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Lansforsakringar USA Aktiv A

Ranked 472 out of 877 in - US over 12 months
All calculations are in USD unless stated

Managed by

David Small

Objective

The fund is an actively managed fund that invests in equities on the American market. The portfolio has about 80-120 shares. Fundamental company analysis is the basis for the portfolio composition. The focus is primarily on large US companies with potential to grow in value.

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

Performance

US over : 31/10/2016 - 31/10/2017
  • Rank 472/877 Total Return
  • Rank 487/877 Standard Deviation
  • Rank 445/877 Max Drawdown
Fund Name Currency Return
470 DNB USA USD

20.7%

471 LahiTapiola USA A USD

20.7%

472 Lansforsakringar USA Aktiv A USD

20.6%

472 GAM Star US All Cap Equity USD Acc USD

20.6%

474 Sentry US Growth and Income Class Series A USD

20.6%

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 7.2% 1.3% 3.1%
2016 7.0% -2.5% 0.1% 5.4% 4.0%
2015 0.3% 1.5% -0.9% -7.7% 8.1%
2014 12.2% 2.2% 3.7% 1.0% 4.9%
2013 34.3% 12.1% 2.9% 5.6% 10.4%
2012 11.3% 10.2% -3.6% 7.1% -2.2%
2011 1.7% 3.5% 0.2% -9.9% 8.9%
2010 8.1% 2.6% -12.4% 10.3% 9.2%
2009 28.1% -6.8% 14.4% 10.8% 8.5%
2008 -35.9% -9.7% -1.5% -8.2% -21.5%
2007 6.9% 0.0% 4.8% 4.0% -1.9%
2006 8.5% 1.3% -2.9% 3.6% 6.5%
2005 3.2% -2.2% 0.8% 4.1% 0.5%
2004 2.8% 1.0% 0.9% -3.7% 4.7%
2003 17.7% 0.6% 8.0% -1.5% 10.0%
2002 -25.6% -3.8% -12.6% -15.5% 4.7%
2001 -19.4% -16.8% 5.2% -18.5% 13.0%
2000 -15.7% 1.2% -4.5% 0.8% -13.5%
1999 25.5% 7.0% -0.6% -3.5% 22.3%
1998 22.4% 14.2% 3.5% -13.0% 19.1%
1997 29.5% -1.5% 20.7% 9.1% -0.2%
1996 3.0% 3.2% 9.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Sweden

Fund Info

  • Launch date03/01/1996
  • Share Class size687Mn
  • Base currencySEK
  • ISIN SE0000837262

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment100

Charges

  • Annual management1.55%
  • Initial investment0

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