Tunnusluvut
Juoksevat kulut
1,80%Omaisuusluokka
OsakeKategoria
Sektori teknologia osakkeetPerusvaluutta
EURLainoitusaste
80%Avaintietoasiakirja
The Sub-fund’s objective is to outperform the Reference indicator over a recommended minimum investment horizon of 5 years. The Sub-Fund seeks to invest sustainably for long-term growth and implements a socially responsible investment approach.
Vastaavan tyyppisiä rahastoja
Omistukset
Jakauma
- Osakkeet86%
- Lyhyt korko14%
Asiakkaat katsoivat myös
Foorumi
- ·6.8. · MuokattuI have 2 similar funds that have declined by approx 1,5% each 5/8 - while Carmignac shows + 1,57%. Not just a few days but over time Carmignac has outperformed, as Swedbank Robur technology has also done under Kristoffer Barrett's management. It matters who is in charge, so therefore I have entrusted Kristoffer with a large part of my portfolio and set up a monthly saving distributed 3 times/month + occasional investments when the mood strikes.. regardsStopped using bull certificates and instead switched to a small share of bear certificates. Believes in Bear for the foreseeable future. What Trump has caused in the Middle East will negatively impact the world economy, possibly for several months ahead, I believe. The war could also trigger a systemic collapse such as 1990, 2000, 2008, 2014 or 2020–2022. Furthermore, there now seem to be very few companies in S&P 500 that are doing well – the index is driven up by a few companies, which last happened the year before the dot.com crash which took 7.5 years for S&P 500 and 15 years for Nasdaq to recover from, with declines of 50% and 78% respectively. https://www.cnbc.com/2026/09/21/stocks-had-a-great-day-on-the-surface-but-something-alarming-occurred-not-seen-since-1999.html Also OMX and world indices fell to similar levels, so it makes no difference whether one diversifies the portfolio if such a system crash occurs. The alternative is to have a part in short-term interest rates (as Carmignac is doing right now) or bring in bear certificates, buy put options or other "airbags" such as buying put options in the volatility index etc.
- ·3.6.Does anyone more knowledgeable know how much one is affected by a performance-based fee of 20%? Is it a much higher annual fee, for example, now that the fund is doing so incredibly well? And is it better to hold it long-term with a performance-based fee?Barrett is worth the extra fee. If you have a return that is 20% above comparable funds, the result speaks for itself. Barrett's funds have ALWAYS beaten all other funds and indices in comparable categories.
- ·7.5.Barrett started by bringing in SW a number of months ago. I thought he was far too early. Barrett was right and I was wrong. I think Barrett has many things right.
- ·29.4.Can someone explain why the fund is performing so strongly from the end of March?The fund manager finally got it right with the investment in Atlassian and ServiceNow, he has also bet quite heavily on a put option that Nasdaq should not fall to 23500, so one can safely say he's earning his salary. Good guy, I've listened to two interviews with him and he comes across as very knowledgeable.
- ·29.1.Today my total return is jumping around, does anyone know if it's common with this fund for it to fluctuate at the turn of the month?Sorry, I didn't see your reply until today. This fund has a predilection for updating the return figures in stages, so that they jump back and forth a couple of times before one knows for sure how it has performed. I got tired of that and of the stagnation in tech and am moving to something calmer.
Uutiset
Tunnusluvut
Juoksevat kulut
1,80%Omaisuusluokka
OsakeKategoria
Sektori teknologia osakkeetPerusvaluutta
EURLainoitusaste
80%Avaintietoasiakirja
The Sub-fund’s objective is to outperform the Reference indicator over a recommended minimum investment horizon of 5 years. The Sub-Fund seeks to invest sustainably for long-term growth and implements a socially responsible investment approach.
Vastaavan tyyppisiä rahastoja
Uutiset
Omistukset
Jakauma
- Osakkeet86%
- Lyhyt korko14%
Asiakkaat katsoivat myös
Foorumi
- ·6.8. · MuokattuI have 2 similar funds that have declined by approx 1,5% each 5/8 - while Carmignac shows + 1,57%. Not just a few days but over time Carmignac has outperformed, as Swedbank Robur technology has also done under Kristoffer Barrett's management. It matters who is in charge, so therefore I have entrusted Kristoffer with a large part of my portfolio and set up a monthly saving distributed 3 times/month + occasional investments when the mood strikes.. regardsStopped using bull certificates and instead switched to a small share of bear certificates. Believes in Bear for the foreseeable future. What Trump has caused in the Middle East will negatively impact the world economy, possibly for several months ahead, I believe. The war could also trigger a systemic collapse such as 1990, 2000, 2008, 2014 or 2020–2022. Furthermore, there now seem to be very few companies in S&P 500 that are doing well – the index is driven up by a few companies, which last happened the year before the dot.com crash which took 7.5 years for S&P 500 and 15 years for Nasdaq to recover from, with declines of 50% and 78% respectively. https://www.cnbc.com/2026/09/21/stocks-had-a-great-day-on-the-surface-but-something-alarming-occurred-not-seen-since-1999.html Also OMX and world indices fell to similar levels, so it makes no difference whether one diversifies the portfolio if such a system crash occurs. The alternative is to have a part in short-term interest rates (as Carmignac is doing right now) or bring in bear certificates, buy put options or other "airbags" such as buying put options in the volatility index etc.
