Insiderfonder

Inside Hedge

Strategy Description

Inside Hedge is a special fund investing in medium- and large-sized Swedish listed companies based on insider trading sentiment, as well as assets that tend to deliver positive returns when equity markets perform poorly. The fund invests approximately 70% of assets in liquid Swedish equities, 20% in gold and gold-related investments, and 10% in oil-related investments to achieve high risk-adjusted returns. Insider Hedge distributes capital across various sectors and industries so as to maximize long-term returns.

Fund Information

General Information

NHX CategoryEquities
NHX CountrySweden
Legal StructureSwedish Special Fund
Fund DomicileSweden
Minimum Investment00 SEK
AUM41M SEK
Inception DateJun 2009
Management Fee1.20%
Performance Fee20.00%

Company Information

CompanyInsiderfonder
PrincipalErik Lidén
AddressEngelbrektsgatan 26
Göteborg, 411 37
Phone0046 31-165100
E-mail[email protected]
Websitewww.insiderfonder.se
Social Media

Monthly Performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Year
2019 5.30 2.39 -1.40 6.31
2018 0.77 -4.80 -2.81 7.44 4.23 -0.38 5.56 -0.70 -0.91 -2.18 -5.70 -2.40 -2.73
2017 0.93 6.36 -3.33 4.48 3.29 -3.20 -2.75 0.36 0.62 -0.98 -1.39 2.57 6.62
2016 -9.59 2.36 2.64 1.61 4.21 1.01 5.60 0.04 -1.59 -5.07 -5.13 3.68 -1.38
2015 6.17 7.33 -1.18 5.56 -2.16 -6.42 2.07 -2.98 -0.58 7.11 6.26 -0.58 21.25
2014 0.80 6.10 1.39 1.22 1.97 -1.24 -4.66 -2.47 -7.63 -1.36 -0.15 -1.60 -7.99
2013 2.60 2.90 -0.10 -1.70 -2.10 -4.10 10.20 1.10 0.70 1.80 2.85 0.11 14.47
2012 8.10 -0.70 -0.40 -1.80 -4.60 -1.30 3.00 1.80 1.80 0.40 1.50 0.70 8.29
2011 -4.00 0.70 3.50 2.00 -4.10 -4.10 1.70 -3.60 -7.00 9.50 0.10 -0.80 -6.95
2010 -1.20 1.10 5.90 3.60 -7.00 -0.10 2.40 -1.70 8.40 -0.30 2.40 5.50 19.66
2009 -2.90 3.40 -0.10 1.90 4.20 2.50 0.00 9.16

Portfolio Managers

No data filled

Disclaimer

This information is intended for institutional investors only. All data including performance numbers have been supplied by the respective managers and funds. HedgeNordic in no way guarantees the accuracy of these numbers and has supplied them to you for information purposes only. This does not constitute a solicitation to buy or an offer to sell. No investment should be made without fully reviewing the associated risk factors, fees and conflicts of interest as outlined in each fund’s risk disclosure document. There may be funds which have chosen not to be listed in the HedgeNordic database and the NHX that may have better or worse performance than those in our database.

The risk of loss in investing in hedge funds can be substantial. You should therefore carefully consider whether such trading is suitable for you in light of your financial condition. Past results are not necessarily indicative of future results. Trade only with risk capital. Sales restrictions may apply in your jurisdiction.

Monthly Returns

Performance (VAMI)

Distribution of Monthly Returns

12 MONTH ROLLING ROR Return

Drawdown Report

No. Depth (%) Length (Months) Recovery (Months) Start date End date
Fund Index Fund Index Fund Index Fund Index Fund Index
1 -17.79% 7 11 06/2014 11/2015
2 -16.15% 5 16 05/2011 01/2013
3 -11.41% 5 0 08/2018 -
4 -11.37% 3 6 09/2016 05/2017
5 -11.23% 10 4 06/2017 07/2018

