SEB Active 55 aims to create long term capital growth by surpassing its benchmark index. The fund manager uses analysis and selection to make active investment decisions. The fund provides global exposure to equities, interest-bearing securities, and alternative investments. The fund manager aims to create as good a return as possible by actively allotting among the asset classes. Of the fund's total portfolio, 40% to 70% is invested in equities.
| Rendimento annuo | 1 anno | 3 anni | 5 anni | Inizio | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|---|---|---|
| Rendimento annuo: Fondo | 1 anno: 7,50 | 3 anni: 5,69 | 5 anni: - | Inizio: 1,95 | 2025: 0,40 | 2024: 12,58 | 2023: 11,90 | 2022: -15,65 | 2021: - |
| Rendimento annuo: Categoria | 1 anno: 4,24 | 3 anni: 4,35 | 5 anni: 7,02 | Inizio: - | 2025: -2,13 | 2024: 11,25 | 2023: 10,80 | 2022: -12,51 | 2021: 13,66 |
| Rendimento annuo: Percentile | 1 anno: 11,00 | 3 anni: 8,00 | 5 anni: - | Inizio:- | 2025: 55,00 | 2024: 12,00 | 2023: 29,00 | 2022: 19,00 | 2021: - |
| Rischio | Volatilità | Sharpe Ratio | Correlazione | Beta | Alfa | Tracking error | Info Ratio |
|---|---|---|---|---|---|---|---|
| Rischio: 3 anni | 1 Volatilità: 9,66 | 3 Sharpe Ratio: 0,59 | 5 Correlazione: - | Beta: - | Alfa: - | Tracking error: - | Info Ratio: - |
Fonte: Morningstar.
Dati in euros.
Categoria: SEK Moderate Allocation. Data: 2025-03-14
Fonte: Morningstar.
Dati in euros.
Categoria: SEK Moderate Allocation. Data: 2025-03-14