Öhman Global Småbolag
About the fund
Öhman Global Småbolag is an actively managed global equity fund with a focus on both value and growth among smaller companies, identifying investment themes based on global megatrends. The fund aims to outperform the performance of small and medium-sized companies in the global equity markets. It invests in small and medium-sized companies across various countries and industries. Companies the fund invests in must have a market capitalization of less than five billion U.S. dollars at the time of investment.
The fund is suitable for you if you:
- Want exposure to smaller companies that are clearly benefiting from global megatrends
- Want to invest sustainably in small-cap companies worldwide
- Want a concentrated global portfolio of smaller companies with higher risk and potential than larger global companies
Documents
Fact sheet
Historical performance scenarios
Sustainability
Sustainability and active ownership are key to long-term returns. Before each new investment, we conduct a sustainability analysis of the company and ensure that it is not affected by Lannebo’s exclusion criteria. In addition, we are committed active owners and work closely with our portfolio companies and other investors to promote sustainable development for the companies and society. To ensure we are making progress, we continuously monitor sustainability risks and opportunities and evaluate the fund’s sustainability performance. More information can be found in the fund’s sustainability-related disclosures.
Data source: MSCI
Other share class
| Merchant class | Nav | Nav date |
|---|---|---|
| Merchant classÖhman Global Småbolag B | Nav135.01 SEK | Nav date2025-09-12 |
Risk information
Past performance is no guarantee of future returns. The money you invest in a fund can both increase and decrease in value and it is not certain that you will get back the full amount invested.
NAV
162.19 SEKUpdated
2025-09-12Basic fund facts
| Start date | 2019-12-10 |
|---|---|
| Risk | 4/7 |
| Bankgiro | - |
| ISIN | SE0013041654 |
| Ongoing costs | 1.55% |
| Transaction fee | 0.15% |
| Total cost | 1.7% |
| Benchmark index official name* | MSCI AC Small Cap Total Return Net |