This fund suits those that want to invest in small- and medium-sized companies listed on the Swedish and other Nordic equity markets
All companies start out as small enterprises, where some have the potential to realize strong growth over time. Historically smaller companies have outperformed the overall market. One reason for this is that many smaller companies have had the skills to achieve growth, often through international expansion. Johan Ståhl, the fund’s portfolio manager, elaborates, "As a portfolio manager it is up to us to find these growth opportunities. Take for example Assa Abloy that in 1995 had a market capitalization of 1 billion Swedish kronor and that now, in 2015, is valued at over 100 billion Swedish kronor. H&M was also a small company from the start. For this reason a small-cap fund is always a favourable component of a savings portfolio."
Lannebo Småbolag is an actively managed equity fund that invests in small and medium-sized enterprises in the Nordic region, primarily in Sweden. Investments should have a market capitalization not exceeding 1 per cent of the Swedish stock market's total market capitalization at the time of investment.
Focus is placed on each of the fund’s individual investments and their corresponding potential for growth. We strive to avoid being distracted by elements affecting the share price short-term. This leads to investments in quality companies, where we can have a knowledgeable opinion about their future growth potential, and where a company’s valuation is adequately attractive. The goal is that the fund, while taking a balanced approach to risk, should provide a better return than similar funds.
The fund is suitable for those who
• want an actively managed fund where investments are based on a clear understanding of each individual company
The fund is available in two share classes, SEK and EUR.
Minimum investment in the EUR share class is 100 Euro.
- Previous Day
- Start of the year
- Since start
- Inception date
- Starting price
- 100,00 EUR
- Fixed fee
Share class: EUR