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

Ohman Global Hallbar A

Ranked 243 out of 2955 in - Global over 12 months
All calculations are in USD unless stated

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 : 30/09/2016 - 30/09/2017
  • Rank 243/2955 Total Return
  • Rank 70/2955 Standard Deviation
  • Rank 89/2955 Max Drawdown
Fund Name Currency Risk
68 Sarasin Global Dividend (Sterling Hedged) A Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

3.8

68 SEB Sustainability Fund Global C EUR USD

3.8

70 Ohman Global Hallbar A USD

3.8

70 Vanguard Global Quantitative Equity USD

3.8

72 ACC Alpha select AMI

Currency exposure is hedged

Currency exposure is hedged

EUR

3.9

Fund Name Currency Loss
89 Sarasin Thematic Global Equity Sterling Hdg A Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

-0.6%

89 Scotia Global SA de CV FIRV L USD

-0.6%

89 Ohman Global Hallbar A USD

-0.6%

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 7.3% 6.1% 5.8%
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 size3,009Mn
  • 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).