InvestWiser

Funds from Carnegie

All 11 funds from Carnegie that we follow, in one place. See which have done best, how much they swing, and how the stocks inside them are ranked.

11 fundsSwedenDenmarkUpdated every trading day

In short

  • 9 of 11 funds rose over the past year, and the fund in the middle ended at +7.1%.
  • Best over the past year: Carnegie Global Plus A, with +19.1%.
  • Past-year returns range from −27.2% to +19.1%, so the fund you choose matters a lot.
  • Strongest trend now: Carnegie Global Plus A, better than 91% of funds and ETFs.
  • 5 of the funds have quality and value calculated from the stocks they own. The highest ranked is Carnegie Strategifond A.

Highest-ranked funds

Quality, value and trend from the shares the fund owns. Only funds where we can see more than half of the holdings.

Best over the past year

Return over the past year, with dividends. Past performance is no guarantee of future returns.

All funds from Carnegie

Sorted by past-year return, with dividends. Trend is 0–100 measured against other funds and ETFs.

Fund1 year3 years, per yearVolatilityTrend
Carnegie Global Plus A+19.1%–15.7%91
Carnegie Sverigefond A+18.2%+15.9%14.4%65
Carnegie Småbolagsfond A+15.1%+23.8%15.6%75
Carnegie Spin-Off A+14.3%+20.6%14.2%76
Carnegie Listed Infrastructure A+14.2%+9.1%10.1%45
Carnegie Strategifond A+7.1%+11.0%8.5%33
Carnegie Wealth Management Nordiske Akt+6.8%+9.2%18.3%19
Carnegie Global Resilient Small Cap A+5.5%–14.9%42
Carnegie Investment Grade B+4.4%+5.4%0.4%31
Carnegie Indienfond A−4.9%−3.7%16.7%20
Carnegie Fastighetsfond Norden C−27.2%−0.8%20.3%0

Compare the funds from Carnegie in the app.

In Find stocks you see every fund from Carnegie side by side, and sort them by return, risk and trend.

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The fund houses with the most funds we follow.

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