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Sparinvest Momentum Aktier Akk KL

Ranked 287 out of 3304 in - Global over 12 months
All calculations are in USD unless stated

Managed by

Lars Toft Jensen

Lars Toft Jensen joined Sparinvest in 2007 where he currently works as a portfolio manager. He manages two equity funds Sparinvest Momentum Aktier and Sparinvest Momentum Aktier Akk, he also runs institutional mandates. He uses a momentum focused investment approach accross al his mandates. He earned a BSc in economics and business administration from Aarhus School of Business and MSc in economics and business administration from Copenhagen Business School in Denmark. Away from work he enjoys windsurfing, cycling and hunting.

Jacob Loiborg

Jacob Loiborg is a chief portfolio manager at Sparinvest based in Copenhagen. He joined the firm in 2007 and prior to this, has was a senior account and risk manager at PFA Pension. Jacob graduated from the Copenhagen Business School and outside of work he enjoys playing bridge and lists golf and soccer among his interests.

Objective

The fund invests in equities from around the world. The Fund will always invest at least 90% of its assets in listed equities (shares admitted to trading on a regulated market) and can place up to 10% of its assets in unlisted shares.

Performance

Global over : 30/06/2017 - 30/06/2018
  • Rank 287/3304 Total Return
  • Rank 2766/3304 Standard Deviation
  • Rank 1660/3304 Max Drawdown

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -1.6% 2.6%
2017 24.0% 6.1% 2.5% 7.9% 5.7%
2016 3.7% -2.3% 1.2% 5.3% -0.4%
2015 2.1% 3.7% -0.3% -5.3% 4.2%
2014 0.6% 0.3% 4.3% -4.1% 0.4%
2013 32.2% 12.0% 0.1% 9.4% 7.9%
2012 13.9% 14.9% -4.4% 4.9% -1.0%
2011 -9.7% 5.8% 2.0% -21.4% 6.5%
2010 -0.5% -3.7% -15.4% 19.9% 1.9%
2009 32.0% -16.7% 26.1% 21.3% 3.6%
2008 -47.3% -4.6% -8.0% -20.8% -24.2%
2007 11.9% 0.9% 5.1% 4.1% 1.4%
2006 35.1% 12.1% 2.0% 6.5% 11.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Denmark

Fund Info

  • Launch date10/11/2005
  • Share Class size92Mn
  • Base currencyDKK
  • ISIN DK0060012896

Purchase Info

  • Min. initial investment100
  • Min. regular additional investment0

Charges

  • Annual management1.85%

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