• Funds

    Equity funds

    • Finserve Global Security Fund
    • Finserve Micro Cap Fund
    • Meriti Ekorren Global
    • Finserve Chelverton Global Tech Fund
    • Being and Investment Active Value A

    Credit & Interest funds

    • Finserve Nordic Factoring Fund
    • Finserve Nordic Factoring Fund LUX

    Hedge funds

    • ORCA Hedge Fund
    • Meriti Neutral
    • Finserve Chelverton Thyra Fund

    Mixed funds

    • Exelity
  • Invest
    • Advisor
    • Institutions
    • Private individuals
    • Important information
    • Reports, forms & documents
  • Durability
  • About us
en_GB EN
en_GB EN sv_SE SE
  • Funds

    Equity funds

    • Finserve Global Security Fund
    • Finserve Micro Cap Fund
    • Meriti Ekorren Global
    • Finserve Chelverton Global Tech Fund
    • Being and Investment Active Value A

    Credit & Interest funds

    • Finserve Nordic Factoring Fund
    • Finserve Nordic Factoring Fund LUX

    Hedge funds

    • ORCA Hedge Fund
    • Meriti Neutral
    • Finserve Chelverton Thyra Fund

    Mixed funds

    • Exelity
  • Invest
    • Advisor
    • Institutions
    • Private individuals
    • Important information
    • Reports, forms & documents
  • Durability
  • About us


Previous performance scenarios The Single Malt Fund

Finserve Nordic AB, org no. 556695-9499
Fund: The Single Malt Fund
ISIN code: SE0010547299

Start date: March 2019

What you get from this fund depends on future market performance. The future market development is uncertain and cannot be predicted precisely. The negative, neutral and positive scenarios show the worst, the average and the best performance of the fund over the last 10 years (RHP + 5 years) and have been estimated based on the index RW Apex 1000 (Rare Whiskey Apex 1000). The markets may develop quite differently in the future. These scenarios occurred for an investment between 2012-2022. The stress scenario shows what you can get back under extreme market conditions. The figures include all the costs of the product itself, but possibly not all the costs you pay to your adviser or distributor.

The scenario calculation outcomes occurred during the following periods for proxy RW Apex 1000:

The Negative scenario occurred for an investment between November 2019 and December 2022

The Neutral scenario occurred for an investment between January 2019 and December 2022

The Positive scenario occurred for an investment between March 2013 and December 2018

Recommended holding period: 5 years
Example of Investment: SEK 100,000
The index RW Apex 1000 has been used for the calculation of scenario outcomes
If you redeem after 1 yearIf you redeem after 5 years (RHP)
Scenarios
Minimum There is no guaranteed minimum return. You may lose all or part of your investment.
StressWhat you can get back after deducting costs- SEK 97,590.02- SEK 94,030.67
 Average return per year-2,41%-5,97%
NegativeWhat you can get back after deducting costsSEK 107,444.16SEK 132,312.03
 Average return per year7,44%32,31%
NeutralWhat you can get back after deducting costsSEK 117,001.09SEK 152,877.19
 Average return per year17,01%52,87%
PositivelyWhat you can get back after deducting costsSEK 125,980.54SEK 164,432.26
 Average return per year25,98%64,43%

Risk information: Historical returns are not a guarantee of future returns. The money you invest in funds can both increase and decrease in value and it is not certain that you will get back the entire amount invested. The fund's value can vary greatly due to its composition and the management methods the fund company uses. Information brochures and fact sheets can be ordered from Finserve Nordic AB, Tel: +46-(0)8 520 279 97 or downloaded from: www.finservestage.wpenginepowered.com.

Clock

Mon-Fri 09:30-16:30, closed for lunch 12-13

Phone

+46-(0)8 520 279 97

Email

info@finserve.se

Pin

Nybrogatan 55, 114 40 Stockholm

Office

Box 163 57, 103 26 Stockholm

Sign up for our newsletter

Please enter a valid email address

Success! Your request has been completed successfully!

Business

  • About us
  • Durability
  • News

Invest

  • Advisor
  • Institutions
  • Private individuals
  • Important information
  • Reports, forms & documents

Equity funds

  • Finserve Global Security Fund
  • Finserve Micro Cap Fund
  • Meriti Ekorren Global
  • Finserve Chelverton Global Tech Fund
  • Being and Investment Active Value A

Credit & Interest funds

  • Finserve Nordic Factoring Fund
  • Finserve Nordic Factoring Fund LUX

Hedge funds

  • ORCA Hedge Fund
  • Meriti Neutral
  • Finserve Chelverton Thyra Fund

Mixed funds

  • Exelity

LinkedIn

Privacy Policy

© FinServe 2024