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.
Fact sheet (PDF)Fact sheet (PDF)Fact sheet (PDF)Fact sheet (PDF)Fact sheet (PDF)Fact sheet (PDF)Fact sheet (PDF)
Information brochure (PDF)

Documents

Fact sheet
Lannebo Småbolag A (spanish)Lannebo Småbolag A (french)Lannebo Småbolag A (norwegian)Lannebo Småbolag C (danish)Lannebo Småbolag D (spanish)Lannebo Småbolag D (french)Lannebo Småbolag D (norwegian)
Information brochure
Prospectus
Monthly reports
11/2024 - Lannebo Småbolag10/2024 - Lannebo Småbolag09/2024 - Lannebo Småbolag
Full and half-year reports
Annual Report 2024Semi Annual Report 2025
Sustainability-related information
Summary Lannebo Småbolag (english)Summary Lannebo Småbolag (danish)Summary Lannebo Småbolag (french)Summary Lannebo Småbolag (norwegian)Summary Lannebo Småbolag (spanish)
Sustainability-related pre-purchase information and annual reports
Sustainability reportPre-contractual disclosure
Previous results
Previous results
Historical performance scenarios
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

Carbon footprint

6.3

Carbon footprint is calculated according to the SFDR framework and is a weighted average. A company's carbon footprint is its Scope 1+2 divided by its enterprise value (EV) in EUR.

Implied Temperature Rise (ITR)

3.7

The fund's Implied Temperature Rise is measured in degrees Celsius. A figure higher than 1.5 degrees indicates that, at the time of reporting, the fund has higher carbon dioxide emissions than what is required according to the Paris Agreement.

Science Based Target (SBT)

59.3

The SBT figure shows the percentage of the fund's holdings that have set science based climate targets to meet the goals of the Paris Agreement.

Other share classes

Share classLannebo Småbolag BNav95.55SEK Nav date2026-02-26
Share classLannebo Småbolag CNav189.23SEK Nav date2026-02-26
Share classLannebo Småbolag DNav207.96EUR Nav date2026-02-26
Share classLannebo Småbolag GNav94.25SEK Nav date2026-02-26

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.
Historical return
Loading chart

NAV

177.92 SEK

Updated

2026-02-26

Basic fund facts
Start date 2000-08-04
Risk 5/7
Bankgiro -
ISIN SE0000740698
Management fee 1.63%
Transaction fee 0.04%
Total cost 1.67%
Benchmark index * Carnegie Small Cap Return Index Sweden
Loading