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Fund performances

Category
Risk
Trade currency
Base currency
Valuation dateCurrencyUnit price1 day (%)1 week (%)1 month (%)3 months (%)YTD (%)2025 (%)

Asset Allocation Funds

          
Savings Fund26/02/2026SEK222,310,090,682,172,381,93 3,61
Ancoria/Carnegie Strategy26/02/2026SEK279,260,131,152,474,973,45 8,17
Model Portfolio Aggressive26/02/2026SEK263,650,121,373,985,355,03 6,31
Ancoria Conservative Fund EUR26/02/2026SEK1 048,320,120,322,06-2,19-0,06 -3,93
Ancoria Balanced Fund EUR26/02/2026SEK1 241,590,000,552,33-1,080,67 -0,98
Ancoria Growth Fund EUR26/02/2026SEK1 526,29-0,070,722,50-0,321,15 0,97


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.