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Life Policy fund performances

Category
Risk
Trade currency
Base currency
Print
Valuation dateCurrencyUnit price1 day (%)1 week (%)1 month (%)3 months (%)YTD (%)2024 (%)

Equity Funds

          
Ancoria Artificial Intelligence Fund22/12/2025SEK1 056,100,511,413,39 -3,31  
Ancoria Asia Consumer Fund22/12/2025SEK153,530,26-0,19-0,66-5,61-7,79 21,05
Ancoria Emerging Markets Equity Fund22/12/2025SEK198,33-0,16-0,70-1,191,978,86 15,44
Ancoria Global Equity Fund EUR 22/12/2025SEK1 750,880,250,290,901,36-0,71 27,70
Ancoria/Carnegie Russia10/11/2025SEK5,03-29,70-29,70-39,92-43,14-39,93 60,47
Ancoria/Carnegie Small Cap Fund22/12/2025SEK533,11-0,24-0,161,62-5,2910,05 21,71
Ancoria/Carnegie Sweden22/12/2025SEK435,82-0,41-0,503,796,7710,16 8,77
China22/12/2025SEK228,71-0,190,28-1,75-4,957,28 20,27
Europe Fund22/12/2025SEK1 614,01-0,440,312,914,2310,74 9,76
Global Growth22/12/2025SEK195,880,30-0,320,50-0,87-7,16 19,53
High Dividend Sweden22/12/2025SEK437,890,010,293,344,709,82 17,38
India22/12/2025SEK325,30-0,391,22-3,64-1,64-18,27 20,73
Japan22/12/2025SEK124,42-0,47-1,940,341,875,42 14,20
USA22/12/2025SEK580,600,130,100,611,15-3,46 33,20

Fixed Income Funds

          
Ancoria Global Bond (Euro) Fund22/12/2025SEK1 120,52-0,20-0,04-1,43-1,71-3,29 4,20
Ancoria/Carnegie Corporate Bond 22/12/2025SEK145,830,050,070,18-0,222,40 7,49

Money Market Funds

          
Money Market Fund SEK22/12/2025SEK106,39-0,040,000,060,301,73 3,33
Money Market Fund EUR22/12/2025SEK1 128,32-0,26-0,16-1,26-1,42-3,79 7,06
Money Market Fund GBP22/12/2025SEK1 390,06-0,080,21-0,37-1,33-7,25 13,28
Money Market Fund USD22/12/2025SEK1 113,38-0,24-0,02-2,66-0,85-12,99 15,66

Asset Allocation Funds

          
Savings Fund22/12/2025SEK216,54-0,11-0,061,141,662,87 10,33
Ancoria/Carnegie Strategy22/12/2025SEK267,09-0,31-0,342,263,477,02 9,45
Model Portfolio Aggressive22/12/2025SEK248,51-0,15-0,171,342,405,25 15,32
Ancoria Conservative Fund EUR22/12/2025SEK1 051,84-0,21-0,03-1,11-1,40-3,67 8,04
Ancoria Balanced Fund EUR22/12/2025SEK1 234,61-0,070,16-0,04-0,36-0,87 14,22
Ancoria Growth Fund EUR22/12/2025SEK1 508,820,030,280,720,370,96 19,00

Alternative Funds

          
Commodity22/12/2025SEK102,690,100,21-1,934,92-6,18 12,47
Real Estate22/12/2025SEK68,46-0,57-0,40-2,50-1,80-10,19 2,01

Structured Funds

          
Ancoria 3-Year SEK Autocall 7.2% Fund18/12/2025SEK103,35 0,041,003,353,35  
Ancoria 4-Year EUR Autocall 7.2% Fund18/12/2025SEK1 093,73 0,600,070,42-2,17  
Ancoria 3-Year SEK Autocall 6.5% Fund18/12/2025SEK105,50 0,001,814,759,16 -3,35
Ancoria 3-Year SEK Autocall 7% Fund18/12/2025SEK106,00 -0,021,013,589,58 -3,27
Ancoria 4-Year SEK Autocall 7.35% Fund18/12/2025SEK99,70 -0,24  -0,30  


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