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Savings Fund

UNIT PRICE
161.74
CURRENCY
SEK
1 WEEK
  -0.09%
1 MONTH
  1.30%
VALUATION DATE
17 Nov 2017
CHANGE CURRENCY 


Objective of the fund

The fund is a global portfolio which seeks to preserve capital and generate steady, long-term capital growth.

The fund is denominated in SEK.


Investment policy/characteristics:
  • Strategic Asset Allocation: Cash & Cash Equivalents 0-15%, Fixed Income 20-40%, Equities and Equity-linked Instruments 50-80%, Alternative Investments 0-10%.
  • Target geographical exposure of equity component: 45-60% Sweden, 15-30% other developed markets and 15-30% emerging markets.
  • Invests in a globally diversified portfolio according to the strategic asset allocation with an overweight in Sweden.
  • May make tactical allocation adjustments to exploit changes in market conditions.

The fund is suitable for the investor that:
  • Would like to have global exposure and allocation between asset classes, with more concentration in Sweden.
  • Would not like to make any active investment choices.
  • 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. Investments in emerging markets may be subject to increased political, regulatory and economic instability, less developed practices, poor transparency and greater financial risks.




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.