Catella Sverige Index A is an index fund that invests in companies listed on Nasdaq Stockholm.
The fund aims to reflect the return of the SIXRX index, which is weighted according to each company's market capitalisation. It comprises all companies listed on OMXS and is calculated including dividends. As a result, this fund is more diversified than index funds that reflect the OMXS30 and invest only in the 30 largest companies traded on Nasdaq Stockholm.
The risk and reward indicator illustrates the link between risk and potential returns from an investment in the fund. The indicator is based on how the fund’s value has changed over the past five years. Category 1 does not mean that the fund is risk free. The fund may over time move towards the left or right of the scale. This is because the indicator is based on historical data which is not a guarantee of future risk and reward. For information about the risk classification of each fund, please refer to the fund’s key investor information document.
Catella Sverige Index is an index tracker fund that invests in companies listed on the Stockholm Stock Exchange (OMXS). Unlike most other index funds, you have the potential to participate in the upswings of even small companies.
The fund is managed by Henrik Holmer and should reflect the returns of the SIXRX index. This is a broad stock index that consists of all companies listed on OMXS, and is calculated including dividends.
If you are seeking a fund with exposure to the entire Stockholm Stock Exchange, this is the fund for you. The net asset value of the fund may fluctuate considerably.