14.09.17
Funds news

Parvest Equity Nordic Small Cap Rated Five Stars by Morningstar

The Parvest Equity Nordic Small Cap received a five-star Morningstar rating as of August 31, 2017 based on risk-adjusted returns for the 3-year period.

The Parvest Equity Nordic Small Cap is in the Morningstar Nordic Equity Fund Category, which includes a total of 73 funds. Mutual funds are rated from one to five stars, with the best performers receiving five stars. The fund is managed by Alfred Berg’s local equity team of 7 Nordic equity specialists led by Johan Stein.

Launched on January 31, 2014, the Parvest Equity Nordic Small Cap fund offers exposure to the Nordic region and companies with high potential: export-orientated, innovation driven, transparent and supported by a strong legal and socio-political background. In addition, the fund provides exposure to a wide range of global sectors and currency diversification.

“We are pleased that Morningstar has recognized our disciplined investment approach and strong performance with a 5-star rating,” said Johan Stein, Senior Portfolio Manager at Alfred Berg Asset Management.  “This ranking is an example of Alfred Berg’s value proposition, and demonstrates the potential benefits from our combination of deep small cap expertise and extensive Nordic equities investment market experience and relationships.” 

Additional details on fund performance and investment specifics are available here.

Cristina Lugaro,senior investment specialst och Johan Stein, portfolio manager

The Morningstar rating is for Classic capitalising shares, as of 31 August 2017.

Past performance does not guarantee future results.

© 2017 Morningstar, Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results. Morningstar stars rank from 1 to 5, with the top ranking being 5 stars. All Morningstar ratings shown in this document are for Classic capitalising shares, as of 31 August 2017.

This is a marketing material by Alfred Berg Kapitalförvaltning AB.
Past performance is no guarantee for future returns. The value of the money invested in the fund can increase or decrease and there is no guarantee that all of your invested capital can be redeemed.

Alfred Berg assumes no responsibility for errors in the information.

The fund’s KIID, risk class, fund rules and prospectus are available at www.alfredberg.com

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Investments in funds are always related to risk. Past performance is no guarantee of future results. Performances are calculated net of fees. Investments in funds are subject to market fluctuation and risks inherent in investing in securities. The value of investments and the revenue they generate can increase or decrease and it is possible that investors will not recover their initial investment.