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Solidar Etisk Plus

Ranked 2201 out of 3325 in - Global over 12 months
All calculations are in USD unless stated

Managed by

Stefan Åsbrink

Dr Stefan Åsbrink has over 20 years’ experience as a senior portfolio manager at large institutions. He has, among others, worked for SEB, Skandia and DNB. Åsbrink has been chief investment officer during most of his career and has successfully led large investment teams. He graduated from the Stockholm School of Economics with a PhD in econometrics with a focus on portfolio optimisation and option valuation. He also holds a PhL (i.e. half PhD) in economics from Uppsala University with focus on top-down macro analysis. Outside of fund management he enjoys hunting, 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 : 31/08/2017 - 31/08/2018
  • Rank 2201/3325 Total Return
  • Rank 801/3325 Standard Deviation
  • Rank 2158/3325 Max Drawdown
Fund Name Currency Return
2199 Legg Mason QS MV Global Eqty Gr & Inc GA Acc EUR USD

5.9%

2199 Yorktown Capital Income Fund;A USD

5.9%

2201 Australian Ethical International Shares Fund USD

5.9%

2201 Long Term Invest Fd (SIA)-Stability A EUR USD

5.9%

2201 Solidar Etisk Plus USD

5.9%

2201 MCVM Global Brands Fonds R H-EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

5.9%

2201 Multi-Strategy Portfolio Kronos MSP Dyn I Cap USD

5.9%

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 investment0.00%

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