Lannebo Sverige Plus
About the fund
Lannebo Sverige Plus is a Swedish equity fund designed for those seeking a fund with greater flexibility and opportunities. An investment in this fund gives you focused exposure to Swedish companies with leading global market positions. The fund is managed by an experienced team and can take short positions balanced with additional long positions. The goal is to generate excess returns by enhancing overweight and underweight positions relative to the benchmark index.
The investment philosophy is based on the belief that the price of an asset is crucial for future returns. Good returns are achieved by investing in mispriced stocks where the fund’s view differs from the general market consensus.
The fund is suitable for those who:
- Have an investment horizon of at least five years
- Want a Swedish equity fund with enhanced opportunities
- Believe in active management and investments based on a clear understanding of each individual company
Documents
Monthly reports
Sustainability-related information
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 Sverige Plus C SEK | Nav93.18 SEK | Nav date2024-11-20 |
| Share classLannebo Sverige Plus F SEK | Nav88.02 SEK | Nav date2024-11-20 |
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
90.58 SEKUpdated
2024-11-20Basic fund facts
| Start date | 2008-12-11 |
| Risk | 4/7 |
| Bankgiro | - |
| ISIN | SE0002686584 |
| Ongoing costs | 1% |
| Transaction fee | 0.4% |
| Total cost | 1.45% |
| Benchmark index official name* | SIX Portfolio Return Index |