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Comparing 2 funds

Returns, costs and exposure side by side, with sources and dates below.

Carnegie Investment Bank|Carnegie Investment Bank AB

Svenska Aktier

LU2122479368 · IA1 · SEK
▲ +9.1%
6M return
Carnegie Investment Bank|Carnegie Investment Bank AB

Nordic Equity Fund

LU1446761576 · 2A · SEK
▲ +7.4%
6M return

Performance, starting at 100

GBP total return, daily prices to 21 Oct 2026. Source: FE fundinfo. Past performance is not a reliable guide to future returns.

If you had invested £10,000

What it would have become over 6M, GBP, month end to 30 Sep 2026.
 

Based on month end returns. Illustrative, before tax, not a prediction.

Country exposure

No allocation data for these funds

Not available for: Svenska Aktier, Nordic Equity Fund.

Sector exposure

No allocation data for these funds

Not available for: Svenska Aktier, Nordic Equity Fund.

AI comparison

AI assisted, not advice. Describes the data on this page.
Select Summarise differences for a short, neutral description of how these funds differ on the figures below.

Side by side

Returns in GBP, month end to 30 Sep 2026. Bold marks the highest value in the return rows, the lowest in the ongoing charge row and the largest in the fund size row.
MetricSvenska AktierNordic Equity Fund
1 year returnHighest in bold▲ +17.0%▲ +9.9%
3 year returnHighest in bold▲ +54.4%▲ +29.0%
5 year returnHighest in boldn/a▼ −7.6%
Rank among sector peers, 1 yearQuartile among representative funds in the FE sectorQ1 of 103 representative fundsQ3 of 92 representative funds
Ongoing charge (OCF)
Fund size, GBPLargest in bold£466.8M£125.4M
Volatility, 1 year
FE, as at 5 Jul 2026
13.2%12.5%
Sharpe ratio, 1 year
FE, as at 5 Jul 2026
1.300.61
Stylen/aActive
FE sectorGL Equity SwedenGL Equity Nordic
Share classIA1 · SEK2A · SEK

Source: FE fundinfo, as supplied; the date shown is when FE last updated them.