,50 %
- 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 B7.3%
- Lagercrantz Group AB Class B6.0%
- Sectra AB Class B5.9%
- Beijer Ref AB Class B5.5%
- AAK AB5.4%
- Securitas AB Class B4.6%
- Mycronic AB4.6%
- Wihlborgs Fastigheter AB4.4%
- Sweco AB Class B3.8%
- AB Sagax Class B3.7%