Ancoria Stock Dividend Sweden
Objectives
The objective of the fund is to invest in large Swedish companies with high dividends. This strategy is expected to give a good yield when the market as a whole goes up or dampen the decline when the market goes down.The fund may even invest in companies which are expected to redeem shares when conditions are beneficial. The registration is done in Swedish Crowns.
The fund has, since its introduction 2005-05-01, surpassed the OMX index.
Fundfact
|
|
Portforlio
| Cash and other Assets | 0.77 % |
| Shares and Related Investments | 99.23 % |
Tope 10 Holdings
|
Georgraphic
| Sweden | 100.00 % |
Branching
| Consumer goods | 6.17 % |
| Telecom operators | 5.95 % |
| Materials | 10.67 % |
| Industrials | 42.86 % |
| Financial | 34.35 % |
History
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