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Ancoria/Carnegie Small Cap Fund

UNIT PRICE
262.88
CURRENCY
SEK
1 WEEK
  -0.27%
1 MONTH
  -1.48%
VALUATION DATE
20 Sep 2017
CHANGE CURRENCY 


Objective of the fund

The fund aims to generate long-term capital growth by investing primarily in Swedish small cap equities. It may also allocate a small percentage to other Nordic countries. The fund is actively managed and consists of a selection of 20-30 equities. It may invest in ETFs, funds, listed securities as well as money market instruments and derivatives.

The fund is denominated in SEK.


Investment policy/characteristics:
  • Strategic Asset Allocation: 100% in equities and equity-linked instruments.
  • May tactically invest in money market instruments and derivatives up to a limited extent.
  • Invests in Swedish companies but may allocate a small percentage of its assets in other Nordic countries.

The fund is suitable for the investor that:
  • Believes in the long-term upside potential of the Swedish small caps.
  • Wants to gain access to the Swedish small company segment.
  • Is willing to take higher risk in exchange for the possibility of higher returns.
  • Has a long-term investment horizon of at least five years.

Risk information

Investment return and principal value may go down as well as up and could result in a significant loss of the capital invested. Past performance should not be used as an indication or guarantee of future performance. Movements in currency exchange rates can adversely affect the return of the fund.




ABOUT US
Ancoria is an established Insurance Company, founded in 1987. The Company services the saving and investment requirements of an extensive list of international clients by specialising in customised and carefully designed Life Insurance Policies that are underpinned by investment opportunities in a wide range of funds, structured products and equity trading.
CONTACT US
Customer service
Phone: +357 22 551 300
Fax: +357 22 498 592
Sweden Toll-Free Number:
0200 110 130
Ancoria Insurance
P.O. Box 23415
1683 Nicosia
Cyprus

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SOCIAL RESPONSIBILITY
At Ancoria, we believe in investing in children and their education as they are the future of this world. We thus aim to use our strength as a company to provide opportunities to gifted students from disadvantaged backgrounds.