Småbolag

Småbolag – Small Cap fund

A Small Cap fund for you who believe in small and medium-sized companies in the Swedish and other Nordic stock markets.

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

1 day

1.10%

Since start

1985.04%

This year

4.74%

5 years

55.94%

Basic fund facts

Start date08/04/2000
ISINSE0000740698
Open for tradeDaily
Ongoing costs1.7%
Risk5/7

Ongoing costs consist of management fees and other administrative or operating costs (an estimate based on actual costs over the past year) and transaction costs (an estimate of costs incurred when a fund buys and sells securities).

Overview

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.
Factsheet
Prospectus

Sustainability

The fund is classified as an Article 8 product under SFDR (Sustainable Finance Disclosure Regulation). By recognizing the long-term significance of sustainability as a driver of change in markets, countries, and companies, the portfolio managers evaluate investments based on their environmental impact, social responsibility, and governance practices.

The fund’s responsible investment strategies are:

  • integrating environmental, social and governance factors into our investment processes, including both sustainability risks and principal adverse impacts, a concept commonly referred to as “double materiality”.
  • acting as a responsible owner, engage with our investee companies to ensure their alignment with our expectations regarding sustainable business practices and adherence to international norms.
  • excluding companies that are engaged in sectors and activities that we deem to cause significant adverse effects on society, where an investment would be associated with substantial negative environmental or social consequences or associated with an undesirable sustainability risk.

Explore further details regarding Lannebo’s sustainability initiatives here and learn more about the fund’s exclusion criteria in greater detail here.