Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

Swedbank Russian Equity Fund - E-unit

Ranked 4 out of 5 in - Russia over 12 months
All calculations are in EUR unless stated

Managed by

Elena Lovén

Elena Lovén hails from Moscow. Born in the mid 60’s she attended Moscow University and Stockholm School of Economics, studying Financial Economy, Marketing and Social Science. She started her career in the Financial markets in 1999 working as an Oil analyst for HQ Bank, she then became a private banker in 2000 for the same company before joining swedbank robour in 2007 as a portfolio manager. Outside of fund management Elena is a keen horse lover and enjoys show jumping as well as cross country rides.

Ene Õunmaa

Objective

The Fund invests in a diversified portfolio of Russian equities. Additionally, the Fund may invest in securities of issuers located outside Russia if such issuers derive a significant portion of their income from Russia.

Showing fund performance in Lithuania View performance globally

Performance

Russia over : 31/05/2017 - 31/05/2018
  • Rank 4/5 Total Return
  • Rank 3/5 Standard Deviation
  • Rank 4/5 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 2.9%
2017 -3.1% 0.2% -13.1% 11.2% 0.2%
2016 49.6% 4.9% 9.0% 9.4% 19.7%
2015 29.3% 37.5% 3.7% -14.2% 5.8%
2014 -48.5% -18.1% 15.1% -16.8% -34.3%
2013 7.5% 1.7% -5.0% 4.7% 6.2%
2012 16.5% 16.5% -8.5% 10.2% -0.9%
2011 -25.4% 3.4% -9.3% -24.9% 5.9%
2010 34.5% 18.1% -6.9% 1.8% 20.1%
2009 120.8% 9.4% 40.5% 22.7% 17.0%
2008 -78.7% -17.0% 6.8% -40.5% -59.6%
2007 10.3% 1.7% -0.7% -2.4% 12.0%
2006 44.0% 28.3% -14.9% 15.6% 14.0%
2005 101.7% 14.3% 8.4% 42.8% 14.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Estonia
  2. Finland
  3. Latvia
  4. Lithuania
  5. Sweden

Fund Info

  • Launch date07/10/2004
  • Share Class size16Mn
  • Base currency
  • ISIN EE3600073318

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Initial investment1.5

Related News

Emerging Europe manager drops two funds

Citywire + rated regional specialist hands over control of Eastern Europe and Russia-centric strategies, Citywire Selector has learned.

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).