Lannebo Småbolag

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 fee1,6%
+ 14 mer
Risk profile
6
Since start
1787,08%
Previous day
-0,47%
This year
8,86%
5 Years
124,30%
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

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.

Awards

Morningstar Fund Awards
2019

Bästa fondbolag, Aktieförvaltning.

Citywire Fund Managers Rating
2020

Johan Ståhl, förvaltare, ranking AA, januari 2020.

Prospera Fund Advisors
2020

Lannebo högst rankade fondbolag i Sverige av fondrådgivare.

Risk Indicator (SRRI)

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Fund performance

Basic fund facts

Start date2000-08-04
Bankgiro5563-4620
ISINSE0000740698
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.