InvestWiser

Catella Avkastning

FundSwedenTraded in SEKSE0000577280
148.14SEK 0.0%
last day · Price as of 14 October 2026

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Past year against the exchange and Super Stock
Catella Avkastning+2.1%Stockholm (OMXSPI)+13.4%Super Stock+59.1%
13 October 202514 October 2026
All start at 0 % a year ago, with dividends. Super Stock is our model portfolio: the 20 highest-ranked Nordic stocks on quality, value and trend.

In short

  • Catella Avkastning has risen 2.1% over the past year, including dividends.
  • The trend over the past year is better than 24% of funds and ETFs.
  • The largest fall over the past three years was 1.3%. The price is at its peak now.

Quality, value and trend

Quality is about the company, value about the price you pay, and trend about the share price. Each pillar shows the numbers it is built on. Quality and value come from the shares the fund owns. We cannot see this fund's holdings yet, so here are its trend and risk.

Quality–
The company · Fundamentals: the accounts
  • Debt to equityBorrowings divided by equity–
  • Asset turnoverSales divided by everything the company owns–
  • Return on equityProfit divided by equity–
  • Cash conversionOperating cash flow divided by profit–

The ranking is built on equity ratio, ROA and how steadily profit grows.

Value–
The price · Valuation: the multiples
  • P/BPrice divided by equity–
  • P/SPrice divided by sales–
  • P/EPrice divided by earnings–
  • P/CFPrice divided by operating cash flow–

The ranking is built on P/E, P/B and P/S.

Trend24
The share price · Technical: the price trend
  • 3 months+0.4%
  • 6 months+1.2%
  • 9 months+1.6%
  • 12 months+2.1%

The ranking is built on 3, 6 and 12–1 months.

Return and risk

1 month
+0.1%
3 years, per year
+4.2%
5 years, per year
+2.2%
10 years, per year
+1.5%
Largest fall, 3 years
−1.3%
From a peak to the bottom
From the peak now
0.0%
How far the price is from the peak
Volatility, 1 year
0.3%
How much the price swings over a year
Beta, 1 year
0.01
How much the price moves when the market moves

Return with dividends reinvested.

The fund's largest holdings

The fund's figures are calculated from the shares it owns.

  1. LF BANK 260916 SEKNot covered yet2.9%
  2. LATOUR 270616 SEKNot covered yet2.4%
  3. SCA 280621 SEKNot covered yet2.3%
  4. STORA ENSO 270208 SEKNot covered yet2.3%
  5. LATOUR 280327 SEKNot covered yet2.2%
  6. VOLVO 261103 SEKNot covered yet1.9%
  7. SBAB 250305 SEKNot covered yet1.7%
  8. HUFVUDSTADEN 261014 SEKNot covered yet1.7%
  9. PLATZER CP 260827 SEKNot covered yet1.7%
  10. STADSHYPOTEK 270301 SEKNot covered yet1.7%
Show all 25
  1. BEIJER CP 261022 SEKNot covered yet1.7%
  2. SEB 331103 SEKNot covered yet1.6%
  3. STORA ENSO 281108 SEKNot covered yet1.5%
  4. INDUSTRIVARDEN 260814 SEKNot covered yet1.5%
  5. TELIA 261109 SEKNot covered yet1.5%
  6. STATKRAFT 271022 SEKNot covered yet1.5%
  7. TRYG FORSIKRING 510512 SEKNot covered yet1.4%
  8. DIOS FASTIGHETER CP 260907 SEKNot covered yet1.4%
  9. SWEDAVIA 281115 SEKNot covered yet1.2%
  10. ICA GRUPPEN 270224 SEKNot covered yet1.2%
  11. SHB 310401 SEKNot covered yet1.2%
  12. VOLVOFINANS 270519 SEK 2Not covered yet1.2%
  13. FASITGHETS STENVALVET 290927 SEKNot covered yet1.1%
  14. LUNDBERGFORETAGEN 291016 SEKNot covered yet1.1%
  15. RIKSHEM 270906 SEKNot covered yet1.1%

0 of 10 have their own page with us. Bonds, funds and other securities we have no page for also have no link. As of 30 June 2026, source Finansinspektionen.

About the fund

Catella Avkastning is a fund traded in SEK.

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