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Skandia Global Foretagsobligationsfond

Ranked 151 out of 167 in - Global Corporates over 12 months
All calculations are in SEK unless stated

Managed by

Louis Chabrier

Objective

The fund invests in corporate bonds with high credit ratings. Investments are diversified in a number of companies in different countries and currencies. In addition to debt securities issued by corporations, the Fund may also invest in money market instruments, fixed income securities, derivative instruments and deposits with credit institutions. Debt securities issued by the company shall consist at least 70% of its' value. The fund's investments are hedged to Swedish currency.

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

Performance

Global Corporates over : 31/01/2017 - 31/01/2018
  • Rank 151/167 Total Return
  • Rank 17/167 Standard Deviation
  • Rank 57/167 Max Drawdown
Fund Name Currency Return
149 Anteo Nightingale

Currency exposure is hedged

Currency exposure is hedged

EUR

3.1%

150 Wellington Global Credit Plus CHF G Acc Hdg

Currency exposure is hedged

Currency exposure is hedged

CHF

2.8%

151 Skandia Global Foretagsobligationsfond

Currency exposure is hedged

Currency exposure is hedged

SEK

2.6%

152 Danske Invest Globale Virksomhedsobligationer KL

Currency exposure is hedged

Currency exposure is hedged

DKK

2.4%

153 BankInvest Virksomhedsobligationer IG Akk A

Currency exposure is hedged

Currency exposure is hedged

DKK

2.4%

Fund Name Currency Risk
15 Storebrand Global Kreditt IG

Currency exposure is hedged

Currency exposure is hedged

NOK

1.6

16 CFS Wholesale Global Credit

Currency exposure is hedged

Currency exposure is hedged

AUD

1.6

17 Skandia Global Foretagsobligationsfond

Currency exposure is hedged

Currency exposure is hedged

SEK

1.6

18 JPM Flexible Credit A Acc USD

Currency exposure is hedged

Currency exposure is hedged

USD

1.7

18 IP All Seasons Bond A USD USD

1.7

Fund Name Currency Loss
55 SWC (LU) BF Global Corporate ATH EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-0.5%

55 Janus Henderson Global Invt Grade Bond - A$acc USD

-0.5%

57 Storebrand Global Kreditt IG

Currency exposure is hedged

Currency exposure is hedged

NOK

-0.5%

57 DCI Global Inv Grade Corp Bond A USD Ins Acc USD

-0.5%

57 Skandia Global Foretagsobligationsfond

Currency exposure is hedged

Currency exposure is hedged

SEK

-0.5%

Total Return

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
2017 3.2% 0.7% 1.4% 0.6% 0.4%
2016 4.0% 2.5% 2.5% 1.7% -2.7%
2015 -0.2% 2.7% -3.3% 0.3% 0.3%
2014 7.3% 2.5% 2.7% 0.3% 1.7%
2013 1.1% 2.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Sweden

Fund Info

  • Launch date05/06/2013
  • Share Class size932Mn
  • Base currencySEK
  • ISIN SE0005065570
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management1.00%
  • Initial investment0

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