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

4.94 %

1 Year rank in sector

39/177

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
Fund1.44 %9.73 %4.94 %35.16 %87.47 %
Sector-0.41 %-0.43 %2.14 %7.95 %23 %
Rank within sector9 / 2001 / 19039 / 1776 / 1292 / 88
Quartile th1 st1 st1 st1 st1 st

Calendar performance

YTD-20182017201620152014
Fund10.53 %11.11 %0.78 %20.15 %9.47 %
Sector-0.68 %7.96 %3.43 %-0.06 %4.97 %
Rank within sector1 / 19043 / 169108 / 1381 / 11215 / 93
Quartile th1 st2 nd4 th1 st1 st

Risk statistics

Alpha5.32
Beta1.73
Sharpe0.37
Volatility12.62
Tracking error10.13
Information ratio0.61
R-Squared0.43

Price movement

52 week high221.29
52 week low193.29
Current bid price0
Current offer price0
Current mid price221.29

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-