Carnegie AM runs 4 funds available to UK investors on Funds Benchmark, with £7.5B in combined assets under management. The book is concentrated in Equity (3 funds), Bond (1 fund). The average ongoing charge (OCF) across the range is 0.72% — typical for actively-managed UK retail share classes.
| # | Fund | 1Y | AUM | OCF |
|---|---|---|---|---|
| 1 |
Equity
Global Stock Picking Fund
LU2616735176
|
+34.0% | — | — |
| 2 |
Equity Sweden
Svenska Aktier
LU2122479368
|
+25.5% | £5.9B | — |
| 3 |
Equity Nordic
Nordic Equity Fund
LU1446761576
|
+17.5% | £1.6B | 0.72% |
| 4 |
Bond
Räntebärande Investeringar
LU1681850902
|
+2.1% | — | — |
Add any fund to a side-by-side comparison with up to 5 competitor funds.
We list 4 Carnegie AM funds available to UK investors. Not every share class is offered by every platform — check your broker's fund list before placing an order. Use the search above each fund to see its full ISIN and pricing details.
Carnegie AM's largest exposure is in Equity alongside 1 other asset class . The full breakdown by count is shown above. You can also filter the firm's funds by asset class using the buttons on the Fund Finder.
Open any Carnegie AM fund's detail page to see its quartile rank against peers in the same IA sector, cumulative and discrete performance over 1Y / 3Y / 5Y, risk metrics (volatility, Sharpe, max drawdown), and full holdings breakdown. Performance data is from FE fundinfo and refreshed monthly.
Across the Carnegie AM retail share classes we cover, the average ongoing charge (OCF) is 0.72%. Individual share classes vary — institutional and clean retail classes are typically cheaper than legacy retail classes with embedded platform fees. Each fund's detail page shows the OCF for that specific share class.
The table above lists every Carnegie AM fund we cover, sortable by AUM, 1Y / 3Y / 5Y return, and ongoing charge. The Fund Finder offers more granular filtering across multiple managers at once.