Öhman Global
About the fund
Öhman Global is an actively managed global equity fund with a focus on both value and growth in large-cap companies, identifying investment themes based on global megatrends. The fund aims, with good risk diversification over the long term, to outperform the global equity markets. The fund is managed actively and sustainably, investing in global companies across various countries and sectors.
The fund is suitable for you if you:
- Want exposure to companies benefiting from global megatrends
- Want to invest sustainably in companies worldwide
- Want a concentrated global equity portfolio
Managers
Documents
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
Risk
Other share class
| Share class | Nav | Nav date |
|---|---|---|
| Share classÖhman Global B | Nav198.47 SEK | Nav date2024-10-15 |
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
484.55 SEKUpdated
2024-10-15Basic fund facts
| Start date | 1998-12-21 |
| Risk | 4/7 |
| Bankgiro | - |
| ISIN | SE0000533945 |
| Ongoing costs | 1.25% |
| Transaction fee | 0.09% |
| Total cost | 1.38% |
| Benchmark index official name* | MSCI AC World Total Return Net |