Case Avkastningsfond
SE0000577280 · SEK
▼ −5.7%
6M return
← Edit selection
Comparing 2 funds
Returns, costs and exposure side by side, with sources and dates below.
Case Credit Opportunity
SE0002949784 · A retail · SEK
▼ −2.1%
6M return
Performance, starting at 100
GBP total return, daily prices to 21 Sep 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.
Based on month end returns. Illustrative, before tax, not a prediction.
Country exposure
No allocation data for these funds
Not available for: Case Avkastningsfond, Case Credit Opportunity.
Sector exposure
No allocation data for these funds
Not available for: Case Avkastningsfond, Case Credit Opportunity.
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. Bold marks the highest value in the return rows, the lowest in the ongoing charge row and the largest in the fund size row.
| Metric | Case Avkastningsfond | Case Credit Opportunity |
|---|---|---|
| 1 year returnHighest in bold | ▲ +0.6% | ▼ −2.2% |
| 3 year returnHighest in bold | ▲ +21.3% | ▲ +18.3% |
| 5 year returnHighest in bold | ▲ +2.1% | ▲ +4.9% |
| Rank among sector peers, 1 yearQuartile among representative funds in the FE sector | Q1 of 11 representative funds | Q1 of 7 representative funds |
| Ongoing charge (OCF) | ||
| Fund size, GBPLargest in bold | £135.6M | £113.2M |
| Volatility, 1 year FE, as at 30 Jun 2026 | 0.6% | 1.9% |
| Sharpe ratio, 1 year FE, as at 30 Jun 2026 | 0.00 | 0.00 |
| Style | Active | Active |
| FE sector | GL Bond Aggregate MT SEK | GL Bond Aggregate High Yield FD SEK |
| Share class | SEK | A retail · SEK |
Source: FE fundinfo, as supplied; the date shown is when FE last updated them.