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Ancoria OnLine
Equity Fund

Global Growth

Unit price

173.52

Currency

SEK

1 month

-6.63%

1 year

-12.23%

Valuation date

16 Apr 2025

Invest now

Overview

The Ancoria Global Growth Fund is a dynamically managed equity fund which has an investment objective of achieving high long term capital growth by investing in thematic funds with a high growth potential. As an equity fund the fund mainly invests in listed equities and UCITS funds. 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 week1 month3 monthsYTD1 year3 years5 years
SEK4.94-6.63-19.52-17.76-12.23-5.2426.76
USD6.04-3.12-8.6-7.87-2.68-8.9529.75
EUR3.42-7.45-17.17-15.52-8.93-12.4224.4
Annual performance %2024202320222021202020192018
SEK19.5310.17-22.1517.821.9434.4-4.99
USD8.3215.57-32.776.8238.9329.02-13.2
EUR15.2211.2-28.5716.0526.6731.6-8.79

Key Facts

Swedish fund name

Global Tillväxt

Category

Equity Fund

Trade currency

SEK

Base currency

USD

Risk level

5

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: : 31/03/2025

Equities & Equity funds

99.37%

Cash & Cash equivalents

0.63%

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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