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Swedbank Robur Smabolagsfond Global

Ranked 8 out of 375 in - Global over 12 months
All calculations are in EUR unless stated

Managed by

Niklas Larsson

Objective

The Fund invests globally in equity securities of companies in various industries. More than 30% of the fund's assets may be invested in companies whose equities and equity-related securities are traded on a regulated market in Sweden. The Fund may use derivatives to achieve the investment objective.

Showing fund performance in Sweden View performance globally

Performance

Global over : 30/09/2017 - 30/09/2018

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 0.6% 9.4% 3.4%
2017 15.2% 8.2% 0.6% -0.3% 6.1%
2016 1.0% -7.5% 0.1% 3.5% 5.4%
2015 13.0% 16.3% -2.5% -8.7% 9.1%
2014 15.4% 0.6% 6.6% 4.2% 3.3%
2013 20.0% 11.4% -1.6% 3.2% 6.1%
2012 11.3% 7.6% 0.1% 5.5% -2.0%
2011 -3.8% -0.9% -2.3% -10.6% 11.1%
2010 20.1% 9.2% -3.2% 2.2% 11.1%
2009 29.1% -6.0% 16.0% 11.2% 6.5%
2008 -40.6% -16.2% -0.8% -7.4% -22.8%
2007 -1.4% 1.0% 5.3% -2.4% -5.0%
2006 5.8% 4.0% -6.6% 4.1% 4.6%
2005 24.0% 2.0% 9.0% 6.2% 5.0%
2004 2.6% 4.2% 0.5% -3.5% 1.4%
2003 6.0% -9.4% 9.6% 1.4% 5.2%
2002 -32.7% 0.7% -19.7% -19.7% 3.6%
2001 -21.6% -13.7% 8.0% -22.7% 8.9%
2000 -4.8% 14.4% -7.3% 2.5% -12.4%
1999 53.9% 15.9% 7.8% -1.9% 25.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Finland
  2. Norway
  3. Sweden

Fund Info

  • Launch date21/11/1984
  • Share Class size6,550Mn
  • Base currencySEK
  • ISIN SE0000539439

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment100

Charges

  • Annual management1.25%
  • Initial investment0.00%

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