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Solidar Etisk Plus

Ranked 2442 out of 3304 in - Global over 12 months
All calculations are in USD unless stated

Managed by

Stefan Åsbrink

Dr Stefan Åsbrink has over 16 years’ experience as a senior portfolio manager. He has been working for Solidar since late 2015. Prior to this was at Monyx where he worked with global asset allocation and regional equities. Before, he was a CIO at Valbay International SA. He graduated from the Stockholm School of Economics with a PhD in Econometrics with a focus on portfolio optimisation, option valuation and top-down macro analysis and outside of fund management he enjoys shooting, skiing, music and wine.

Anders Nordbrandt

Lars Warolin

Objective

This is a feeder fund that invests at least 85% of it's assets in it's vehicle. This vehicle is registered in Sweden under the UCITS IV Directive. Receiver Fund normally invests 100% of assets in equities with a good spread of regions, countries and sectors. It can use actively various leverage techniques to adjust the exposure to shares from 25 and 200%.

Performance

Global over : 30/06/2017 - 30/06/2018
  • Rank 2442/3304 Total Return
  • Rank 697/3304 Standard Deviation
  • Rank 2197/3304 Max Drawdown

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -3.0% -1.5%
2017 19.3% 5.3% 3.4% 4.4% 4.9%
2016 3.0% -1.1% -0.2% 3.9% 0.4%
2015 -2.6% 1.6% -1.0% -8.8% 6.2%
2014 2.9% 0.6% 4.0% -2.4% 0.7%
2013 27.8% 11.3% -0.6% 7.9% 7.0%
2012 5.2% 1.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Sweden

Fund Info

  • Launch date09/05/2012
  • Base currencySEK
  • ISIN SE0004607935

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management0.30%
  • Initial investment0

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).