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Carnegie Strategifond G (0P0000YXKR)

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189.122 +1.480    +0.79%
22/11 - Closed. Currency in SEK
  • Morningstar Rating:
  • Total Assets: 23.61B
Type:  Fund
Market:  Sweden
Issuer:  Carnegie Fonder AB
ISIN:  SE0005133030 
Asset Class:  Equity
Carnegie Strategifond G 189.122 +1.480 +0.79%

0P0000YXKR Overview

 
Find basic information about the Carnegie Strategifond G mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add 0P0000YXKR MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change12.92%
Prev. Close187.644
Risk Rating
TTM Yield3.36%
ROE15.77%
IssuerCarnegie Fonder AB
Turnover55%
ROA6.58%
Inception DateMay 27, 2013
Total Assets23.61B
Expenses0.91%
Min. Investment3,000,000
Market Cap157.48B
CategorySEK Moderate Allocation
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1144 1052 1230 1276 1643 2577
Fund Return 14.38% 5.24% 23.04% 8.46% 10.44% 9.93%
Place in category 8 10 9 3 2 1
% in Category 5 7 6 1 1 1

Top Equity Funds by Carnegie Fonder AB

  Name Rating Total Assets YTD% 3Y% 10Y%
  Carnegie Sverigefond 28.69B 10.32 6.97 10.39
  Ancoria/Carneige Sverige 28.69B 9.62 5.39 8.79
  SE0013525276 23.61B 9.14 6.68 -
  Carnegie Strategifond 23.61B 9.14 6.81 8.77
  SE0010765826 9.78B 15.07 14.46 -

Top Funds for SEK Moderate Allocation Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Swedbank Robur Bas Mix 48.02B 7.13 2.45 5.05
  Handelsbanken Multi Asset 50 A1 S 32.58B 11.20 4.00 5.96
  AMF Balansfond 27.02B 10.26 3.38 6.92
  Nordea Stratega 50 26.33B 9.76 4.52 6.22
  SE0013525276 23.61B 9.14 6.68 -

Top Holdings

Name ISIN Weight % Last Change %
  Investor B SE0015811963 5.86 298.5 +0.54%
  Essity B SE0009922164 3.95 302.20 +1.10%
  Volvo B SE0000115446 3.92 271.50 +0.78%
  Alfa Laval AB SE0000695876 3.55 475.4 -0.23%
  Holmen SE0011090018 3.20 409.80 0.00%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Sell Neutral Buy
Technical Indicators Strong Sell Strong Sell Strong Buy
Summary Strong Sell Sell Strong Buy
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