Oj\u00e4mn f\u00f6rvaltning trots h\u00f6g avgift<\/p>\n
Men \u00e4ven under hennes tid har vissa innehav tyngt avkastningen.<\/p>\n
\u201dSedan jag tog \u00f6ver fonden har tidigare innehav i Hexatronic<\/strong> och Embracer<\/strong> p\u00e5verkat avkastningen negativt. De finns inte l\u00e4ngre kvar i portf\u00f6ljen.\u201d<\/p>\n De fem st\u00f6rsta innehaven \u00e4r Mycronic<\/strong>, Loomis<\/strong>, Avanza<\/strong>, Nordnet<\/strong> och Wihlborgs<\/strong> Fastigheter<\/strong>.<\/p>\n I januari k\u00f6pte hon in f\u00f6rsvarsbolaget Kitron<\/strong> och minskade samtidigt innehavet i Electrolux Professional<\/strong>.<\/p>\n Fonden har i \u00e5r tappat kapital, men backat ett par procentenheter mindre \u00e4n index under de f\u00f6rsta veckorna. Sett \u00f6ver ett och tre \u00e5r har fonden d\u00e4remot inte levererat b\u00e4ttre avkastning \u00e4n index \u2013 trots den h\u00f6ga avgiften.<\/p>\n J\u00e4mf\u00f6rt med en indexfond som kostar 0,2% m\u00e5ste fonden sl\u00e5 index med minst 1,05% per \u00e5r f\u00f6r att avgiften ska vara motiverad.<\/p>\n Avgiften \u00e4r dessutom mer \u00e4n en \u00e5rlig kostnad. Pengar som tas ut kan inte v\u00e4xa vidare. Effekten f\u00f6rst\u00e4rks \u00f6ver tid genom r\u00e4nta-p\u00e5-r\u00e4nta.<\/p>\n","protected":false},"excerpt":{"rendered":"Oj\u00e4mn f\u00f6rvaltning trots h\u00f6g avgift Men \u00e4ven under hennes tid har vissa innehav tyngt avkastningen. \u201dSedan jag tog…\n","protected":false},"author":2,"featured_media":169299,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":"","_share_on_mastodon":"0"},"categories":[65],"tags":[6875,72,70,71,7026,5854,14714,3946,5905,34,31,33,15193,32,30,6196],"class_list":["post-169298","post","type-post","status-publish","format-standard","has-post-thumbnail","category-ekonomi","tag-avanza-bank-holding","tag-business","tag-economy","tag-ekonomi","tag-embracer-group","tag-hexatronic-group","tag-loomis","tag-mycronic","tag-nordnet","tag-se","tag-svenska","tag-sverige","tag-swedbank-robur-smabolagsfond-sverige-a","tag-sweden","tag-swedish","tag-wihlborgs-fastigheter"],"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@se\/116093497107008566","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/posts\/169298","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/comments?post=169298"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/posts\/169298\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/media\/169299"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/media?parent=169298"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/categories?post=169298"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/tags?post=169298"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}