Atlant Edge

Atlant Fonder AB

Strategy Description

Atlant Edge is an actively-managed hedge fund trading equity-related derivatives such as futures and options on the OMXS30 index, which consists of the 30 most traded Swedish stocks. The fund’s derivative strategies are supplemented by investments in Nordic corporate bonds and medium-term notes. Atlant Edge’s objective is to generate returns that systematically exceed the yield on the 90-day Swedish treasury bills and outperform the OMXS30 index at least 8 out of 10 years.

Fund Information

General Information

NHX CategoryDiversified
NHX CountrySweden
Legal StructureSwedish Special Fund
Fund DomicileSweden
Minimum Investment50,000 SEK
AUM119M SEK
Inception DateJul 2002
Management Fee1.00%
Performance Fee20.00%
SFDR Classification -

Company Information

CompanyAtlant Fonder AB
Investor RelationsPeter Beckman
AddressSkomakaregatan 13
Lund, 223 50
Phone046-39 39 69
E-mail[email protected]
Websitewww.atlantfonder.se
Social Media

Monthly Performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Year
2024 -1.22 -0.26 2.88 -0.30 4.81 0.87 0.07 3.13 4.46 6.67 -0.35 22.43
2023 2.98 0.08 -3.51 1.65 -0.83 -1.63 0.63 -1.83 -0.31 -2.52 -1.33 7.92 0.80
2022 -3.14 -2.65 -0.39 -2.13 -0.97 -5.04 0.56 1.56 -4.78 -3.25 0.58 1.49 -16.98
2021 1.63 5.81 -0.16 1.07 -0.87 1.41 0.66 -0.16 1.61 -2.14 -1.09 10.51 19.15
2020 3.54 -2.99 -9.09 6.92 -0.03 5.19 2.96 2.53 -1.29 -2.03 10.84 1.60 18.03
2019 0.25 -0.50 -1.23 0.42 -1.52 1.16 -1.16 -2.59 0.69 2.62 0.70 2.28 0.99
2018 2.74 -2.45 -1.03 5.40 0.53 0.50 3.74 4.65 3.13 -6.37 -2.70 -5.09 2.25
2017 1.36 3.67 2.95 3.32 1.09 -2.55 -6.17 -2.15 5.09 3.37 -7.78 -5.51 -4.30
2016 -9.30 -1.50 -1.75 1.80 0.22 -9.30 5.30 4.70 1.20 2.50 5.60 9.20 7.12
2015 7.10 5.00 -1.90 -1.20 5.10 -7.50 3.00 -8.10 -6.50 7.30 5.90 -11.10 -5.26
2014 -3.30 5.70 1.00 2.80 4.50 -2.30 0.10 0.40 1.30 -6.20 4.30 -0.90 6.95
2013 5.70 1.50 1.60 3.00 1.90 -6.80 9.90 -1.50 4.80 3.80 2.80 3.00 32.95
2012 5.40 5.50 -0.50 1.20 -5.70 3.40 4.90 0.90 3.10 -4.50 3.60 4.00 22.59
2011 0.60 -1.70 0.00 4.30 -2.90 -4.40 -7.10 -10.00 -1.80 0.90 2.00 2.10 -17.40
2010 -2.10 0.40 4.50 5.50 -9.20 4.30 6.80 -3.00 7.00 1.70 1.20 6.20 24.34
2009 -3.46 0.13 4.11 13.17 2.58 4.33 12.07 7.01 3.69 4.28 3.70 2.50 68.00
2008 -3.93 0.62 3.74 -2.60 -0.18 -8.75 -1.31 -4.91 -16.06 -7.02 0.61 -1.71 -35.56
2007 -0.58 -5.15 4.19 3.12 0.10 -1.40 2.40 -1.35 0.02 -2.32 -8.79 -3.78 -13.39
2006 3.65 0.00 0.07 0.00 0.20 1.28 0.10 0.55 3.04 2.35 -1.40 1.90 12.26
2005 1.37 0.22 1.22 0.46 3.40 1.28 2.64 -2.44 4.20 0.16 1.25 4.68 19.83
2004 8.97 5.15 1.70 3.51 -0.71 1.27 1.15 -2.34 0.77 0.06 0.91 -0.03 21.87
2003 -3.30 -1.01 5.31 1.07 10.49 2.29 10.25 7.23 -1.62 8.19 -1.84 2.11 45.23
2002 3.52 0.36 3.58 23.49 9.67 6.55 55.29

