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Carnegie Småbolagsfond A – Named Best Swedish Equity Fund of 2024

By Thomas Fogelberg

Investment analysis firm Inveztly has recognized Carnegie Småbolagsfond A as Sweden’s best equity fund of 2024. The award highlights the fund’s outstanding risk management and strong performance, achieving a Sharpe ratio of 2.35 and an impressive 23% return for the year.

“This recognition is a testament to our commitment to finding unique investment opportunities,” says Mattias Montgomery, fund manager at Carnegie Småbolagsfond. “We dare to take our own path, focusing on undervalued gems rather than overbought market favorites.”

With this achievement, Carnegie Småbolagsfond A has secured Triple Alpha, the highest rating in its category.

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