Fact sheet: Inside Sweden

Fund information

Fund name
Inside Sweden
Fund company manager
Insider
Fund type
SIB
Fund manager(s)
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

11.32 %

1 Year rank in sector

91/97

Sector

FO Equity - Europe Single Country

Yield
-
Fund size

£ 61.0 m

FE Risk score

132

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Holdings snapshot

  • Sweden
    100%
  • Health Care
    28.3%
  • Technology
    24.2%
  • Cyclical Consumer Goods
    21.1%
  • Property
    17.9%
  • Financials
    5.9%
  • Swedish Equities
    100%

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund1.2 %2.64 %10.66 %47.03 %106.4 %
Sector1.65 %8.55 %18.84 %40.62 %71.71 %
Rank within sector68 / 9888 / 9791 / 9734 / 8922 / 83
Quartile th3 rd4 th4 th2 nd2 nd

Calendar performance

YTD-20172016201520142013
Fund8.87 %2.41 %22.64 %13.15 %25.95 %
Sector14.87 %9.63 %9.17 %1.69 %17.53 %
Rank within sector83 / 9757 / 9718 / 9324 / 8636 / 84
Quartile th4 th3 rd1 st2 nd2 nd

Risk statistics

Alpha2.2
Beta1.08
Sharpe0.66
Volatility15.23
Tracking error8.9
Information ratio0.29
R-Squared0.65

Price movement

52 week high213.7545
52 week low171.7182
Current bid price0
Current offer price0
Current mid price197.2099

Holdings by region

  • 100% Sweden

Holdings by sector

  • 28.3% Health Care
  • 24.2% Technology
  • 21.1% Cyclical Consumer Goods
  • 17.9% Property
  • 5.9% Financials
  • 2.6% Consumer Staples

Holdings by asset type

  • 100% Swedish Equities

Individual holdings

  • 5% CLX COMMUNICATIONS AB
  • 5% KNOW IT
  • 4.7% HEXAGON AB
  • 4.6% MICRO SYSTEMATIONS
  • 4.6% PROACT IT GROUP
  • 4.4% CAPIO AB
  • 3.7% ATTENDO AB
  • 3.7% RECIPHARM AB
  • 3.7% SWEDISH ORPHAN BIOVITRUM AB
  • 3.6% BIOGAIA AG