Ancoria's Financial Fund

Objectives

The objective of the fund is to generate high capital growth through the investment in financial institutions globally. The fund can also invest in money market instruments. The number of banks and financial institutions as well as the investment allocation may vary from time to time depending on market developments or new analysis.

The fund is a high risk fund that targets investors with a long investment horizon or investors that have a high risk tolerance.

Updated Date:2008-11-28

Fundfact
Category: Stock Fund
Risk Level:   High
Start Date:   2008-10-13
Bankgiro:  205-6885
Trading:  Daily  
Purchases: 1 %
Sales: 1 %
Fundchange: 125 kr
Administration: 1.5 %
Withdrawals: Within 10 business days
Administrator: Ancoria Insurance
Comparative index MSCI Financials
Index performance year to date: - 15.45 %
   

Update Date:2008-11-28

Portforlio
Cash and other Assets 7.24 %
Shares and Related Investments 92.76 %

Tope 10 Holdings
Money Market UBS 21.79 %
Hsbc Holdings Plc 8.21 %
Ubs AG 8.19 %
Nordea Bank AB 8.10 %
Se-Banken A 7.65 %
Bnp Paribas 7.14 %
Deutsche Bank Ltd 7.12 %
Banco Santander Ltd 7.11 %
Societe Generale 6.82 %
Bank Of America Corp. 6.06 %

Branching
Financial 100.00 %