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 -47.38% 18 18 08/2007 07/2010
2 -32.83% 13 11 06/2015 05/2017
3 -23.78% 5 16 05/2011 01/2013
4 -22.45% 23 11 01/2022 10/2024
5 -20.26% 18 8 10/2018 11/2020

Drawdown

Up Capture vs. NHX Composite

Down Capture vs. NHX Composite

Time Window Analysis

3 Months6 Months1 Year2 Years3 Years
Avg. Monthly Return3.55%2.44%2.35%0.94%0.35%
% Positive66.67%83.33%66.67%54.17%47.22%
Avg. Pos. Period5.56%3.04%3.85%2.89%2.99%
Avg. Neg. Period-0.35%-0.35%-0.53%-1.28%-1.92%
Sharpe Ratio4.253.392.841.210.42
Sortino Ratio61.1959.5721.252.970.68
Monthly Volatility2.93%2.52%2.92%2.81%3.34%

Return Report

Period BestWorstAverageMedianLastWinning %
1 Month 23.49%-16.06%0.92%0.90%-0.35%62.45%
3 Months 44.30%-25.78%2.85%1.99%11.03%67.04%
6 Months 55.29%-33.29%5.65%5.77%15.58%68.94%
1 Year 103.47%-42.81%11.12%9.38%32.12%67.05%
2 Years 173.53%-45.80%20.03%12.68%25.25%69.11%
3 Years 197.33%-41.64%27.60%19.86%13.23%77.35%
5 Years 269.72%-22.81%43.79%26.31%47.39%86.19%

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

Atlant Edge is an actively-managed hedge fund trading equity-related derivatives such as futures and options on the OMXS30 index, which consists of the 30 most traded Swedish stocks. The fund’s derivative strategies are supplemented by investments in Nordic corporate bonds and medium-term notes. Atlant Edge’s objective is to generate returns that systematically exceed the yield on the 90-day Swedish treasury bills and outperform the OMXS30 index at least 8 out of 10 years.

Fund Information

General Information

NHX CategoryDiversified
NHX CountrySweden
Legal StructureSwedish Special Fund
Fund DomicileSweden
Minimum Investment50,000 SEK
AUM119M SEK
Inception DateJul 2002
Management Fee1.00%
Performance Fee20.00%
SFDR Classification -

Company Information

CompanyAtlant Fonder AB
Investor RelationsPeter Beckman
AddressSkomakaregatan 13
Lund, 223 50
Phone046-39 39 69
E-mail[email protected]
Websitewww.atlantfonder.se
Social Media

