Sweden Fund

With focus on Swedish companies

Sweden Fund is a concentrated and actively managed equity fund that focuses exclusively on large and midsize Swedish companies. The team uses both top-down as well as bottom-up analyses to seek out high quality companies. Key selection criteria are strong management, sound business models, stable dividends, and long-term growth potential.

Fund Overview

Inception Date

2014-11-28

Portfolio Manager

Mattias Eriksson

Investment universe

Swedish investments equity fund

Annualized Return (Since Inc.)

(I SEK) = 7,04% (December 2017)

Minimum investment

(I SEK) = 10 000 000 SEK

Investment management fee

(I SEK) = 0.70 % p.a.

Subscription/redemption fee

None

UCITS

Yes