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Aktia America B

Ranked 462 out of 877 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 : 31/10/2016 - 31/10/2017
  • Rank 462/877 Total Return
  • Rank 443/877 Standard Deviation
  • Rank 433/877 Max Drawdown

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 7.2% 1.1% 4.3%
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 size80Mn
  • 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).