- ·3.6.Does anyone more knowledgeable know how much one is affected by a performance-based fee of 20%? Is it a much higher annual fee, for example, now that the fund is doing so incredibly well? And is it better to hold it long-term with a performance-based fee?Barrett is worth the extra fee. If you have a return that is 20% above comparable funds, the result speaks for itself. Barrett's funds have ALWAYS beaten all other funds and indices in comparable categories.
- ·7.5.Barrett started by bringing in SW a number of months ago. I thought he was far too early. Barrett was right and I was wrong. I think Barrett has many things right.
- ·29.4.Can someone explain why the fund is performing so strongly from the end of March?The fund manager finally got it right with the investment in Atlassian and ServiceNow, he has also bet quite heavily on a put option that Nasdaq should not fall to 23500, so one can safely say he's earning his salary. Good guy, I've listened to two interviews with him and he comes across as very knowledgeable.
- ·29.1.Today my total return is jumping around, does anyone know if it's common with this fund for it to fluctuate at the turn of the month?Sorry, I didn't see your reply until today. This fund has a predilection for updating the return figures in stages, so that they jump back and forth a couple of times before one knows for sure how it has performed. I got tired of that and of the stagnation in tech and am moving to something calmer.
Tunnusluvut
Juoksevat kulut
1,80%Omaisuusluokka
OsakeKategoria
Sektori teknologia osakkeetPerusvaluutta
EURLainoitusaste
80%Avaintietoasiakirja
The Sub-fund’s objective is to outperform the Reference indicator over a recommended minimum investment horizon of 5 years. The Sub-Fund seeks to invest sustainably for long-term growth and implements a socially responsible investment approach.
Vastaavan tyyppisiä rahastoja
Uutiset
Foorumi
- ·6.8. · MuokattuI have 2 similar funds that have declined by approx 1,5% each 5/8 - while Carmignac shows + 1,57%. Not just a few days but over time Carmignac has outperformed, as Swedbank Robur technology has also done under Kristoffer Barrett's management. It matters who is in charge, so therefore I have entrusted Kristoffer with a large part of my portfolio and set up a monthly saving distributed 3 times/month + occasional investments when the mood strikes.. regardsStopped using bull certificates and instead switched to a small share of bear certificates. Believes in Bear for the foreseeable future. What Trump has caused in the Middle East will negatively impact the world economy, possibly for several months ahead, I believe. The war could also trigger a systemic collapse such as 1990, 2000, 2008, 2014 or 2020–2022. Furthermore, there now seem to be very few companies in S&P 500 that are doing well – the index is driven up by a few companies, which last happened the year before the dot.com crash which took 7.5 years for S&P 500 and 15 years for Nasdaq to recover from, with declines of 50% and 78% respectively. https://www.cnbc.com/2026/09/21/stocks-had-a-great-day-on-the-surface-but-something-alarming-occurred-not-seen-since-1999.html Also OMX and world indices fell to similar levels, so it makes no difference whether one diversifies the portfolio if such a system crash occurs. The alternative is to have a part in short-term interest rates (as Carmignac is doing right now) or bring in bear certificates, buy put options or other "airbags" such as buying put options in the volatility index etc.
- ·3.6.Does anyone more knowledgeable know how much one is affected by a performance-based fee of 20%? Is it a much higher annual fee, for example, now that the fund is doing so incredibly well? And is it better to hold it long-term with a performance-based fee?Barrett is worth the extra fee. If you have a return that is 20% above comparable funds, the result speaks for itself. Barrett's funds have ALWAYS beaten all other funds and indices in comparable categories.
- ·7.5.Barrett started by bringing in SW a number of months ago. I thought he was far too early. Barrett was right and I was wrong. I think Barrett has many things right.
- ·29.4.Can someone explain why the fund is performing so strongly from the end of March?The fund manager finally got it right with the investment in Atlassian and ServiceNow, he has also bet quite heavily on a put option that Nasdaq should not fall to 23500, so one can safely say he's earning his salary. Good guy, I've listened to two interviews with him and he comes across as very knowledgeable.
- ·29.1.Today my total return is jumping around, does anyone know if it's common with this fund for it to fluctuate at the turn of the month?Sorry, I didn't see your reply until today. This fund has a predilection for updating the return figures in stages, so that they jump back and forth a couple of times before one knows for sure how it has performed. I got tired of that and of the stagnation in tech and am moving to something calmer.
Omistukset
Jakauma
- Osakkeet86%
- Lyhyt korko14%




