Öhman Marknad USA
About the fund
Öhman Marknad USA is an index-tracking equity fund with the goal of reflecting the performance of the U.S. equity market over the long term, while maintaining good risk diversification. The fund is managed sustainably. A difference between the fund’s returns and the index can be expected, as the management follows the fund management company’s policy for responsible investments. This means that the fund, as part of its investment process and portfolio construction, is regularly adjusted by excluding companies that do not meet the fund management company’s sustainability criteria, and by favoring companies with better long-term sustainability practices.
The fund is suitable for you if you:
- Want to invest sustainably in a broad U.S. equity portfolio
- Want sustainability factors to clearly guide which companies are included and excluded
Documents
Historical performance scenarios
Sustainability
Sustainability and active ownership are key to long-term returns. The fund promotes environmental and social characteristics in accordance with Article 8 of the Disclosure Regulation. To ensure progress, we continuously 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 Marknad USA B | Nav385.04 SEK | Nav date2024-12-19 |
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
610.54 SEKUpdated
2024-12-19Basic fund facts
| Start date | 1999-10-20 |
| Risk | 5/7 |
| Bankgiro | - |
| ISIN | SE0000577967 |
| Ongoing costs | 0.65% |
| Transaction fee | 0.01% |
| Total cost | 0.67% |
| Benchmark index official name* | MSCI USA Total Return Net |