Today, the winners of the prestigious Morningstar Fund Awards 2023 were announced, and for the fourth time in six years, Sensor Sverige Select was selected the winner in the category Best SEK Allocation Fund.
The independent fund rating institute, Morningstar, annually selects the best funds in six different categories. The assessment is based on the fund’s performance of the past five years, compared to its competitors.
The motivation reads:
"Sensor Sverige Select has proven resilient over a longer time frame, with remarkable returns and risk-adjusted returns compared to its peers. The portfolio's exposure to short-duration fixed income securities minimized losses on the fixed income side, while AstraZeneca and Swedish Match provided support on the equity side during 2022."
Since its inception in 2009, Sensor Sverige Select has been managed using the same methodology, with a focus on high activity levels combined with a concentrated portfolio. The fund has a 5-star overall Morningstar rating, indicating that the fund has outperformed 90 percent of the funds in its category over time. It has also received the highest sustainability rating, 5 Globes.
Sensor Sverige Select is managed by Ulf Öster, Stefan Olofsson and Stefan Ahlfeldt.
Primrose Partners AB founds Primrose Institutional Clients together with Magnus Gustafsson, Fredrik Sandén and Fredrik Svedebäck. Primrose Institutional Clients aims at assisting tier 2 and tier 3 professional clients with a state-of-the-art institutional product offering.
The financial industry is male-dominated, especially in the area where SVP operates—financial advisory services. This is something SVP aims to change!
For the second quarter of the year, Strivo's account holders received a rebate of fund commissions totaling 15.9 million SEK.