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The Savings Fund
Do you lack time or interest to follow up market news and events? Let us do the job! The Savings Fund is an extensive fund with a balanced risk profile which doesn't want to overwhelm you with daily changes of the rates of funds and shares. Ancoria follows the market's ups and downs for you and makes changes to the fund when needed.
The Savings Fund invests all over the world, with the goal of achieving a capital growth over a relatively long period, for its fund holders. The fund invests in shares, fixed interest CD's and money market accounts and has a big chunk of the shares in well developed markets such as USA, Europe, Sweden and Japan. The fund has also invested in emerging markets such as Russia, India, China and East Europe. At present the goal is to distribute the investments of the capital into 60-80 percent in funds and shares and 20-40 percent in fixed interest and money market accounts.
The Savings Fund is a diligently managed fund for those who don't want to actively follow the markets. With an annual yield of 4.82 % (2007), 8.01 % (2006) and 14.78 % (2005), the Savings Fund with its broad coverage and well balanced focus, is a good choice for long range investors.
| Fund Facts |
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| Category Risk Level Start Date Bankgiro Plusgiro Trading Withdrawals Administrator Fees Purchase Sale Administration |
Fund in Fund Low-medium 2003-12-31 5651-7352 12 72 86-3 Daily 10 business days Ancoria Insurance 1% 0% 1.5% |
