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Länsförsäkringar Bekväm Fond Potential A

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

Mgmt. fee

1.50%

Annual cost impact

1.58%

Risk

Morningstar Rating

Morningstar Rating är 4 av 5 stjärnor

Fund facts

Fund type

Equity fund

Fund assets

5,518 MSEK

ISIN

SE0006963534

Start date

14/04/2015

UCITS

Nej

Asset managers

Sebastian Hallenius, Erik Gerestrand

Break time

kl 06.00, samma bankdag

Benchmark index

NAV

266.42

Base currency

SEK

Date

18/05/2026

Purchase fee

0.00%

Sales tax

0.00%

Fees

Annual cost impact

1.58%

Mgmt. fee

1.50%

Fees and charges

1.58%

Transaction costs

0.00%

Other fees

-

Risk

Risk

Sharpe Ratio 3y

0.86

Standard deviation 3y

11.08%

Standard deviation 5y

11.94%

Tracking error 3y

3.39%

Sustainability

Sustainability as a goal

-

Promoting sustainability

Ja

Carbon footprint

57.17

Carbon footprint category

44.43

Share of fund with climate targets

-

Exclusions

The fund uses exclusion criteria for direct investments, which means that the fund does not invest directly in controversial weapons. Nor in companies with more than 5% of their revenues from tobacco production, fossil fuel exploration and extraction, coal burning or gambling. It also excludes companies that violate international conventions and do not demonstrate a willingness to change. However, as the fund invests in other funds, there may be indirect holdings in companies involved in these activities.
Picture of the author

Sebastian Hallenius

Förvaltare

Anställd sedan: 2017-08-14 Utbildning: M.Sc Industriell Ekonomi, KTH I branschen sedan: 2010

Picture of the author

Erik Gerestrand

Anställd sedan: 2014-09-15 Utbildning: M.Sc. Economics and Computer Science I branschen sedan: 2004

Länsförsäkringar Fondförvaltning AB (publ)

Organisationsnummer: 556364-2783

Styrelsens säte: Stockholm