Sv\u00e5rt att sl\u00e5<\/p>\n
En teoretisk investering p\u00e5 100 000 kr i SEB Sverige Indexn\u00e4ra A <\/strong>f\u00f6r 10 \u00e5r sedan hade idag varit v\u00e4rd 281 000 kr. <\/p>\n Snittavkastningen bland fonderna \u00e4r 165%, vilket skulle inneb\u00e4ra att samma investering i snittfonden skulle vara v\u00e4rd 265 000 kr idag.<\/p>\n Granskningen visar hur sv\u00e5rt det varit f\u00f6r aktiva Sverigefonder att \u00f6vertr\u00e4ffa en bred svensk indexfond under perioden.<\/p>\n V\u00e4rt att notera \u00e4r att flera fonder i urvalet \u00e4r sm\u00e5bolagsfonder. Svenska sm\u00e5bolag har underpresterat storbolagen som grupp sedan 2022, vilket drar ner flera av fondernas tiotalssiffror.<\/p>\n K\u00e4lla: Morningstar
Urval: Aktivt f\u00f6rvaltade long-only-fonder med ackumulerad utdelning.
\u00d6ver 85% av fondernas placeringar m\u00e5ste vara i svenska aktier.
Om fonden inte funnits i mer \u00e4n 10 \u00e5r har den exkluderats.
Fonder som st\u00e4ngts ner under tiden har exkluderats.
*Spiltan Aktiefond Investmentbolag marknadsf\u00f6r sig som passivt f\u00f6rvaltad. Men enligt fondens faktablad f\u00f6rvaltas den aktivt p\u00e5 diskretion\u00e4r bas och f\u00f6rs\u00f6ker inte replikera n\u00e5got index.<\/p>\n","protected":false},"excerpt":{"rendered":"Sv\u00e5rt att sl\u00e5 En teoretisk investering p\u00e5 100 000 kr i SEB Sverige Indexn\u00e4ra A f\u00f6r 10 \u00e5r…\n","protected":false},"author":2,"featured_media":314000,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":"","_share_on_mastodon":"0"},"categories":[65],"tags":[31770,14790,16259,31773,72,31775,6299,31768,31774,31778,16261,70,71,17873,31779,31771,31760,31762,31767,31764,13216,31758,16263,31769,31757,31763,31777,31761,34,31756,31759,31766,31772,11694,31765,14794,31,33,15193,31776,32,30],"class_list":["post-313999","post","type-post","status-publish","format-standard","has-post-thumbnail","category-ekonomi","tag-aktie-ansvar-sverige-a","tag-aktiefonder","tag-amf-aktiefond-smabolag","tag-amf-aktiefond-sverige","tag-business","tag-c-worldwide-sweden-1a","tag-carnegie-sverigefond-a","tag-cliens-sverige-a","tag-cliens-sverige-fokus-a","tag-dg-aktiefond","tag-dg-smabolag","tag-economy","tag-ekonomi","tag-folksam","tag-handelsbanken-svenska-smabolag-a1-sek","tag-handelsbanken-sverige-a1-sek","tag-handelsbanken-sverige-selektiv","tag-humle-smabolagsfond-a","tag-humle-sverigefond","tag-indecap-sverige-c","tag-indexfonder","tag-lancelot-sverige-b","tag-lannebo-smabolag","tag-lansforsakringar-smabolag-sverige-vis-a","tag-lansforsakringar-sverige-index","tag-nordea-smabolagsfond-sverige","tag-pareto-sverige","tag-priornilsson-sverige-aktiv-a","tag-se","tag-seb-sverige-indexnara-a","tag-seb-sverigefond-smabolag-cu002fr","tag-simplicity-sverige","tag-skandia-smabolag-sverige","tag-spiltan-aktiefond-investmentbolag","tag-spiltan-aktiefond-smaland","tag-spiltan-smabolagsfond","tag-svenska","tag-sverige","tag-swedbank-robur-smabolagsfond-sverige-a","tag-swedbank-robur-sverige-a","tag-sweden","tag-swedish"],"share_on_mastodon":{"url":"","error":"Validation failed: Text character limit of 500 exceeded"},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/posts\/313999","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=313999"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/posts\/313999\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/media\/314000"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/media?parent=313999"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/categories?post=313999"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/tags?post=313999"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}