Lannebo Småbolag SEK C

A Small Cap fund for you who believe in small and medium-sized companies in the Swedish and other Nordic stock markets.
Open for tradeDaily
Management fee0,8%
+ 14 mer
Risk profile
6
Since start
68,46%
Previous day
-0,46%
This year
9,11%
Overview

Lannebo Småbolag - Small Cap fund

All companies start out as small enterprises, where some have the potential to realize strong growth over time. Historically smaller companies have outperformed the overall market. One reason for this is that many smaller companies have had the skills to achieve growth, often through international expansion.

Lannebo Småbolag is an actively managed equity fund that invests in small and medium-sized enterprises in the Nordic region, primarily in Sweden. Investments should have a market capitalization not exceeding 1 per cent of the Swedish stock market’s total market capitalization at the time of investment. At the end of the mid-year 2020, one per cent of the Swedish stock market’s total market capitalization was approximately SEK 73 billion.

The fund is suitable for those who

  • want to invest in small and medium-sized companies listed on the Swedish and other Nordic equity markets
  • want an actively managed fund where investments are based on a clear understanding of each individual company

Other

Subscriptions of SEK C, unit classes are available through a distributor, who has entered into an agreement with the fund company, providing investment advice on an independent basis or portfolio management to a customer and, consequently, may not receive and retain compensation from the fund company but is paid directly by the customer.

Management style

Focus is placed on each of the fund’s individual investments and their corresponding potential for growth. We strive to avoid being distracted by elements affecting the share price short-term. This leads to investments in quality companies, where we can have a knowledgeable opinion about their future growth potential, and where a company’s valuation is adequately attractive. The goal is that the fund, while taking a balanced approach to risk, should provide a better return than similar funds.

Monthly reports

Mer

Awards

Risk Indicator (SRRI)

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Fund performance

Basic fund facts

Start date2018-07-03
ISINSE0010662817
Open for tradeDaily
Management fee0,8%

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.