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Aktia America B

Ranked 362 out of 882 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 : 30/11/2016 - 30/11/2017
  • Rank 362/882 Total Return
  • Rank 571/882 Standard Deviation
  • Rank 457/882 Max Drawdown
Fund Name Currency Return
360 RBC U.S. Dividend Class Sr A USD

20.8%

360 SWC (CH) EF North America A USD

20.8%

362 Aktia America B USD

20.7%

363 Santander North American Equity A USD

20.7%

364 Evli Equity Factor USA B USD

20.7%

Fund Name Currency Risk
569 NBI US Dividend Advisor Series USD

5.6

569 SIG Lyrical I USD USD

5.6

571 LO Funds - US Equity Factor Enhanced SH (GBP) MA

Currency exposure is hedged

Currency exposure is hedged

GBP

5.6

571 Aktia America B USD

5.6

573 BPI Global Invest Fd BPI America R Cap USD

5.6

573 SSQ Fiera Capital U.S. Equity GIF Basic USD

5.6

573 SEB Nordamerikafond USD

5.6

573 New Capital US Growth USD Ord Acc USD

5.6

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).