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Coeli SICAV I - US Equty R SEK

Ranked 338 out of 877 in - US over 12 months
All calculations are in USD unless stated

Managed by

Carl Anderen

Objective

The Sub-fund aims to achieve substantial investment returns while seeking to limit the associated risk. The Sub-fund will invest its assets primarily in a broad range of equities and equity related securities in the US market.

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

Performance

US over : 31/10/2016 - 31/10/2017
  • Rank 338/877 Total Return
  • Rank 630/877 Standard Deviation
  • Rank 232/877 Max Drawdown
Fund Name Currency Return
336 OP-Amerikka Arvo A USD

22.5%

337 Smith & Williamson North American Equity A USD

22.5%

338 Coeli SICAV I - US Equty R SEK USD

22.4%

339 THEAM Quant Equity US Covered I ACC USD USD

22.4%

340 PH&N Currency Hedged U.S. Equity Sr D

Currency exposure is hedged

Currency exposure is hedged

CAD

22.4%

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 5.0% 2.6% 1.9%
2016 11.7% 1.4% -0.1% 3.8% 6.2%
2015 0.8% 1.6% -1.2% -7.9% 9.0%
2014 -0.3% 4.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Luxembourg
  2. Sweden

Fund Info

  • Launch date17/06/2014
  • Share Class size53Mn
  • Base currencySEK
  • ISIN LU1028963350

Purchase Info

  • Min. initial investment5,000
  • Min. regular additional investment0

Charges

  • Annual management1.75%

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