Category: Månadskommentar

Ukraine
Monthly comment
Jonathan Furelid

Monthly Commentary – February 2023

The fund was up 2 % during the month, which is positive given that the stock market in the USA Nasdaq was down 1 % and MSCI World TR

Ukraine
Monthly comment
Jonathan Furelid

Monthly Commentary – January 2023

What a start we had to the stock market year 2023 and positive returns broadly across several asset classes. It has been a risk on and risk-taking has paid off

Ukraine
Monthly comment
Joakim Agerback

Monthly Commentary – December 2022

Happy New Year! Finserve Global Security Fund's return for 2022 was 10 % and thus achieved returns of double-digit positive returns. The fund has as thematic

Ukraine
Monthly comment
Joakim Agerback

Monthly Commentary – November 2022

The Finserve Global Security Fund lost 3.0 % in November, mainly as a result of a weaker dollar, which lost about 4.5 percent against the

Ukraine
Monthly comment
Joakim Agerback

Monthly Commentary – October 2022

Finserve Global Security Fund had its best month since inception with 12.22 % in returns for the month. The fund is now up close to 20 % too

Ukraine
Monthly comment
Jonathan Furelid

Monthly Commentary – September 2022

Finserve Global Security lost during September against the background of broad stock market declines, both in Europe and the US. However, the fund outperformed broad equity indices and benefited from its

Monthly comment
Jonathan Furelid

Monthly comment Aug 2022

Finserve Global Security is going strong in a volatile and uncertain climate and has a selective exposure that is judged to be able to withstand a decline well in relative

Monthly comment
Jonathan Furelid

Monthly comment July 2022

July was a strong month for global equity markets. The fund (R class) was up 1.5 % for the month. Inflation data has continued to come in high but the market interpreted

Ukraine
Monthly comment
Jonathan Furelid

Monthly commentary June 2022

The fund was up, 0.57% for the R-Class during the month, despite strong stock market crashes. The Stockholm OMSX30 index was down - 8.32 % and the global stock index MSCI

Ukraine
Monthly comment
Jonathan Furelid

Monthly commentary May 2022

The conflict in Ukraine continues to have a negative impact on the real economy and also threatens food supplies in the third world, which could lead to catastrophic consequences and thus