Cookie Preferences
Our website uses necessary cookies and analytical cookies in accordance with our Cookie Policy You can agree or refuse analytical cookies below. You can change your preferences again at any time by clicking ‘Cookie Preferences’ at the bottom of any page.
Necessary cookies enable core website functionality, including security and accessibility. Without them we cannot guarantee the effective operation of our website, so they have been pre-selected as compulsory cookies.
Analytical cookies help us improve our website by collecting information on how you use it. The cookies collect information in a way that does not directly identify you.
Our website uses necessary cookies and analytical cookies in accordance with our Cookie Policy. You can agree or refuse analytical cookies below. You can also change your preferences at any time by clicking ‘Cookie Preferences’ at the bottom of any page.
Ancoria OnLine

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 Fund08/12/2025SEK1 084,890,092,391,82 -0,68  
Ancoria Asia Consumer Fund08/12/2025SEK159,09-0,150,75-1,952,23-4,45 21,05
Ancoria Emerging Markets Equity Fund08/12/2025SEK203,52-0,500,77-0,319,6511,70 15,44
Ancoria Global Equity Fund EUR 08/12/2025SEK1 777,48-0,350,310,555,590,80 27,70
Ancoria/Carnegie Russia10/11/2025SEK5,03-29,70-29,70-39,92-43,14-39,93 60,47
Ancoria/Carnegie Small Cap Fund08/12/2025SEK536,56-0,12-0,03-0,20-2,3410,76 21,71
Ancoria/Carnegie Sweden08/12/2025SEK436,72-0,500,882,887,1510,39 8,77
China08/12/2025SEK235,20-0,53-0,83-2,922,2810,32 20,27
Europe Fund08/12/2025SEK1 606,68-0,330,391,584,4910,24 9,76
Global Growth08/12/2025SEK200,740,420,430,273,71-4,86 19,53
High Dividend Sweden08/12/2025SEK436,66-0,44-0,131,952,889,51 17,38
India08/12/2025SEK325,48-1,35-2,35-3,00-0,16-18,23 20,73
Japan08/12/2025SEK126,35-0,701,01-0,763,717,05 14,20
USA08/12/2025SEK593,95-0,020,531,776,87-1,24 33,20

Fixed Income Funds

          
Ancoria Global Bond (Euro) Fund08/12/2025SEK1 128,54-0,34-0,41-1,19-0,50-2,60 4,20
Ancoria/Carnegie Corporate Bond 08/12/2025SEK145,620,000,01-0,03-0,282,26 7,49

Money Market Funds

          
Money Market Fund SEK08/12/2025SEK106,390,010,030,110,361,72 3,33
Money Market Fund EUR08/12/2025SEK1 137,04-0,24-0,19-0,81-0,07-3,05 7,06
Money Market Fund GBP08/12/2025SEK1 401,23-0,260,20-0,05-0,31-6,51 13,28
Money Market Fund USD08/12/2025SEK1 127,35-0,21-0,63-1,690,93-11,89 15,66

Asset Allocation Funds

          
Savings Fund08/12/2025SEK217,48-0,200,220,832,803,31 10,33
Ancoria/Carnegie Strategy08/12/2025SEK267,25-0,360,581,753,157,08 9,45
Model Portfolio Aggressive08/12/2025SEK250,77-0,290,371,194,746,20 15,32
Ancoria Conservative Fund EUR08/12/2025SEK1 061,25-0,39-0,32-0,850,24-2,80 8,04
Ancoria Balanced Fund EUR08/12/2025SEK1 246,25-0,36-0,080,002,040,06 14,22
Ancoria Growth Fund EUR08/12/2025SEK1 524,03-0,310,120,643,411,98 19,00

Alternative Funds

          
Commodity08/12/2025SEK105,71-0,180,241,278,87-3,43 12,47
Real Estate08/12/2025SEK69,28-1,22-1,78-3,21-1,61-9,11 2,01

Structured Funds

          
Ancoria 3-Year SEK Autocall 7.2% Fund04/12/2025SEK103,10 0,250,813,763,10  
Ancoria 4-Year EUR Autocall 7.2% Fund04/12/2025SEK1 093,96 -0,190,411,14-2,15  
Ancoria 3-Year SEK Autocall 6.5% Fund04/12/2025SEK104,32 0,211,074,337,93 -3,35
Ancoria 3-Year SEK Autocall 7% Fund04/12/2025SEK105,72 0,260,824,169,29 -3,27


Customer Service
Quick Links
Copyright © 2025 Ancoria Insurance
The project was submitted under the Digital Transformation for Business Program and is co-funded by the European Regional Development Fund and the Republic of Cyprus.