Lannebo Sverige

An equity fund for you who want to invest in Swedish companies with leading market positions globally.
Open for tradeDaily
Management fee1,6%
+ 11 mer
Risk profile
6
Since start
526,62%
Previous day
-0,31%
This year
17,49%
5 Years
89,07%
Overview

Lannebo Sverige - Equity fund

The Stockholm Stock Exchange is home to many innovative and competitive companies that have managed growth by gaining market share in the international markets. Just a few examples include Ericsson, Atlas Copco and Alfa Laval that each has become global leaders in their respective industries. Leading companies are better able than their competitors to grow with stable profitability. Therefore, a Sweden fund is always a favourable component of a savings portfolio. Lannebo Sverige is an actively managed equity fund that invests in the Swedish equity market.

The fund is suitable for those who

  • want to take part in developments on the Swedish equity market
  • believe in active management and investments based on a clear understanding of each individual company

Management style

The fund normally invests in 20 to 30 companies. Companies are selected based on a thorough analysis grounded on our own expertise and on our recurring meetings with company management. The goal is to find investments that over time can provide a good risk adjusted return.

Sustainability

Lannebo Sverige conducts genuine active management with focus on long-term, profitability and sustainability. The funds managers choose holdings on the basis of a thorough company analysis. The managers assess factors such as the company’s business model, market position, growth opportunities and risks. How a company takes responsibility towards people, environment and society also affect its future growth. Therefore, before making an investment the portfolio managers complete an internal company sustainability analysis. The managers analyse and assess various areas of sustainability and review whether there have been previous sustainability incidents. The managers then rate the company based on the results of the analysis. The internal analysis also includes a rating from an external sustainability service provider. Lannebo’s active management means that our managers develop a deep knowledge of each holding, which we believe is a prerequisite for being able to integrate sustainability into the investment process. We are long-term investors and our task is to invest in companies that will be profitable and deliver to our fund investors a good return over time at a reasonable risk. The managers also meet with company managements regularly to monitor developments and discuss sustainability.

Exclusion
Lannebo Sverige does not invest in companies that violate international conventions or in companies that produce and/or distribute controversial weapons. The fund also refrains from investing in companies in which more than 5 per cent of the company’s turnover comes from the production and/or distribution of tobacco, cannabis, alcohol, weapons, gambling or pornography. The fund also refrains from investing in companies in which more than 5 per cent of the company’s turnover comes from extracting of fossil fuels (coal, oil and gas).

Awards

Morningstar Fund Awards
2019

Bästa fondbolag, Aktieförvaltning.

Prospera Fund Advisors
2020

Lannebo högst rankade fondbolag i Sverige av fondrådgivare.

Risk Indicator (SRRI)

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Lower risk
Higher risk

Fund performance

Vanliga frågor om Lannebo Sverige

Vad är en Nordenfond?

En aktiefond som investerar i nordiska aktier kallas i vardagligt tal Nordenfond.

Var kan man köpa Lannebo Nordic Equities? 

Lannebo Nordic Equities finns tillgänglig via flertalet banker, försäkringsbolag och nätmäklare. Här finns en fullständig lista över var du kan köpa Lannebo Nordic Equities.

Går det att månadsspara i Lannebo Nordic Equities?

Ja, det går att månadsspara i fonden. Antingen via din bank eller som direktkund hos Lannebo.

Går det att spara till barn i Lannebo Nordic Equities?

Ja, det går att spara till barn i Lannebo Nordic Equities. När det gäller sparande till minderåriga går det antingen att spara i eget namn eller i barnets namn. Om du vill veta mer och starta ett sparande till barn i Lannebo Nordic Equities, kontakta oss direkt så hjälper vi dig.

Passar Lannebo Nordic Equities på ett investeringssparkonto, ISK?

Ja, Lannebo Nordic Equities är en aktiefond som investerar i nordiska bolag. Det innebär att fonden har hög risk. Historiskt har det varit lönsamt att ta hög risk för långsiktigt sparande. Insvesteringssparkonto, ISK, är en sparform som lämpar sig väl för sparande i aktiefonder.

Går det att placera tjänstepensionen i Lannebo Nordic Equities?

Det beror på vilken leverantör du har av din tjänstepension. Här kan du se vilka fonder som finns hos respektive tjänstepensionsleverantör. Lannebo Fonder tjänstepension.

Basic fund facts

Start date2000-08-04
Bankgiro5563-4604
ISINSE0000740680
Open for tradeDaily
Management fee1,6%

Risk information

Past performance is no guarantee of future returns. The money you invest in a fund can both increase and decrease in value and it is not certain that you will get back the full amount invested.