Model Portfolio - Aggressive

Model portfolio Aggressive offers a ready package of funds for the investor who likes to have a globally diversified portfolio. 

Objectives

The fund is normally invested with 95-100 percent in Ancoria Insurance funds but the fund could also invest in non-Ancoria stock funds.The fund suits the investor who is willing to take an elevated risk for the possibility of a high yield. You use a long time horizon and believe that stocks are overwhelmingly the best alternative for investing.

The portfolio administrator in Ancoria Insurance manages the evaluation and re-balancing process and makes changes with help of a statistical/technical model as well as performing the final review based on fundamental analysis. Normally the re-balancing is done every three months but could sometimes be done more often.

Updated Date:2008-11-28

Fundfact
Category: Stock Fund
Risk Level:   High
Start Date:   2006-11-10
Bankgiro:  5086-9643
Plusgiro: 1 88 20-1
   
Trading:  Daily  
Purchases: 1 %
Sales: 1 %
Fundchange: 125 kr
Administration: 0 %
Withdrawals: Within 10 business days
Administrator: Ancoria Insurance
Comparative index MSCI World
Index performance year to date: - 20.73 %
   

Update Date:2008-11-28

Portforlio
Investment Funds 99.67 %
Cash and other Assets 0.33 %

Tope 10 Holdings
Ancoria Utdelningsaktier Sverige 15.06 %
Ancoria/Hq Strategy 15.03 %
Ancoria Utdelningsaktier Europa 10.53 %
Ancoria Utdelningsaktier Usa 10.32 %
Ancoria Kina 10.20 %
Ancoria/Hq Tillväxtmarknad 9.98 %
Ancoria/Hq Utland 9.83 %
Ancoria Räntekonto 9.51 %
Ancoria Ny Energi 9.21 %

Georgraphic
USA 25.21 %
Africa & Eastern Europe 7.01 %
Asia 19.98 %
Europe 44.69 %
Japan 1.11 %
Latin America 2.00 %

History
2006 4.36 %
2007 19.81 %

Startdatum for modellportfolio is 10 nov 2006