Monthly Performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Year
2024 -1.22 -0.26 2.88 -0.30 4.81 0.87 0.07 3.13 4.46 6.67 -0.35 22.43
2023 2.98 0.08 -3.51 1.65 -0.83 -1.63 0.63 -1.83 -0.31 -2.52 -1.33 7.92 0.80
2022 -3.14 -2.65 -0.39 -2.13 -0.97 -5.04 0.56 1.56 -4.78 -3.25 0.58 1.49 -16.98
2021 1.63 5.81 -0.16 1.07 -0.87 1.41 0.66 -0.16 1.61 -2.14 -1.09 10.51 19.15
2020 3.54 -2.99 -9.09 6.92 -0.03 5.19 2.96 2.53 -1.29 -2.03 10.84 1.60 18.03
2019 0.25 -0.50 -1.23 0.42 -1.52 1.16 -1.16 -2.59 0.69 2.62 0.70 2.28 0.99
2018 2.74 -2.45 -1.03 5.40 0.53 0.50 3.74 4.65 3.13 -6.37 -2.70 -5.09 2.25
2017 1.36 3.67 2.95 3.32 1.09 -2.55 -6.17 -2.15 5.09 3.37 -7.78 -5.51 -4.30
2016 -9.30 -1.50 -1.75 1.80 0.22 -9.30 5.30 4.70 1.20 2.50 5.60 9.20 7.12
2015 7.10 5.00 -1.90 -1.20 5.10 -7.50 3.00 -8.10 -6.50 7.30 5.90 -11.10 -5.26
2014 -3.30 5.70 1.00 2.80 4.50 -2.30 0.10 0.40 1.30 -6.20 4.30 -0.90 6.95
2013 5.70 1.50 1.60 3.00 1.90 -6.80 9.90 -1.50 4.80 3.80 2.80 3.00 32.95
2012 5.40 5.50 -0.50 1.20 -5.70 3.40 4.90 0.90 3.10 -4.50 3.60 4.00 22.59
2011 0.60 -1.70 0.00 4.30 -2.90 -4.40 -7.10 -10.00 -1.80 0.90 2.00 2.10 -17.40
2010 -2.10 0.40 4.50 5.50 -9.20 4.30 6.80 -3.00 7.00 1.70 1.20 6.20 24.34
2009 -3.46 0.13 4.11 13.17 2.58 4.33 12.07 7.01 3.69 4.28 3.70 2.50 68.00
2008 -3.93 0.62 3.74 -2.60 -0.18 -8.75 -1.31 -4.91 -16.06 -7.02 0.61 -1.71 -35.56
2007 -0.58 -5.15 4.19 3.12 0.10 -1.40 2.40 -1.35 0.02 -2.32 -8.79 -3.78 -13.39
2006 3.65 0.00 0.07 0.00 0.20 1.28 0.10 0.55 3.04 2.35 -1.40 1.90 12.26
2005 1.37 0.22 1.22 0.46 3.40 1.28 2.64 -2.44 4.20 0.16 1.25 4.68 19.83
2004 8.97 5.15 1.70 3.51 -0.71 1.27 1.15 -2.34 0.77 0.06 0.91 -0.03 21.87
2003 -3.30 -1.01 5.31 1.07 10.49 2.29 10.25 7.23 -1.62 8.19 -1.84 2.11 45.23
2002 3.52 0.36 3.58 23.49 9.67 6.55 55.29

Portfolio Managers

     
No data filled

Return Statistics

Last Month Return -0.35%
3 Month Return 11.03%
Year to Date Return 22.43%
12 Month Return 32.12%
36 Month Return 13.23%
Total Return Annualized 10.28%
Winning Months (%) 62.45%
Average Winning Month 3.40%
Average Losing Month -3.32%
Total Return Cumulative 796.86%

Risk Statistics (12M)

1 Year
Sharpe Ratio2.84
Sortino Ratio21.25
Sterling2.80
Calmar21.84
Skewness0.65
Kurtosis-0.38
Maximum Drawdown-1.47%
Correlation vs S&P 5000.08
Annualized Volatility10.11%
Annualized Down. Deviation1.38%

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 -47.38% 18 18 08/2007 07/2010
2 -32.83% 13 11 06/2015 05/2017
3 -23.78% 5 16 05/2011 01/2013
4 -22.45% 23 11 01/2022 10/2024
5 -20.26% 18 8 10/2018 11/2020

Drawdown

Up Capture vs. NHX Composite

Down Capture vs. NHX Composite

Time Window Analysis

3 Months6 Months1 Year2 Years3 Years
Avg. Monthly Return3.55%2.44%2.35%0.94%0.35%
% Positive66.67%83.33%66.67%54.17%47.22%
Avg. Pos. Period5.56%3.04%3.85%2.89%2.99%
Avg. Neg. Period-0.35%-0.35%-0.53%-1.28%-1.92%
Sharpe Ratio4.253.392.841.210.42
Sortino Ratio61.1959.5721.252.970.68
Monthly Volatility2.93%2.52%2.92%2.81%3.34%

Return Report

Period BestWorstAverageMedianLastWinning %
1 Month 23.49%-16.06%0.92%0.90%-0.35%62.45%
3 Months 44.30%-25.78%2.85%1.99%11.03%67.04%
6 Months 55.29%-33.29%5.65%5.77%15.58%68.94%
1 Year 103.47%-42.81%11.12%9.38%32.12%67.05%
2 Years 173.53%-45.80%20.03%12.68%25.25%69.11%
3 Years 197.33%-41.64%27.60%19.86%13.23%77.35%
5 Years 269.72%-22.81%43.79%26.31%47.39%86.19%

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.