Drawdown

Up Capture vs. NHX Composite

Down Capture vs. NHX Composite

Time Window Analysis

3 Months6 Months1 Year2 Years3 Years
Avg. Monthly Return2.06%-0.73%0.87%0.25%0.38%
% Positive66.67%33.33%41.67%45.83%52.78%
Avg. Pos. Period3.85%3.85%4.98%3.36%3.18%
Avg. Neg. Period-1.40%-2.92%-1.95%-2.28%-2.63%
Sharpe Ratio2.65-0.650.850.320.43
Sortino Ratio8.83-0.921.530.430.61
Monthly Volatility2.74%3.56%3.81%3.37%3.50%

Return Report

Period BestWorstAverageMedianLastWinning %
1 Month 10.20%-9.59%0.58%0.51%-1.40%54.24%
3 Months 13.15%-14.11%1.80%3.39%6.31%62.93%
6 Months 18.66%-16.76%3.44%4.01%-4.29%64.60%
1 Year 29.98%-9.40%6.66%6.82%10.90%70.09%
2 Years 38.59%-3.47%12.59%10.84%6.24%96.84%
3 Years 35.83%2.28%19.79%21.01%14.47%100.00%
5 Years 71.50%11.86%35.16%35.18%11.86%100.00%

Volatility (12 Months Rolling)

CORRELATION (12 MONTH ROLLING)

AUM (EUR)

Disclaimer

This information is intended for institutional investors only. All data including performance numbers have been supplied by the respective managers and funds. HedgeNordic in no way guarantees the accuracy of these numbers and has supplied them to you for information purposes only. This does not constitute a solicitation to buy or an offer to sell. No investment should be made without fully reviewing the associated risk factors, fees and conflicts of interest as outlined in each fund’s risk disclosure document. There may be funds which have chosen not to be listed in the HedgeNordic database and the NHX that may have better or worse performance than those in our database.

The risk of loss in investing in hedge funds can be substantial. You should therefore carefully consider whether such trading is suitable for you in light of your financial condition. Past results are not necessarily indicative of future results. Trade only with risk capital. Sales restrictions may apply in your jurisdiction.

Strategy Description

Inside Hedge is a special fund investing in medium- and large-sized Swedish listed companies based on insider trading sentiment, as well as assets that tend to deliver positive returns when equity markets perform poorly. The fund invests approximately 70% of assets in liquid Swedish equities, 20% in gold and gold-related investments, and 10% in oil-related investments to achieve high risk-adjusted returns. Insider Hedge distributes capital across various sectors and industries so as to maximize long-term returns.

Fund Information

General Information

NHX CategoryEquities
NHX CountrySweden
Legal StructureSwedish Special Fund
Fund DomicileSweden
Minimum Investment00 SEK
AUM41M SEK
Inception DateJun 2009
Management Fee1.20%
Performance Fee20.00%

Company Information

CompanyInsiderfonder
PrincipalErik Lidén
AddressEngelbrektsgatan 26
Göteborg, 411 37
Phone0046 31-165100
E-mail[email protected]
Websitewww.insiderfonder.se
Social Media

Monthly Performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Year
2019 5.30 2.39 -1.40 6.31
2018 0.77 -4.80 -2.81 7.44 4.23 -0.38 5.56 -0.70 -0.91 -2.18 -5.70 -2.40 -2.73
2017 0.93 6.36 -3.33 4.48 3.29 -3.20 -2.75 0.36 0.62 -0.98 -1.39 2.57 6.62
2016 -9.59 2.36 2.64 1.61 4.21 1.01 5.60 0.04 -1.59 -5.07 -5.13 3.68 -1.38
2015 6.17 7.33 -1.18 5.56 -2.16 -6.42 2.07 -2.98 -0.58 7.11 6.26 -0.58 21.25
2014 0.80 6.10 1.39 1.22 1.97 -1.24 -4.66 -2.47 -7.63 -1.36 -0.15 -1.60 -7.99
2013 2.60 2.90 -0.10 -1.70 -2.10 -4.10 10.20 1.10 0.70 1.80 2.85 0.11 14.47
2012 8.10 -0.70 -0.40 -1.80 -4.60 -1.30 3.00 1.80 1.80 0.40 1.50 0.70 8.29
2011 -4.00 0.70 3.50 2.00 -4.10 -4.10 1.70 -3.60 -7.00 9.50 0.10 -0.80 -6.95
2010 -1.20 1.10 5.90 3.60 -7.00 -0.10 2.40 -1.70 8.40 -0.30 2.40 5.50 19.66
2009 -2.90 3.40 -0.10 1.90 4.20 2.50 0.00 9.16

