Fact sheet: Inside Sweden

Fund information
Fund name
Inside Sweden
Fund manager company
Insider
Fund type
No data available.
Fund manager
No data available.
Fund objective
To invest in Swedish equities based on an automated trading model that follows insiders. Insiders have historically been successful investors on the stock market and the Fund makes use of public information on insider transactions with the aim to generate a higher return than the Swedish stock market.
Benchmark
  • SIX Portfolio Return Index
Investment style
Growth
Investment method
Shares
Quick stats
1 Year return
19.1%
1 Year rank in sector
39/93
Sector
FO Equity - Europe Single Country
Yield
-
Fund size
£61m
FE Risk score
?FE Risk Scores measure the riskiness of instruments relative to the FTSE 100 index of shares. Weekly volatility is measured over three years with recent behaviour counting more heavily than earlier behaviour. Cash-type investments will have scores close to zero. Funds will tend to have scores in the 0-150 range. The FTSE 100 is always scored at 100. There is no upper limit.
124
Top in this sector
Fund name1 Year
Pictet Russian Equities70.3%
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SEB 2 Russia54.6%
...more in FO Equity - Europe Single Country

Performance snapshot

Holdings snapshot

  • Sweden100%
  • Health Care28.3%
    Technology24.2%
    Cyclical Consumer Goods21.1%
    Property17.9%
    Financials5.9%
  • Swedish Equities100%

Performance vs Sector

Cumulative performance
 1 mth3 mth6 mth1 yr3 yr5 yr
Fund-0.6%6.7%6.5%19.1%43.7%86.4%
Sector1.2%5.8%10.2%17.1%31.4%55%
Rank within sector73 / 9246 / 9371 / 9339 / 9321 / 8323 / 77
Quartile4th2nd4th2nd2nd2nd
Calendar performance
 YTD - 20172016201520142013
Fund5.8%2.4%22.6%13.2%26%
Sector5.2%9.6%9.2%1.7%17.5%
Rank within sector44 / 9354 / 9313 / 8922 / 8236 / 79
Quartile2nd3rd1st2nd2nd
Risk statistics
Alpha
?Alpha is a measure of a fund's over- or under-performance by comparison to its benchmark. If the Alpha is 5, the fund has outperformed its benchmark by 5%; so the greater the Alpha, the greater the outperformance.
4.01
Beta
?Beta estimates a fund's volatility by comparison to that of its benchmark. A fund with a beta close to 1 means that the fund will move generally in line with the benchmark. Higher than 1 and the fund is more volatile than the benchmark and vice versa.
1.08
Sharpe
?This commonly-used measure calculates the level of return over and above the return of a notional risk-free investment, such as cash. The difference in returns is then divided by the fund's volatility. The resulting ratio is an indication of the amount of excess return generated per unit of risk.
0.6
Volatility
?Volatility (or standard deviation), when applied to an investment fund, expresses its risk. It shows how widely a range of returns varied from the fund's average return over a particular period. For example, if a fund had an average return of 5%, and its volatility was 15, this would mean that the range of its returns over the period had swung between +20% and -10%.
14.87
Tracking error
?This measures the standard deviation of a fund's excess returns over the returns of an index or benchmark portfolio. As such, it can be an indication of 'riskiness' in the manager's investment style. A Tracking Error below 2 suggests a passive approach. At 3 and above the the manager will be deploying a more active investment style.
7.87
Information ratio
?This is a useful risk-adjusted measure of actively managed fund performance. It is calculated by deducting the returns of the fund's benchmark from the fund's overall returns, then dividing the result by its tracking error. The higher the Information Ratio the better. It is generally considered that a figure of 0.5 reflects a good performance, 0.75 very good, and 1.00 outstanding.
0.54
R-Squared
?An indication of how closely correlated a fund is to an index or a benchmark. Values for R-Squared range between 0 and 1, with 0 indicating no correlation at all and 1 showing a perfect match. Values upwards of 0.7 suggest that the fund's behaviour is increasingly linked to its benchmark.
0.72
Price movement
52 week high193.2
52 week low155.57
Current bid price-
Current offer price-
Current mid price191.57
Region
1Sweden100%
Industry sector
1Health Care28.3%
2Technology24.2%
3Cyclical Consumer Goods21.1%
4Property17.9%
5Financials5.9%
6Consumer Staples2.6%
Asset type
1Swedish Equities100%
Individual holdings
1CLX COMMUNICATIONS AB5%
2KNOW IT5%
3HEXAGON AB4.7%
4MICRO SYSTEMATIONS4.6%
5PROACT IT GROUP4.6%
6CAPIO AB4.4%
7ATTENDO AB3.7%
8RECIPHARM AB3.7%
9SWEDISH ORPHAN BIOVITRUM AB3.7%
Management
Fund manager group
Scientia Fund Management
Fund manager company
Insider
Fund type
No data available.
Fund objective
To invest in Swedish equities based on an automated trading model that follows insiders. Insiders have historically been successful investors on the stock market and the Fund makes use of public information on insider transactions with the aim to generate a higher return than the Swedish stock market.
Benchmark
  • SIX Portfolio Return Index
Investment style
Growth
Investment method
Shares
Fund manager
No data available.
Compliance
No data available.
Domicile
No data available.
Fund for sale in
United Kingdom, Offshore, Sweden
Inside Sweden
Initial charge-
Annual charge-
Min single investment£0
Min regular saving£0
Available in ISANo
Ongoing charge (OCF)-
Total expense ratio (TER)-
Bid price-
Offer price-
Mid price191.568
CurrencySEK
Price updated20/03/2017
TypeAccumulation
Institutional or retail classRetail
Domicile-
Citi codeLXJ1
Data provided by

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