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Ohman Global Hallbar A

Ranked 657 out of 3010 in - Global over 12 months
All calculations are in USD unless stated

Managed by

Filip Boman

Filip Boman was born in Stockholm, Sweden in 1968. Filip graduated from Stockholm University and holds a BA in business administration from Wittenberg University. He has worked at Ericsson and also has two years' experience in the insurance industry. Filip joined Carlson in January 1996 as an analyst focusing on American equities, and in 2001 he was promoted to portfolio manager. He is a CFA Charterholder, and outside of fund management he enjoys tennis, football, skiing and music.

Objective

The fund is an actively managed global equity fund that invests in companies with a strong brand who are also the leaders in their sectors. The fund normally invests in 50 companies spread across different industries and follows the standard for responsible investment.

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

Performance

Global over : 31/03/2017 - 31/03/2018
  • Rank 657/3010 Total Return
  • Rank 419/3010 Standard Deviation
  • Rank 637/3010 Max Drawdown
Fund Name Currency Loss
637 Carmignac Pfl Investissement F EUR acc USD

-5.2%

637 KBC Participation Excl Timing Pricing Power USD 1 USD

-5.2%

637 Guardian Global Equity Series I USD

-5.2%

637 Optimum Fund CSOB Private Banking Global Leaders 2 USD

-5.2%

637 Ohman Global Hallbar A USD

-5.2%

637 ICA Banken Modig

Currency exposure is hedged

Currency exposure is hedged

SEK

-5.2%

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -0.5%
2017 26.3% 7.3% 6.1% 5.8% 4.8%
2016 6.1% -2.5% -2.5% 8.9% 2.5%
2015 0.8% 2.4% -1.4% -7.5% 8.0%
2014 3.8% -0.8% 4.3% -1.1% 1.4%
2013 25.4% 7.1% 1.9% 5.6% 8.9%
2012 12.4% 14.5% -6.4% 5.0% -0.1%
2011 -2.0% 0.3% 1.4% -9.8% 6.9%
2010 13.6% 3.6% -10.6% 12.3% 9.1%
2009 41.7% -6.4% 19.8% 17.9% 7.2%
2008 -45.2% -7.2% -4.7% -18.2% -24.2%
2007 14.8% 1.6% 10.1% 5.4% -2.7%
2006 30.8% 6.4% 4.6% 7.5% 9.3%
2005 3.9% -1.7% -1.2% 4.8% 2.1%
2004 8.8% 3.3% -2.7% -3.4% 12.1%
2003 27.4% -3.1% 11.9% 4.2% 12.7%
2002 -24.6% -4.0% -11.9% -18.9% 10.0%
2001 -18.4% -17.3% 2.9% -17.0% 15.6%
2000 -22.9% -3.6% -4.2% -6.7% -10.5%
1999 25.2% 5.5% -2.2% -0.9% 22.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Norway
  2. Sweden

Fund Info

  • Launch date21/12/1998
  • Share Class size3,709Mn
  • Base currencySEK
  • ISIN SE0000533945

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment200

Charges

  • Annual management1.80%
  • Initial investment0

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