Portfolio Managers

No data filled

Return Statistics

Last Month Return -
3 Month Return 6.31%
Year to Date Return 6.31%
12 Month Return 10.90%
36 Month Return 14.47%
Total Return Annualized 6.32%
Winning Months (%) 54.24%
Average Winning Month 3.28%
Average Losing Month -2.66%
Total Return Cumulative 82.74%

Risk Statistics (12M)

1 Year
Sharpe Ratio0.85
Sortino Ratio1.53
Sterling0.51
Calmar0.96
Skewness0.22
Kurtosis-0.32
Maximum Drawdown-11.41%
Correlation vs S&P 5000.46
Annualized Volatility13.18%
Annualized Down. Deviation5.82%

Risk/Return Comparison

Monthly Returns

Performance (VAMI)

Distribution of Monthly Returns

12 MONTH ROLLING ROR Return

Drawdown Report

No. Depth (%) Length (Months) Recovery (Months) Start date End date
Fund Index Fund Index Fund Index Fund Index Fund Index
1 -17.79% 7 11 06/2014 11/2015
2 -16.15% 5 16 05/2011 01/2013
3 -11.41% 5 0 08/2018 -
4 -11.37% 3 6 09/2016 05/2017
5 -11.23% 10 4 06/2017 07/2018

Drawdown

Up Capture vs. NHX Composite

Down Capture vs. NHX Composite

Time Window Analysis

3 Months6 Months1 Year2 Years3 Years
Avg. Monthly Return2.06%-0.73%0.87%0.25%0.38%
% Positive66.67%33.33%41.67%45.83%52.78%
Avg. Pos. Period3.85%3.85%4.98%3.36%3.18%
Avg. Neg. Period-1.40%-2.92%-1.95%-2.28%-2.63%
Sharpe Ratio2.65-0.650.850.320.43
Sortino Ratio8.83-0.921.530.430.61
Monthly Volatility2.74%3.56%3.81%3.37%3.50%

Return Report

Period BestWorstAverageMedianLastWinning %
1 Month 10.20%-9.59%0.58%0.51%-1.40%54.24%
3 Months 13.15%-14.11%1.80%3.39%6.31%62.93%
6 Months 18.66%-16.76%3.44%4.01%-4.29%64.60%
1 Year 29.98%-9.40%6.66%6.82%10.90%70.09%
2 Years 38.59%-3.47%12.59%10.84%6.24%96.84%
3 Years 35.83%2.28%19.79%21.01%14.47%100.00%
5 Years 71.50%11.86%35.16%35.18%11.86%100.00%

Volatility (12 Months Rolling)

CORRELATION (12 MONTH ROLLING)

AUM (EUR)

Disclaimer

This information is intended for institutional investors only. All data including performance numbers have been supplied by the respective managers and funds. HedgeNordic in no way guarantees the accuracy of these numbers and has supplied them to you for information purposes only. This does not constitute a solicitation to buy or an offer to sell. No investment should be made without fully reviewing the associated risk factors, fees and conflicts of interest as outlined in each fund’s risk disclosure document. There may be funds which have chosen not to be listed in the HedgeNordic database and the NHX that may have better or worse performance than those in our database.

The risk of loss in investing in hedge funds can be substantial. You should therefore carefully consider whether such trading is suitable for you in light of your financial condition. Past results are not necessarily indicative of future results. Trade only with risk capital. Sales restrictions may apply in your jurisdiction.

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Data and information is provided for informational purposes only. Past performance is not necessarily indicative of future results.

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