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Ancoria OnLine
Equity Fund

Global Growth

Unit price

170.57

Currency

SEK

1 week

-0.46%

1 month

-5.86%

Valuation date

03 Oct 2023

Invest now

Overview

The fund aims to achieve long-term capital growth by investing in sectors with high growth potential. Such sectors include but are not limited to alternative energy, water, infrastructure and bio-technology. The fund has a flexible investment philosophy with regards to sector, market and geographical allocation. The fund is denominated in SEK.


  • have knowledge and experience in investing in equity markets
  • are looking for significant capital appreciation
  • can accept significant fluctuations in the value of their investment and the possibility to bear significant loss of capital
  • have a long-term investment horizon

Performance

-

Past performance is no guarantee of future performance. Performance data provided is based upon NAV net of management fees. Performance figures are presented in the currencies available for trading in the Fund and they have been converted where relevant, from the Fund's base currency. Investors should be aware of the impact of exchange rate fluctuations in the NAV of the Fund. Any additional charges that may apply from time to time are excluded from the calculation.

 

Total Performance %1 month3 months6 monthsYTD1 year3 years5 years
SEK-5.86-5.931.646.453.825.436.07
USD-6.9-8.58-4.280.693.9-14.8410.49
EUR-3.48-4.61-1.262.46-2.82-4.7222.26
Annual performance %2022202120202019201820172016
SEK-22.1517.821.9434.4-4.9910.513.04
USD-32.776.8238.9329.02-13.222.58-4.76
EUR-28.5716.0526.6731.6-8.797.34-0.94

Key Facts

Swedish fund name

Global Tillväxt

Category

Equity Fund

Trade currency

SEK

Base currency

USD

Risk level

6

Fund start date

18/02/2008

Initial unit price

100 SEK / 10.6128 EUR

Minimum payment amount

-

Fund manager

Ancoria Insurance Public Ltd

Trade

Daily

Surrender

Within 10 days

Management fee

1.50 %

Portfolio

Last updated: : 29/09/2023

Equities & Equity funds

99.19%

Cash & Cash equivalents

0.81%

Documents


Risk information

Investment return and principal value may go down as well as up and could result in a significant loss of the capital invested. Past performance should not be used as an indication or guarantee of future performance. Movements in currency exchange rates can adversely affect the return of the fund. Investments in emerging markets may be subject to increased political, regulatory and economic instability, less developed practices, poor transparency and greater financial risks.

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The project was submitted under the Digital Transformation for Business Program and is co-funded by the European Regional Development Fund and the Republic of Cyprus.