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Carnegie Fonder

Q: Where can I see Carnegie Fonder's top-performing funds?

Use the Funds Benchmark Fund Finder filtered by manager to see every Carnegie Fonder fund sortable by AUM, 1Y / 3Y / 5Y return, and ongoing charge.

7 funds on Funds Benchmark · £99.9B combined AUM

Fund Manager

Carnegie Fonder runs 7 funds available to UK investors on Funds Benchmark, with £99.9B in combined assets under management. The book is concentrated in Equity (3 funds), Bond (3 funds), Multi-Asset (1 fund). The average ongoing charge (OCF) across the range is 0.01% — competitive for actively-managed funds.

Funds

Total AUM

£99.9B

Avg 1Y Return

+8.7%

Avg OCF

0.01%

Asset Classes

All Carnegie Fonder Funds

In Fund Finder ›

#	Fund	1Y	AUM	OCF
1	Equity Sweden Carnegie Sverigefond SE0000429789	+22.0%	£39.6B	0.01%
2	Equity Sweden Carnegie Småbolagsfond SE0004392025	+18.9%	£9.4B	0.02%
3	Multi-Asset Nordic Carnegie Strategifond SE0000429813	+11.8%	£26.8B	0.02%
4	Bond Nordic Carnegie Corporate Bond LU0075898915	+7.0%	£10.0B	0.01%
5	Bond Sweden Carnegie Likviditetsfond SE0000429854	+5.9%	£9.2B	0.00%
6	Bond Nordic Carnegie Investment Grade SE0013888252	+5.5%	£2.9B	0.01%
7	Equity India Carnegie Indienfond SE0001209834	-9.9%	£2.0B	0.02%

Asset Class Mix

Equity

Bond

Multi-Asset

Top Categories

Sweden

Nordic

India

Carnegie Fonder funds on Funds Benchmark

Carnegie Fonder has 7 funds covered by Funds Benchmark across Equity, Bond, Multi-Asset.

Carnegie Sverigefond (SE0000429789, 1-year return: +22.0%, AUM: £39.6B)
Carnegie Småbolagsfond (SE0004392025, 1-year return: +18.9%, AUM: £9.4B)
Carnegie Strategifond (SE0000429813, 1-year return: +11.8%, AUM: £26.8B)
Carnegie Corporate Bond (LU0075898915, 1-year return: +7.0%, AUM: £10.0B)
Carnegie Likviditetsfond (SE0000429854, 1-year return: +5.9%, AUM: £9.2B)
Carnegie Investment Grade (SE0013888252, 1-year return: +5.5%, AUM: £2.9B)
Carnegie Indienfond (SE0001209834, 1-year return: -9.9%, AUM: £2.0B)

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About Carnegie Fonder

How many Carnegie Fonder funds can I buy through a UK platform?

We list 7 Carnegie Fonder 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.

What asset classes does Carnegie Fonder cover?

Carnegie Fonder's largest exposure is in Equity alongside 2 other asset classes . 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.

How are Carnegie Fonder funds rated against peers?

Open any Carnegie Fonder 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.

What's the average fee on Carnegie Fonder funds?

Across the Carnegie Fonder retail share classes we cover, the average ongoing charge (OCF) is 0.01%. 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.

Where can I see Carnegie Fonder's top-performing funds?

The table above lists every Carnegie Fonder 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.