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Fund performances

Category
Risk
Trade currency
Base currency
Valuation dateCurrencyUnit price1 day (%)1 week (%)1 month (%)3 months (%)YTD (%)2023 (%)

Asset Allocation Funds

          
Savings Fund23/07/2024SEK209,000,250,462,553,869,54 9,17
Ancoria/Carnegie Strategy23/07/2024SEK251,49-0,080,902,004,6510,29 11,82
Model Portfolio Balanced23/07/2024SEK205,610,220,342,875,4112,25 10,40
Model Portfolio Aggressive23/07/2024SEK232,370,240,283,065,8913,48 11,68
Ancoria Conservative Fund EUR23/07/2024SEK1 093,900,500,554,092,858,24 3,94
Ancoria Balanced Fund EUR23/07/2024SEK1 227,120,580,184,394,6912,54 7,08
Ancoria Growth Fund EUR23/07/2024SEK1 454,040,63-0,074,505,8915,78 9,97


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.