Lannebo Småbolag
About the fund
An investment in the fund gives you a broad focus on small and medium-sized Swedish companies. Lannebo Småbolag has more than 20 years of history and is actively managed, which means that the fund’s managers analyze companies, meet company management and use their influence as owners to create the best possible conditions for a good risk-adjusted return. The companies in which the fund invests may have a market capitalization that amounts to a maximum of 1 percent of the Swedish stock market’s total market capitalization at the time of investment.
The fund is suitable for those who:
- Has an investment horizon of at least five years.
- Believe in small and medium-sized companies in the Swedish and Nordic stock markets.
- Believe in active management and investments based on a clear understanding of each individual company.
Documents
KIID
Prospectus with fund regulations
Monthly reports
Full and half-year reports
Sustainability-related information
Sustainability-related pre-purchase information and annual reports
Previous results
Historical performance scenarios
Sustainability
Sustainability and active ownership are key to long-term returns. Before each new investment, we conduct a sustainability analysis of the company and ensure that it is not affected by Lannebo’s exclusion criteria. In addition, we are committed active owners and work closely with our portfolio companies and other investors to promote sustainable development for the companies and society. To ensure we are making progress, we continuously monitor sustainability risks and opportunities and evaluate the fund’s sustainability performance. More information can be found in the fund’s sustainability-related disclosures.
Data source: MSCI
Other share class
| Share class | Nav | Nav date |
|---|---|---|
| Share classLannebo Småbolagsfond A EUR | Nav205.01 EUR | Nav date2024-10-18 |
| Share classLannebo Småbolagsfond C SEK | Nav197.57 SEK | Nav date2024-10-18 |
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.
NAV
187.84 SEKUpdated
2024-10-18Basic fund facts
| Start date | 2000-08-04 |
| Risk | 5/7 |
| Bankgiro | - |
| ISIN | SE0000740698 |
| Ongoing costs | 1.6% |
| Transaction fee | 0.11% |
| Total cost | 1.74% |
| Benchmark index official name* | Carnegie Small Cap Return Index Sweden (Lannebo) |