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Exelity Monthly Report – August 2025
Read more: Exelity månadsrapport – augusti 2025It is pleasing that Exelity closes August at +0.7%, marking the 12th consecutive month of positive returns. Since the undersigned took over the management…
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Exelity Monthly Report – July 2025
Read more: Exelity månadsrapport – juli 2025Exelity continues to print positive return months and closes July at +3.7%. This means the fund is +23% for the full year 2025 (2024: +26%), with no listed…
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Exelity Monthly Report – June 2025
Read more: Exelity månadsrapport – juni 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 månadsrapport – maj 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 månadsrapport – 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 månadsrapport – mars 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 månadsrapport – februari 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 månadsrapport – januari 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 månadsrapport – 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,…
