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Swedbank Russian Equity Fund - E-unit

Ranked 28 out of 50 in - Russia over 12 months
All calculations are in USD unless stated

Managed by

Elena Lovén

Elena Lovén hails from Moscow. Born in the mid 60’s she attended Moscow University and Stockholm School of Economics, studying Financial Economy, Marketing and Social Science. She started her career in the Financial markets in 1999 working as an Oil analyst for HQ Bank, she then became a private banker in 2000 for the same company before joining swedbank robour in 2007 as a portfolio manager. Outside of fund management Elena is a keen horse lover and enjoys show jumping as well as cross country rides.

Ene Õunmaa

Objective

The Fund invests in a diversified portfolio of Russian equities. Additionally, the Fund may invest in securities of issuers located outside Russia if such issuers derive a significant portion of their income from Russia.

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

Performance

Russia over : 31/10/2016 - 31/10/2017
  • Rank 28/50 Total Return
  • Rank 11/50 Standard Deviation
  • Rank 16/50 Max Drawdown

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 1.6% -7.4% 15.3%
2016 45.3% 10.0% 6.2% 10.7% 12.3%
2015 16.1% 22.0% 7.6% -14.1% 3.0%
2014 -54.7% -18.1% 14.3% -23.2% -37.1%
2013 12.3% -0.9% -3.8% 9.0% 8.1%
2012 18.3% 19.5% -12.8% 11.7% 1.6%
2011 -27.8% 9.4% -7.4% -30.5% 2.4%
2010 25.7% 11.4% -15.7% 13.5% 18.0%
2009 127.9% 4.5% 48.4% 27.9% 14.8%
2008 -79.8% -10.0% 6.2% -47.0% -60.0%
2007 22.3% 2.6% 0.7% 2.8% 15.1%
2006 60.9% 31.6% -10.1% 14.6% 18.7%
2005 75.1% 9.3% 1.0% 42.2% 11.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Estonia
  2. Finland
  3. Latvia
  4. Lithuania
  5. Sweden

Fund Info

  • Launch date07/10/2004
  • Share Class size17Mn
  • Base currencyEUR
  • ISIN EE3600073318

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Initial investment1.5

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