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FE Crown Rating

Fund Objective

To invest in Swedish equities based on an automated trading model that follows insiders. Insiders have historically been successful investors on the stock market and the Fund makes use of public information on insider transactions with the aim to generate a higher return than the Swedish stock market.

Fund Manager

Domicile

Sector

Currency

Primary Asset Class

Fund Size

SEK 31.00m as at 31-Dec-2013

Unit Name

Inside Sweden

Inc/Acc

Accumulating 

Citicode

LXJ1

Initial Charge

0.00%

Unit Currency

SEK 

ISIN

SE0003495654 

Annual Charge

n/a

Mid

SEK 143.85

Change (Mid)

1.32 (0.92%)
25-Nov-2014

Unit LaunchDate

30-Sep-2010

Performance Overview

Performance Charts

Cumulative Performance

  YTD 3m 6m 1y 3y 5y
Fund 12.86 3.04 -0.99 15.18 70.25 -
Sector 0.30 -0.60 -2.22 -0.12 44.08 39.66
 

Discrete Performance (%)

  2013 2012 2011 2010 2009
Fund 25.95 7.52 -12.80 - -
Sector 17.52 16.55 -21.25 23.87 42.00

Asset Allocation (estimated from fund's sector average)

breakdown chart
  Asset Class % of Fund
European Equities 96.20
Others 2.10
Money Market 1.70

Regional Breakdown

breakdown chart
  Region % of Fund
Sweden 100.00

Sector Breakdown

breakdown chart
  Sector % of Fund
Industrials 21.30
Technology 15.10
Cyclical Consumer Goods 14.70
Consumer Staples 13.10
Property 10.20
Financials 9.30
Materials 7.10
Health Care 6.20
Energy 2.60
Others 0.40

All prices in Pence Sterling (GBX) unless otherwise specified. Price performance figures are calculated on a bid price to bid price basis with net income (dividends) reinvested. Performance figures are shown in Sterling.

 
 
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