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 1.2.2023
| Fund | 1 day | 1 month | YTD | 1 year | 3 years | 5 years | Max |
|---|---|---|---|---|---|---|---|
| Nordic Small Cap | 1,1 % | 2,0 % | 3,6 % | -26,3 % | 0,7 % | 15,6 % | 171,9 % |
| Global Aristocrats | 0,3 % | 3,3 % | 3,3 % | -3,3 % | 8,3 % | 41,7 % | 46,9 % |
Values 1.2.2023
| Fund | A-series | B-series |
|---|---|---|
| Nordic Small Cap | 164,41 | 271,94 |
| Global Aristocrats | 129,57 | 146,87 |