FE Select

FE Fonder

Strategy Description

FE Select is a small-cap-focused hedge fund that uses financial instruments such as swaps to control its net market exposure. The fund can maintain a net market exposure in the range of -50% to +150 percent. FE Select seeks to maintain a concentrated portfolio of between 15-25 stocks by focusing on small- and mid-cap companies in Sweden with a market capitalization of up to SEK 85 billion. The mandate allows the fund to also invest in Nordic and European stocks, but restricts the exposure to equities outside Europe.

Fund Information

General Information

NHX CategoryEquities
NHX CountrySweden
Legal StructureAlternative Investment Fund
Fund DomicileSweden
Minimum Investment00 SEK
AUM -
Inception DateNov 2020
Management Fee1.00%
Performance Fee20% above SSVX 90 + 5%
SFDR Classification -

Company Information

CompanyFE Fonder
AddressBrahegatan 20
Stockholm, 114 37
Phone0720835596
E-mail[email protected]
Website -
Social Media

Monthly Performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Year
2024 0.78 2.05 4.99 1.59 4.82 -2.09 4.38 -1.41 -0.21 -2.86 -1.23 2.90 14.15
2023 1.39 1.52 -1.11 -0.08 -3.22 0.24 0.67 -2.03 -0.69 0.54 3.88 5.52 6.50
2022 -1.76 -7.79 2.10 -3.41 1.58 -5.19 5.85 -3.22 -3.46 0.54 -2.80 1.19 -15.86
2021 2.78 8.00 4.48 3.07 -0.21 -0.49 1.13 -1.36 2.83 7.61 4.83 2.51 40.80
2020 1.92 8.20 10.28

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 -18.68% 21 8 01/2022 05/2024
2 -5.60% 4 0 08/2024 -
3 -2.09% 1 1 06/2024 07/2024
4 -1.36% 1 1 08/2021 09/2021
5 -0.70% 2 1 05/2021 07/2021

Drawdown

Up Capture vs. NHX Composite

Down Capture vs. NHX Composite

Time Window Analysis

3 Months6 Months1 Year2 Years3 Years
Avg. Monthly Return-0.42%0.23%1.11%0.82%0.06%
% Positive33.33%33.33%58.33%58.33%52.78%
Avg. Pos. Period2.90%3.64%3.07%2.52%2.45%
Avg. Neg. Period-2.04%-1.43%-1.56%-1.49%-2.50%
Sharpe Ratio-0.560.361.501.180.12
Sortino Ratio-0.820.573.322.440.10
Monthly Volatility2.42%2.55%2.64%2.49%3.08%

Return Report

Period BestWorstAverageMedianLastWinning %
1 Month 8.20%-7.79%0.99%0.96%2.90%60.00%
3 Months 20.10%-9.06%2.83%1.27%-1.27%58.33%
6 Months 31.82%-13.96%5.30%2.54%1.39%60.00%
1 Year 48.62%-15.86%8.85%6.42%14.15%64.10%
2 Years 32.83%-12.94%7.88%9.86%21.58%66.67%
3 Years 29.39%1.91%18.46%19.81%2.30%100.00%
5 Years ------

Volatility (12 Months Rolling)

CORRELATION (12 MONTH ROLLING)

AUM (EUR)

Chart not applicable - The program has no AUM data

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

FE Select is a small-cap-focused hedge fund that uses financial instruments such as swaps to control its net market exposure. The fund can maintain a net market exposure in the range of -50% to +150 percent. FE Select seeks to maintain a concentrated portfolio of between 15-25 stocks by focusing on small- and mid-cap companies in Sweden with a market capitalization of up to SEK 85 billion. The mandate allows the fund to also invest in Nordic and European stocks, but restricts the exposure to equities outside Europe.

Annual Performance

Fund Information

General Information

NHX CategoryEquities
NHX CountrySweden
Legal StructureAlternative Investment Fund
Fund DomicileSweden
Minimum Investment00 SEK
AUM -
Inception DateNov 2020
Management Fee1.00%
Performance Fee20% above SSVX 90 + 5%
SFDR Classification -

Company Information

CompanyFE Fonder
AddressBrahegatan 20
Stockholm, 114 37
Phone0720835596
E-mail[email protected]
Website -
Social Media

Portfolio Managers

No data filled

Monthly Performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Year
2024 0.78 2.05 4.99 1.59 4.82 -2.09 4.38 -1.41 -0.21 -2.86 -1.23 2.90 14.15
2023 1.39 1.52 -1.11 -0.08 -3.22 0.24 0.67 -2.03 -0.69 0.54 3.88 5.52 6.50
2022 -1.76 -7.79 2.10 -3.41 1.58 -5.19 5.85 -3.22 -3.46 0.54 -2.80 1.19 -15.86
2021 2.78 8.00 4.48 3.07 -0.21 -0.49 1.13 -1.36 2.83 7.61 4.83 2.51 40.80
2020 1.92 8.20 10.28

Return Statistics

Last Month Return 2.90%
3 Month Return -1.27%
Year to Date Return 14.15%
12 Month Return 14.15%
36 Month Return 2.30%
Total Return Annualized 11.75%
Winning Months (%) 60.00%
Average Winning Month 3.13%
Average Losing Month -2.23%
Total Return Cumulative 58.84%

Risk Statistics (12M)

1 Year
Sharpe Ratio1.50
Sortino Ratio3.32
Sterling0.91
Calmar2.53
Skewness0.10
Kurtosis-0.89
Maximum Drawdown-5.60%
Correlation vs S&P 5000.02
Annualized Volatility9.14%
Annualized Down. Deviation3.07%

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 -18.68% 21 8 01/2022 05/2024
2 -5.60% 4 0 08/2024 -
3 -2.09% 1 1 06/2024 07/2024
4 -1.36% 1 1 08/2021 09/2021
5 -0.70% 2 1 05/2021 07/2021

Drawdown

Up Capture vs. NHX Composite

Down Capture vs. NHX Composite

Time Window Analysis

3 Months6 Months1 Year2 Years3 Years
Avg. Monthly Return-0.42%0.23%1.11%0.82%0.06%
% Positive33.33%33.33%58.33%58.33%52.78%
Avg. Pos. Period2.90%3.64%3.07%2.52%2.45%
Avg. Neg. Period-2.04%-1.43%-1.56%-1.49%-2.50%
Sharpe Ratio-0.560.361.501.180.12
Sortino Ratio-0.820.573.322.440.10
Monthly Volatility2.42%2.55%2.64%2.49%3.08%

Return Report

Period BestWorstAverageMedianLastWinning %
1 Month 8.20%-7.79%0.99%0.96%2.90%60.00%
3 Months 20.10%-9.06%2.83%1.27%-1.27%58.33%
6 Months 31.82%-13.96%5.30%2.54%1.39%60.00%
1 Year 48.62%-15.86%8.85%6.42%14.15%64.10%
2 Years 32.83%-12.94%7.88%9.86%21.58%66.67%
3 Years 29.39%1.91%18.46%19.81%2.30%100.00%
5 Years ------

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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