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Swedbank Eastern Europe Equity Fund EUR - E unit

Ranked 7 out of 7 in - Emerging Markets Europe 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 equity portfolio in Eastern Europe in countries that joined the European Union in 2004 as well as other countries in Eastern Europe that are to benefit from the political and economic convergence process underway in Europe. The Fund may also invest in securities of issuers outside the region if such issuers derive a significant the region’s equity markets and active stock selection within each market.

Showing fund performance in Lithuania View performance globally

Performance

Emerging Markets Europe over : 30/09/2017 - 30/09/2018

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -4.0% -17.6% -5.7%
2017 9.6% 6.1% 4.9% -3.1% 1.7%
2016 1.4% 11.0% -6.6% 0.4% -2.6%
2015 -11.1% 4.3% -3.8% -12.5% 1.3%
2014 11.5% 1.8% 7.6% -1.1% 2.9%
2013 -19.4% 0.7% -10.4% -3.1% -7.8%
2012 39.5% 19.9% -1.0% 5.7% 11.2%
2011 -31.5% -0.6% -0.5% -22.8% -10.3%
2010 20.4% 10.8% -6.3% 15.5% 0.4%
2009 41.3% -15.7% 31.5% 25.9% 1.3%
2008 -80.1% -31.4% -12.2% -30.8% -52.2%
2007 13.5% 13.1% 15.7% -3.9% -9.7%
2006 36.8% 8.6% -4.9% 11.5% 18.8%
2005 39.3% 17.2% 2.9% 17.9% -2.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date07/10/2004
  • Share Class size13Mn
  • Base currency
  • ISIN EE3600073326

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management2.00%
  • Initial investment1.50%

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