Investerum Basic Value
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Super Stock+60.5%In short
- Investerum Basic Value has risen 9.5% over the past year, including dividends.
- The trend over the past year is better than 58% of funds and ETFs.
- The largest fall over the past three years was 16.9%. The price is 1.3% below 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.
- 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.
- 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.
- 3 months+1.3%
- 6 months+8.7%
- 9 months+5.6%
- 12 months+9.5%
The ranking is built on 3, 6 and 12–1 months.
Return and risk
Return with dividends reinvested.
The fund's largest holdings
The fund's figures are calculated from the shares it owns. Tap a share to take a closer look.
- ALPHABET INC-CL AOutside the Nordics9.0%
- ASML HOLDING NVOutside the Nordics7.9%
- MOODY'SOutside the Nordics6.1%
- BERKSHIRE HATHAWAY AOutside the Nordics6.0%
- CITIGROUP INCOutside the Nordics5.2%
- AMERICAN EXPRESS COOutside the Nordics5.0%
- APPLEOutside the Nordics4.9%
- NETFLIX INCOutside the Nordics4.8%
- NOVO NORDISK BNasdaq Copenhagen3.2%
- JOHNSON AND JOHNSONOutside the Nordics2.9%
Show all 25
- MICROSOFTOutside the Nordics2.5%
- WALT DISNEY ORDOutside the Nordics2.1%
- RATIONAL AGOutside the Nordics1.7%
- ROCHE HOLDING AGOutside the Nordics1.7%
- ADOBEOutside the Nordics1.7%
- SVEA FRN 340907Not covered yet1.3%
- SVEA FRN 280408 PRPNot covered yet1.3%
- NOVARTISOutside the Nordics1.3%
- CATELLA FRN 290310Not covered yet1.2%
- KNAUST FRN 281003Not covered yet1.2%
- SAP AG O.NOutside the Nordics1.2%
- LVMHOutside the Nordics1.2%
- SV HANDELSBANKEN ANasdaq Stockholm1.2%
- DNBASA FRN290227 PRPNot covered yet1.1%
- DNBASA FRN290314 PRPNot covered yet1.1%
1 of 10 have their own page with us. We follow Nordic stocks, so companies outside the Nordics have no link. As of 30 June 2026, source Finansinspektionen.
About the fund
Investerum Basic Value is a fund traded in SEK.
See the full analysis in InvestWiser.
The charts, holdings and the comparison with other funds are in the app.
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