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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 (%)2025 (%)

Equity Funds

          
Ancoria Artificial Intelligence Fund02/01/2026SEK1 052,99-0,21-0,11-1,48 -0,21 -3,39
Ancoria Emerging Markets Equity Fund02/01/2026SEK202,400,122,16-0,162,160,12 10,96
Ancoria Global Equity Fund EUR 02/01/2026SEK1 752,17-0,21-0,06-1,301,04-0,21 -0,43
Ancoria/Carnegie Russia10/11/2025SEK5,03-29,70-29,70-39,92-43,140,00 -39,93
Ancoria/Carnegie Small Cap Fund02/01/2026SEK542,26-0,320,841,67-3,03-0,32 12,30
Ancoria/Carnegie Sweden02/01/2026SEK441,30-0,300,692,035,74-0,30 11,88
China02/01/2026SEK227,150,280,44-3,59-9,340,28 6,24
Europe Fund02/01/2026SEK1 624,840,210,391,202,670,21 11,26
Global Growth02/01/2026SEK196,66-0,420,24-1,25-1,35-0,42 -6,40
High Dividend Sweden02/01/2026SEK441,56-0,320,611,455,03-0,32 11,10
India02/01/2026SEK323,380,40-0,04-2,330,310,40 -19,08
Japan02/01/2026SEK124,770,22-0,36-0,832,870,22 5,48
USA02/01/2026SEK579,63-0,440,07-1,99-0,06-0,44 -3,19

Fixed Income Funds

          
Ancoria Global Bond (Euro) Fund02/01/2026SEK1 116,940,00-0,26-1,52-1,600,00 -3,60
Ancoria/Carnegie Corporate Bond 02/01/2026SEK145,890,000,060,20-0,150,00 2,45

Money Market Funds

          
Money Market Fund SEK02/01/2026SEK106,490,010,030,120,320,01 1,80
Money Market Fund EUR02/01/2026SEK1 124,280,03-0,33-1,34-1,310,03 -4,17
Money Market Fund GBP02/01/2026SEK1 389,890,02-0,20-0,46-1,010,02 -7,28
Money Market Fund USD02/01/2026SEK1 107,05-0,07-0,06-2,36-0,97-0,07 -13,42

Asset Allocation Funds

          
Savings Fund02/01/2026SEK217,44-0,310,310,251,28-0,31 3,61
Ancoria/Carnegie Strategy02/01/2026SEK269,41-0,200,431,483,26-0,20 8,17
Model Portfolio Aggressive02/01/2026SEK250,54-0,190,680,342,09-0,19 6,31
Ancoria Conservative Fund EUR02/01/2026SEK1 048,20-0,07-0,39-1,59-1,51-0,07 -3,93
Ancoria Balanced Fund EUR02/01/2026SEK1 232,23-0,09-0,36-1,24-0,58-0,09 -0,98
Ancoria Growth Fund EUR02/01/2026SEK1 507,58-0,09-0,32-1,000,06-0,09 0,97

Alternative Funds

          
Real Estate02/01/2026SEK69,26-0,881,29-1,60-0,81-0,88 -8,34
Commodity02/01/2026SEK103,45-0,620,56-2,283,33-0,62 -4,90

Structured Funds

          
Ancoria 4-Year EUR Autocall 7.2% Fund31/12/2025SEK1 090,84 -0,05-0,47-0,530,00 -2,43
Ancoria 3-Year SEK Autocall 7.2% Fund31/12/2025SEK104,09 0,231,223,430,00 4,09
Ancoria 4-Year SEK Autocall 7.35% Fund31/12/2025SEK100,60 0,370,60 0,00 0,60
Ancoria 3-Year SEK Autocall 7% Fund31/12/2025SEK106,94 0,381,423,850,00 10,55


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