Equity Funds
Our equity funds are seeking annually growing dividends. The investment philosophy brings stability and predictability to our clients' portfolios.
Funds’ annual dividend accrual
Performance of Funds 31.3.2023
| Fund | 1 day | 1 month | YTD | 1 year | 3 years | 5 years | Max |
|---|---|---|---|---|---|---|---|
| Nordic Small Cap | 2,3 % | -3,6 % | 2,9 % | -24,8 % | 43,4 % | 28,8 % | 170,0 % |
| Global Aristocrats | 1,2 % | 1,2 % | 4,0 % | -3,5 % | 33,5 % | 42,1 % | 47,9 % |
Values 31.3.2023
| Fund | A-series | B-series |
|---|---|---|
| Nordic Small Cap | 163,23 | 270,00 |
| Global Aristocrats | 130,47 | 147,88 |