Fact sheet: IKC Sverige

Fund information

Fund name
IKC Sverige
Fund company manager
IKC Fonder
Fund type
SIB
Fund manager(s)
Fund objective
-
Benchmark
-
Investment style
Active,Flexible
Investment method
None

Quick stats

1 Year return

15.98 %

1 Year rank in sector

7/165

Sector

FO Mixed Asset - Flexible

Yield
-
Fund size
-
FE Risk score

132

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund-0.25 %3.1 %15.98 %54.27 %101.72 %
Sector1.4 %3.99 %7.4 %15.2 %24.55 %
Rank within sector177 / 183106 / 1747 / 1652 / 1131 / 83
Quartile th4 th3 rd1 st1 st1 st

Calendar performance

YTD-20172016201520142013
Fund12.8 %0.78 %20.15 %9.47 %29.89 %
Sector7.04 %3.43 %-0.06 %4.97 %6.79 %
Rank within sector24 / 172112 / 1421 / 11915 / 1011 / 86
Quartile th1 st4 th1 st1 st1 st

Risk statistics

Alpha7.21
Beta1.91
Sharpe0.78
Volatility12.98
Tracking error10.19
Information ratio0.97
R-Squared0.49

Price movement

52 week high211.98
52 week low169.76
Current bid price0
Current offer price0
Current mid price203.25

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-