Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

Handelsbanken Nordiska Smabolagsfond (A1 SEK)

Ranked 7 out of 45 in - Nordic over 12 months
All calculations are in EUR unless stated

Managed by

Tore Marken

Tore Marken was born in Ålesund in Norway in 1970. He graduated from the Norwegian Institute of Technology with a Master of Science degree in industrial economics & technology management. Tore started his career as a trainee with ABB Financial Services in 1995 and in 1997 he became a junior trader. He joined Samvirke Insurance in 1998 where he was an analyst and portfolio manager. Tore joined Handelsbanken Asset Management in 2000 where he is now a fund manager. Outside of work he enjoys spending time with friends and skiing.

Objective

The fund invests in small and medium companies in the Nordic markets in Denmark, Finland, Norway and Sweden, whose market capitalization at the time of investment not exceeding 0.5% of the total market value of the markets in which the fund may invest. If we think it is benefit for the shareholders fund may also invest in larger companies and in unlisted companies.

Showing fund performance in Sweden View performance globally

Performance

Nordic over : 30/09/2017 - 30/09/2018
  • Rank 7/45 Total Return
  • Rank 30/45 Standard Deviation
  • Rank 7/45 Max Drawdown

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -1.9% 10.6% 4.4%
2017 9.5% 3.8% 4.0% 3.2% -1.7%
2016 14.5% -2.7% 0.8% 12.0% 4.3%
2015 27.9% 18.8% -1.5% -4.0% 13.8%
2014 8.9% 5.6% 5.8% -4.5% 2.1%
2013 32.7% 12.2% -2.9% 13.4% 7.4%
2012 21.4% 17.0% -6.6% 8.4% 2.5%
2011 -22.2% 1.4% -7.0% -25.5% 10.7%
2010 35.5% 13.2% -10.9% 16.6% 15.2%
2009 89.9% 0.5% 36.0% 26.2% 10.1%
2008 -56.0% -8.6% -6.6% -23.0% -33.1%
2007 -5.5% 5.2% 7.0% -5.4% -11.3%
2006 42.4% 19.7% -2.9% 3.1% 18.7%
2005 56.6% 11.9% 12.2% 17.7% 6.0%
2004 26.0% 8.8% 2.5% 0.2% 12.7%
2003 42.1% -10.6% 21.2% 14.1% 14.9%
2002 -26.7% 10.8% -15.1% -26.6% 6.3%
2001 -22.5% -12.9% -3.1% -24.5% 21.6%
2000 1.2% 29.6% -8.2% 3.8% -18.1%
1999 85.8% 4.0% 19.1% 2.7% 46.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Luxembourg
  2. Sweden

Fund Info

  • Launch date15/10/1998
  • Share Class size22,244Mn
  • Base currencySEK
  • ISIN SE0000522724

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management1.60%
  • Initial investment0.00%

Related News

Euro Star of the Day: Tore Marken, Handelsbanken AM

Citywire Selector showcases the top 250 managers on a risk-adjusted basis.

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).