Investerum Equity Value
Do you own Investerum Equity Value, or are you thinking about it?
See it next to the rest of your portfolio, or build your first one with Investerum Equity Value and a few more. Free, no card.
Super Stock+60.5%In short
- Investerum Equity Value has risen 14.0% over the past year, including dividends.
- The trend over the past year is better than 86% of funds and ETFs.
- The largest fall over the past three years was 23.7%. 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.
- 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+7.4%
- 6 months+15.7%
- 9 months+11.2%
- 12 months+14.0%
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 Nordics8.9%
- NOVO NORDISK BNasdaq Copenhagen6.0%
- GIVAUDAN-REGOutside the Nordics5.5%
- JOHNSON AND JOHNSONOutside the Nordics5.3%
- AMERICAN EXPRESS COOutside the Nordics5.2%
- APPLEOutside the Nordics5.0%
- ATLAS COPCO-ANasdaq Stockholm4.9%
- MICROSOFTOutside the Nordics4.9%
- BECTON DICKINSONOutside the Nordics4.9%
- MOODY'SOutside the Nordics4.9%
Show all 20
- HENNES O MAURITZ BNasdaq Stockholm4.8%
- GARMINOutside the Nordics4.8%
- RATIONAL AGOutside the Nordics4.8%
- META PLATFORMS INCOutside the Nordics4.7%
- JPMORGAN CHASEOutside the Nordics4.7%
- BERKSHIRE HATHAWAY AOutside the Nordics4.5%
- PFIZER INCOutside the Nordics4.3%
- INTUITIVE SURGICOutside the Nordics4.3%
- NETFLIX INCOutside the Nordics4.0%
- ADOBEOutside the Nordics3.0%
2 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 Equity 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.
Free forever · No card