Register to get unlimited access to all of Citywire’s fund manager database. Registration is free and only takes a minute.

Aktia America B

Ranked 562 out of 867 in - US over 12 months
All calculations are in USD unless stated

Objective

The Fund is an equity fund that invests in North American equities and equity related instruments. The investments are made in long term, investment decisions are based always on thorough analysis of companies and markets. The emphasis is put on companies that have a leading market position in its industry, good management and clear growth strategy..

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

US over : 31/08/2016 - 31/08/2017
  • Rank 562/867 Total Return
  • Rank 356/867 Standard Deviation
  • Rank 457/867 Max Drawdown
Fund Name Currency Return
560 FERIQUE American Series A USD

11.9%

561 Aberdeen North American Equity A Acc USD

11.9%

562 Aktia America B USD

11.9%

563 AXA WF II North American Equities A D USD

11.9%

564 BCI USA Clasica USD

11.9%

Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 7.2% 1.1%
2016 6.3% -0.8% -0.3% 3.7% 3.6%
2015 -7.7% 1.4% -0.9% -11.6% 4.0%
2014 11.4% 1.8% 8.4% 0.0% 0.9%
2013 28.5% 12.8% 0.2% 6.4% 6.7%
2012 10.1% 10.5% -4.3% 5.6% -1.5%
2011 -5.3% 5.1% -3.1% -15.1% 9.5%
2010 16.1% 6.1% -10.1% 10.2% 10.4%
2009 36.7% -7.0% 19.1% 14.6% 7.7%
2008 -44.4% -9.1% -0.4% -19.3% -23.9%
2007 13.4% 2.2% 8.7% 3.0% -0.8%
2006 12.1% 6.4% -1.5% -1.4% 8.4%
2005 5.7% -0.8% 0.3% 4.1% 2.0%
2004 8.4% 2.9% -1.4% -3.1% 10.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Finland

Fund Info

  • Launch date28/11/2003
  • Share Class size81Mn
  • Base currencyEUR
  • ISIN FI0008806328

Purchase Info

  • Min. initial investment50
  • Min. regular additional investment20

Charges

  • Annual management1.80%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in USD).