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Länsförsäkringar Global Index

N/a

Sparande i fonder innebär alltid en risk. Historisk avkastning är ingen garanti för framtida avkastning. De pengar som placeras i fonden kan både öka och minska i värde och det är inte säkert att du får tillbaka hela det insatta beloppet. Här kan du läsa mer om riskerna

PRIIP
Information brochure / Pre-sales information Sustainability / Fund rules
Annual Report
Semi-annual report
Sustainability reporting
Sustainability-related disclosures

Mgmt. fee

0.20%

Annual cost impact

0.22%

Risk

Morningstar Rating

Morningstar Rating är 5 av 5 stjärnor

Fund facts

Fund type

Equity fund

Fund assets

117,090 MSEK

ISIN

SE0005188836

Start date

6/11/2013

UCITS

Ja

Asset managers

Peter Svalstedt, Pontus Englund

Break time

kl 15.00 på bankdagen

Benchmark index

MSCI WORLD ex sel. sec. clim. act. 75%

NAV

501.68

Base currency

SEK

Date

8/29/2025

Purchase fee

0.00%

Sales tax

0.00%

Fund type

Equities

99.62%

Interest-bearing instruments

0.30%

Other

0.09%

Largest holdings

US

NVIDIA Corp

6.75%

US

Microsoft Corp

5.86%

US

Apple Inc

4.85%

US

Amazon.com Inc

3.47%

US

Meta Platforms Inc Class A

2.64%

Total: 966 holdings

Industries

Information technology

31.62%

Finance

16.53%

Consumer discretionary

11.11%

Communication services

9.73%

Health Care

9.67%

Style

Large mixed companies

41.25%

Large growth companies

22.13%

Large value Companies

20.87%

Mid-cap blend companies

7.06%

Mid-cap value companies

4.18%

Fees

Annual cost impact

0.22%

Mgmt. fee

0.20%

Fees and charges

0.20%

Transaction costs

0.02%

Other fees

-

Risk

Risk

Sharpe Ratio 3y

0.75

Standard deviation 3y

14.77%

Standard deviation 5y

13.97%

Tracking error 3y

2.30%

Sustainability

Sustainability as a goal

-

Promoting sustainability

Ja

Carbon footprint

65.70

Carbon footprint category

85.25

Share of fund with climate targets

-

Exclusions

Controversial weapons

Ja

Exploration and extraction of coal, oil and gas

Ja

Combustion of coal

Ja

Production of tobacco products

Ja

Gambling for money

Ja

Production of pornographic material

Ja

Companies that violate international conventions and do not show a willingness to change

Ja

Market developments

Over the past month, the fund has shown solid performance, driven by strategic positioning in growth sectors and a disciplined approach to risk management. Despite market volatility, our diversified portfolio has delivered steady returns, outpacing benchmark indices. We remain focused on long-term value creation, leveraging market opportunities while maintaining a conservative outlook on global uncertainties. The team's proactive adjustments and disciplined investment strategy continue to position the fund for sustained success in the months ahead.

Fund performance

The biggest increase in return was from TechNova Corp., where strong market performance and positive earnings results led to a significant rise in value. This growth reflects our confidence in the company’s long-term prospects. Conversely, the largest decrease in return came from GreenLeaf Industries, driven by recent underperformance and changing market conditions. We decided to reduce exposure to mitigate risk, aligning with our strategy to focus on more promising opportunities for future growth.

Picture of the author

Peter Svalstedt

Förvaltare

Anställd sedan: 2022-04-19 Utbildning: M.Sc. Business Administration I branschen sedan: 1998

Picture of the author

Pontus Englund

Förvaltare

Anställd sedan: 2018-09-03 Utbildning: M.Sc. Economics I branschen sedan: 1998

Länsförsäkringar Fondförvaltning AB (publ)

Organisationsnummer: 556364-2783

Styrelsens säte: Stockholm