AP7 Equity Fund
The AP7 Equity Fund is a high-risk global equity fund in which annual returns can vary sharply. Projected long-term returns are nevertheless significantly higher than for a fixed income fund. It is impossible to combine low risk with high returns.
Facts
Start
2010-05-21
Total assets (31 november 2018)
SEK 418,8 billion
Index (default level)
MSCI ACWI 125 % SEK
Management fee per year
0,09%
Deposit
None
Withdrawal fee
None
Performance-based fee
None
Yearly fee
0.13%
Normanbelopp
SEK 1524
Morningstar Category™
Global, mix bolag
Risk profile
1 2 3 4 5 6 7
Holdings
Industry distribution according to our portfolio, listed companies.
Regional distribution according to our portfolio, listed companies.
North America 51.9%
Europe 22.1%
Asia exclusive Japan 12%
Japan 8.3%
Australia & New Zeeland 2.3%
Africa & the middle east 1.6%
South & Central America 1.8%