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Life Policy fund performances

Category
Risk
Trade currency
Base currency
Valuation dateCurrencyUnit price1 day (%)1 week (%)1 month (%)3 months (%)YTD (%)2024 (%)

Equity Funds

          
Ancoria Asia Consumer Fund19/05/2025SEK148,81-1,79-1,868,62-10,70-10,63 21,05
Ancoria Emerging Markets Equity Fund19/05/2025SEK174,89-1,170,1711,10-6,24-4,01 15,44
Ancoria Global Equity Fund EUR 19/05/2025SEK1 615,300,281,8110,32-9,64-8,40 27,70
Ancoria/Carnegie Russia31/03/2025SEK8,845,505,505,505,505,50 60,47
Ancoria/Carnegie Small Cap Fund19/05/2025SEK534,91-0,31-0,198,180,6310,42 21,71
Ancoria/Carnegie Sweden19/05/2025SEK407,89-0,140,498,47-4,393,10 8,77
China19/05/2025SEK210,12-0,70-1,769,33-8,91-1,44 20,27
Europe Fund19/05/2025SEK1 510,760,601,356,76-2,463,66 9,76
Global Growth19/05/2025SEK190,91-0,532,6413,14-11,53-9,52 19,53
High Dividend Sweden19/05/2025SEK412,62-0,370,796,39-4,413,49 17,38
India19/05/2025SEK347,90-0,800,685,16-0,07-12,60 20,73
Japan19/05/2025SEK112,56-0,770,426,96-5,31-4,63 14,20
USA19/05/2025SEK527,49-0,761,3013,69-12,95-12,29 33,20

Fixed Income Funds

          
Ancoria Global Bond (Euro) Fund19/05/2025SEK1 107,980,320,43-1,75-2,26-4,37 4,20
Ancoria/Carnegie Corporate Bond 19/05/2025SEK143,600,060,290,980,220,84 7,49
Ancoria Emerging Markets Debt Fund19/05/2025SEK148,74-0,97-0,652,10-9,34-10,53 16,62

Money Market Funds

          
Money Market Fund SEK19/05/2025SEK105,300,020,050,250,340,68 3,33
Money Market Fund EUR19/05/2025SEK1 125,840,460,15-1,68-1,96-4,01 7,06
Money Market Fund GBP19/05/2025SEK1 427,040,480,670,71-3,05-4,79 13,28
Money Market Fund USD19/05/2025SEK1 149,570,630,570,08-7,95-10,16 15,66

Asset Allocation Funds

          
Savings Fund19/05/2025SEK207,59-0,230,414,43-3,84-1,39 10,33
Ancoria/Carnegie Strategy19/05/2025SEK257,910,030,345,58-1,493,34 9,45
Model Portfolio Aggressive19/05/2025SEK232,55-0,500,518,17-5,40-1,51 15,32
Ancoria Conservative Fund EUR19/05/2025SEK1 032,140,14-0,010,22-3,78-5,47 8,04
Ancoria Balanced Fund EUR19/05/2025SEK1 173,720,160,463,56-5,17-5,76 14,22
Ancoria Growth Fund EUR19/05/2025SEK1 404,510,210,856,06-6,22-6,02 19,00

Alternative Funds

          
Commodity19/05/2025SEK98,85-1,50-2,04-0,29-14,12-9,69 12,47
Real Estate19/05/2025SEK71,25-0,390,173,83-5,22-6,54 2,01

Structured Funds

          
Ancoria 3-Year SEK Autocall 6.5% Fund15/05/2025SEK96,87 2,508,56-2,960,23 -3,35
Ancoria 3-Year SEK Autocall 7% Fund15/05/2025SEK99,58 3,0310,28-1,732,94 -3,27
Ancoria 3-Year SEK Autocall 7.2% Fund15/05/2025SEK97,02 2,187,80 -2,98  
Ancoria 4-Year EUR Autocall 7.25% Fund15/05/2025SEK1 130,06 1,157,29-1,940,75 0,11


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.