Ancoria/HQ Strategy
Objectives
The objective of the fund is to select those shares with the largest growth potential and to surpass the MSCI Sweden small cap ND index.
Akelius/HQ Strategy Fund, is an equity fund which invests in different countries and businesses, with a focus on Swedish shares. The fund may also invest in money market deposits and interest bearing securities.
Fondfakta
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Portforlio
| Cash and other Assets | - 0.05 % |
| HQ Strategy Fund | 100.05 % |
Tope 10 Holdings
|
Georgraphic
| Sweden | 91.90 % |
| Eastern Europe | 2.90 % |
| Europe (ex Sweden) | 5.20 % |
Branching
| Consumer staples | 15.00 % |
| Other | 8.00 % |
| Finance & real estate | 10.00 % |
| Industrial goods & services | 18.00 % |
| Swedish goverment | 32.00 % |
| Telecom operators | 9.00 % |
| Materials | 6.00 % |
| Energy | 2.00 % |
History
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