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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 Fund07/10/2025SEK165,780,781,977,259,64-0,43 21,05
Ancoria Emerging Markets Equity Fund07/10/2025SEK198,020,001,127,129,238,68 15,44
Ancoria Global Equity Fund EUR 07/10/2025SEK1 745,660,060,943,224,91-1,01 27,70
Ancoria/Carnegie Russia30/09/2025SEK8,37-5,36-5,36-5,36-5,36-0,03 60,47
Ancoria/Carnegie Small Cap Fund07/10/2025SEK566,81-0,441,763,082,1517,00 21,71
Ancoria/Carnegie Sweden07/10/2025SEK422,360,063,543,486,366,76 8,77
China07/10/2025SEK247,70-0,450,558,0718,1116,19 20,27
Europe Fund07/10/2025SEK1 583,07-0,351,513,102,328,62 9,76
Global Growth07/10/2025SEK200,910,471,763,973,10-4,78 19,53
High Dividend Sweden07/10/2025SEK425,08-0,041,460,613,206,61 17,38
India07/10/2025SEK326,010,391,870,60-6,44-18,10 20,73
Japan07/10/2025SEK125,32-0,252,844,1210,646,18 14,20
USA07/10/2025SEK580,20-0,041,074,426,49-3,53 33,20

Fixed Income Funds

          
Ancoria Global Bond (Euro) Fund07/10/2025SEK1 133,52-0,18-0,55-0,24-1,65-2,17 4,20
Ancoria/Carnegie Corporate Bond 07/10/2025SEK146,06-0,04-0,040,060,662,57 7,49

Money Market Funds

          
Money Market Fund SEK07/10/2025SEK106,170,010,040,170,461,52 3,33
Money Market Fund EUR07/10/2025SEK1 137,79-0,20-0,56-0,30-2,22-2,99 7,06
Money Market Fund GBP07/10/2025SEK1 406,250,16-0,03-0,26-2,27-6,17 13,28
Money Market Fund USD07/10/2025SEK1 120,160,00-0,27-0,38-1,07-12,45 15,66

Asset Allocation Funds

          
Savings Fund07/10/2025SEK215,32-0,070,811,852,702,29 10,33
Ancoria/Carnegie Strategy07/10/2025SEK262,690,161,721,252,675,26 9,45
Model Portfolio Aggressive07/10/2025SEK246,61-0,071,503,154,974,44 15,32
Ancoria Conservative Fund EUR07/10/2025SEK1 064,870,04-0,140,50-0,43-2,47 8,04
Ancoria Balanced Fund EUR07/10/2025SEK1 241,91-0,070,291,761,64-0,29 14,22
Ancoria Growth Fund EUR07/10/2025SEK1 511,33-0,220,622,703,111,13 19,00

Alternative Funds

          
Commodity07/10/2025SEK101,210,611,424,052,29-7,53 12,47
Real Estate07/10/2025SEK69,79-0,23-1,33-0,38-3,35-8,45 2,01

Structured Funds

          
Ancoria 3-Year SEK Autocall 7% Fund02/10/2025SEK103,70 1,511,406,157,20 -3,27
Ancoria 3-Year SEK Autocall 7.2% Fund02/10/2025SEK101,19 1,241,185,381,19  
Ancoria 4-Year EUR Autocall 7.2% Fund02/10/2025SEK1 097,91 0,760,11 -1,80  
Ancoria 3-Year SEK Autocall 6.5% Fund02/10/2025SEK101,89 1,241,306,035,42 -3,35


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.