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Life Policy fund performances

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

Equity Funds

          
Ancoria Artificial Intelligence Fund09/12/2025SEK1 086,640,161,671,98 -0,52  
Ancoria Asia Consumer Fund09/12/2025SEK156,44-1,67-1,39-3,58-0,24-6,04 21,05
Ancoria Emerging Markets Equity Fund09/12/2025SEK201,57-0,96-0,57-1,277,3810,63 15,44
Ancoria Global Equity Fund EUR 09/12/2025SEK1 775,93-0,090,040,465,040,71 27,70
Ancoria/Carnegie Russia10/11/2025SEK5,03-29,70-29,70-39,92-43,14-39,93 60,47
Ancoria/Carnegie Small Cap Fund09/12/2025SEK534,18-0,440,16-0,64-3,5210,27 21,71
Ancoria/Carnegie Sweden09/12/2025SEK433,24-0,800,172,056,049,51 8,77
China09/12/2025SEK230,94-1,81-1,99-4,68-1,808,32 20,27
Europe Fund09/12/2025SEK1 604,42-0,14-0,071,444,1410,09 9,76
Global Growth09/12/2025SEK199,27-0,730,06-0,462,36-5,56 19,53
High Dividend Sweden09/12/2025SEK434,71-0,45-0,131,502,459,03 17,38
India09/12/2025SEK324,14-0,41-2,10-3,41-0,69-18,57 20,73
Japan09/12/2025SEK126,32-0,020,41-0,784,667,03 14,20
USA09/12/2025SEK590,49-0,58-0,151,175,59-1,81 33,20

Fixed Income Funds

          
Ancoria Global Bond (Euro) Fund09/12/2025SEK1 126,65-0,17-0,66-1,35-0,76-2,76 4,20
Ancoria/Carnegie Corporate Bond 09/12/2025SEK145,60-0,020,00-0,04-0,292,24 7,49

Money Market Funds

          
Money Market Fund SEK09/12/2025SEK106,390,000,030,110,351,72 3,33
Money Market Fund EUR09/12/2025SEK1 136,00-0,09-0,31-0,90-0,34-3,14 7,06
Money Market Fund GBP09/12/2025SEK1 400,48-0,050,29-0,10-0,58-6,56 13,28
Money Market Fund USD09/12/2025SEK1 127,00-0,03-0,60-1,721,25-11,92 15,66

Asset Allocation Funds

          
Savings Fund09/12/2025SEK216,77-0,33-0,060,502,252,97 10,33
Ancoria/Carnegie Strategy09/12/2025SEK266,07-0,440,231,302,546,61 9,45
Model Portfolio Aggressive09/12/2025SEK249,42-0,54-0,100,653,785,63 15,32
Ancoria Conservative Fund EUR09/12/2025SEK1 060,60-0,06-0,43-0,91-0,02-2,86 8,04
Ancoria Balanced Fund EUR09/12/2025SEK1 245,09-0,09-0,21-0,091,73-0,03 14,22
Ancoria Growth Fund EUR09/12/2025SEK1 522,22-0,12-0,030,523,061,86 19,00

Alternative Funds

          
Commodity09/12/2025SEK104,13-1,50-1,64-0,246,53-4,87 12,47
Real Estate09/12/2025SEK68,63-0,94-2,49-4,11-2,64-9,97 2,01

Structured Funds

          
Ancoria 3-Year SEK Autocall 7.2% Fund04/12/2025SEK103,10 0,250,813,763,10  
Ancoria 4-Year EUR Autocall 7.2% Fund04/12/2025SEK1 093,96 -0,190,411,14-2,15  
Ancoria 3-Year SEK Autocall 6.5% Fund04/12/2025SEK104,32 0,211,074,337,93 -3,35
Ancoria 3-Year SEK Autocall 7% Fund04/12/2025SEK105,72 0,260,824,169,29 -3,27
Ancoria 4-Year SEK Autocall 7.35% Fund09/12/2025SEK100,00 0,00  0,00  


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