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Exelity Monthly Report – June 2025
Read more: Exelity Monthly Report – June 2025The month of June was characterized by strong stock market performance for small companies but a bit more quiet in the transaction market. When we sum up the month, the return after fees ended at…
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Exelity Monthly Report – May 2025
Read more: Exelity Monthly Report – May 2025Exelity continues to avoid negative return months, closing May at +3.1%. This means the fund has only had one negative return month, August 2024 -1%, since…
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Exelity Monthly Report – April 2025
Read more: Exelity Monthly Report – April 2025After the sharp stock market declines in March, the stock market frenzy continued in April. Despite the stock market turmoil, Exelity once again performed strongly with +3% for the month and outperformed…
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Exelity Monthly Report – March 2025
Read more: Exelity Monthly Report – March 2025Despite sharp stock market declines in general, Exelity manages to parry the declines well and closes at +0.5% for the month of March. This means the fund significantly outperforms the…
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Exelity Monthly Report – February 2025
Read more: Exelity Monthly Report – February 2025Strong month in February where the fund closes at +2.5% after fees, and is thus +6.4% for the full year 2025. This means Exelity is +54% since…
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Exelity Monthly Report – January 2025
Read more: Exelity Monthly Report – January 2025During January, the equity leg performed particularly well, with strong optimism overall in the stock market. This lifted the performance of the fund, which closed January at +3.8% for…
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Exelity Monthly Report – December 2024
Read more: Exelity Monthly Report – December 2024Exelity again weathers a negative stock market month well, closing December at +2.7%. This at the same time as various large and small company indices were noted down during the month,…
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Exelity Monthly Report – November 2024
Read more: Exelity Monthly Report – November 2024The tough stock market climate persists, not least within OMX Small Cap which is Exelity's focus, where OMX Small Cap is listed down -3%...
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Exelity Monthly Report – October 2024
Read more: Exelity Monthly Report – October 2024Exelity weathers the generally negative stock market climate during October well and closes the month at +3.2%, and is thus +22.1% for the full year 2024. During October…
