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

Handelsbanken Amerika Tema (A1 SEK)

Ranked 42 out of 867 in - US over 12 months
All calculations are in USD unless stated

Managed by

Joakim By

Joakim By is a senior US equity portfolio manager at Handelsbanken Asset Management based in Stockholm. He joined the group in 2001 working as an investment adviser before moving to Handelsbanken Private Banking in 2004 where he became a portfolio manager. He moved to Handelsbanken Asset Management in 2004 and currently runs the Handelsbanken Amerikafond using a thematic approach, with high quality growth. Joakim has an MSc in business administration from Uppsala University, and in his spare time his interests include golf, tennis, football and music.

Objective

The fund is actively managed, which means that the manager makes own active investment decisions. The goal is long-term outperform the return on the underlying market, defined as benchmark. The fund invests mainly in equities issued by companies in the US, but also in Canada and Mexico. the thematic investment strategy involves investment mainly takes place in companies linked to the carefully selected, analyzed and long-term investment themes where we expect a long period of growth.

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

Performance

US over : 31/08/2016 - 31/08/2017
  • Rank 42/867 Total Return
  • Rank 124/867 Standard Deviation
  • Rank 153/867 Max Drawdown
Fund Name Currency Risk
124 Simplex Fund US Select B USD

5.4

124 Segurfondo S&P 100 Cubierto, FI

Currency exposure is hedged

Currency exposure is hedged

EUR

5.4

124 Etoile Multi Gestion USA - P (C) USD

5.4

124 Fidelity American Disciplined Equity Series B USD

5.4

124 Handelsbanken Amerika Tema (A1 SEK) USD

5.4

Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 9.4% 5.5%
2016 2.8% -3.0% -1.0% 5.3% 1.7%
2015 4.4% 3.6% 1.0% -5.8% 6.0%
2014 3.6% -1.2% 4.2% -1.4% 2.0%
2013 34.8% 12.7% 1.2% 7.3% 10.1%
2012 15.5% 12.6% -3.7% 6.3% 0.2%
2011 -2.5% 3.4% 0.5% -14.9% 10.3%
2010 17.3% 5.1% -10.1% 11.5% 11.4%
2009 41.5% -5.6% 19.9% 14.2% 9.4%
2008 -40.5% -9.6% -1.1% -12.4% -24.0%
2007 7.3% 0.1% 7.2% 1.6% -1.6%
2006 13.8% 4.7% -2.6% 4.7% 6.6%
2005 5.3% -2.2% 3.0% 3.5% 1.0%
2004 7.0% 1.4% -0.4% -1.7% 7.8%
2003 26.7% -1.8% 12.8% 2.6% 11.5%
2002 -27.8% -4.4% -16.4% -16.6% 8.3%
2001 -16.0% -14.1% 3.1% -17.2% 14.5%
2000 -15.9% 1.6% -5.0% -3.5% -9.7%
1999 20.0% 7.1% -0.1% -4.1% 16.9%
1998 29.6% 12.6% 5.9% -8.6% 18.9%
1997 17.4% 1.3% 11.0% 5.7% -1.2%
1996 24.8% 1.7% 4.6% 8.2% 8.4%
1995 4.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Finland
  2. Luxembourg
  3. Norway
  4. Sweden

Fund Info

  • Launch date28/04/1989
  • Share Class size8,494Mn
  • Base currencySEK
  • ISIN SE0000355828

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management1.60%
  • Initial investment0

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