InvestWiser

Meriti Neutral A

FundSwedenTraded in SEKSE0021020633
112.82SEK −0.3%
last day · Price as of 13 October 2026

Do you own Meriti Neutral, or are you thinking about it?

See it next to the rest of your portfolio, or build your first one with Meriti Neutral and a few more. Free, no card.

Past year against the exchange and Super Stock
Meriti Neutral A−0.2%Stockholm (OMXSPI)+13.2%Super Stock+60.5%
10 October 202513 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

  • Meriti Neutral A has fallen 0.2% over the past year, including dividends.
  • The trend over the past year is better than 22% of funds and ETFs.
  • The largest fall over the past three years was 7.3%. The price is 3.3% 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.

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.

Trend22
The share price · Technical: the price trend
  • 3 months+2.2%
  • 6 months−1.6%
  • 9 months−0.5%
  • 12 months−0.2%

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

Return and risk

1 month
+1.1%
3 years, per year
–
5 years, per year
–
Year to date
+0.3%
Largest fall, 3 years
−7.3%
From a peak to the bottom
From the peak now
−3.3%
How far the price is from the peak
Volatility, 1 year
6.7%
How much the price swings over a year
Beta, 1 year
0.04
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. GAM PLC STAR CAT BOND FUND SEKOutside the Nordics4.5%
  2. KLS AT EVT DRN FUND-IEUROutside the Nordics2.9%
  3. NORDEA BANK FRN PERP SEKNot covered yet2.6%
  4. LF BANK FRN PERP SEKNot covered yet2.6%
  5. BILIA AB FRN 26.06.2028 SEKNot covered yet2.5%
  6. COOR SERVICE MGMT FRN 21.02.29Not covered yet2.4%
  7. NOR HEALTH CARE FRN 04.07.2028Not covered yet1.9%
  8. AVIDA FINANS FRN 27.01.2034Not covered yet1.7%
  9. PAMICA GR FRN 05.12.2027 SEKNot covered yet1.6%
  10. ABAX GROUP FRN 29.01.2029 SEKNot covered yet1.6%
Show all 25
  1. STORSKOGEN FRN 03.10.2028 SEKNot covered yet1.6%
  2. SPHERE GR FRN 08.05.2030 SEKNot covered yet1.6%
  3. COREM PROPERTY FRN 19.01.2027Not covered yet1.6%
  4. STILLFRONT FRN 27.09.2028 SEKNot covered yet1.6%
  5. BONAVA AB FRN 23.12.2029 SEKNot covered yet1.6%
  6. KISTEFOS FRN 27.03.2030 NOKNot covered yet1.6%
  7. AXENTIA GROUP FRN 18.05.2030Not covered yet1.4%
  8. ICA GRUPPEN 4.206% 14.11.29Not covered yet1.3%
  9. HUSQVARNA 4.718% 23.11.2027 SENot covered yet1.3%
  10. SVEASKOG FRN 13.04.2028 SEKNot covered yet1.3%
  11. DANSKE BANK FRN 23.08.2034 SEKNot covered yet1.3%
  12. STOREBRAND LIVSFORS FRN% PERPNot covered yet1.3%
  13. STOREBRAND LIV FRN PERPNot covered yet1.3%
  14. GETINGE AB FRN 20.09.2029 SEKNot covered yet1.3%
  15. STATKRAFT FRN 21.10.2027 SEKNot covered yet1.3%

0 of 10 have their own page with us. We follow Nordic stocks, so companies outside the Nordics have no link. Bonds, funds and other securities we have no page for also have no link. As of 30 June 2026, source Finansinspektionen.

About the fund

Meriti Neutral A 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

Other funds from Meriti

Explore the stock market