Factsheet and Information Brochure
Factsheet
Target Market
Costs and charges
Fund rules (194 kB)
Prospectus (439 kB)
Periodic reports
Annual review (PF) (2041 kB)
Semi-annual report (1799 kB)
Marketing material
Brief fund information
XACT BEAR (ETF)
Legal name: XACT BEAR (ETF)
Exchange traded fund Registered in Sweden (Non-UCITS)
Bid
About risk
Historical yields are not a guarantee of future returns. A fund can both increase and decrease in value and it is not guaranteed that you will recover the entire invested amount. Note that a fund with risk level 5-7, as stated in the fund's fact sheet (KID), can vary greatly in value due to the fund's composition and management methodology. The prospectus, fund rules and KID are available under each fund. Summary of investors' rights.
The fund is suitable for those who believe in a downturn on the NASDAQ OMX Nordic Exchange (Stockholm Stock Exchange) and understand the effects of a daily adjusted leverage. This is an exchanged-traded fund that aims to provide a return of approximately 150% of the daily opposite change in the OMXS30 Index, which implies significant risk. For further information, please refer to the fund's prospectus.
The fund is reported as an Article 6 fund pursuant to EU regulation 2019/2088 on sustainability-related disclosures in the financial services sector (SFDR).
The fund is reported as an Article 6 fund pursuant to EU regulation 2019/2088 on sustainability-related disclosures in the financial services sector (SFDR).
Fund manager
Christian Sopov Experience in the fund industry 2007. Portfolio Manager since 19 October 2020.
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The risk indicator provides guidance on the risk level for this product relative to other financial products. It shows the likelihood that the product will decrease in value due to market performance. Risk level 1 represents a low risk and risk level 7 is a high risk.
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Sustainability risks are not integrated into the investment decisions due to the fund’s investment focus. Examples could be funds that solely invest in derivative instruments and liquid assets. The fund is reported as an Article 6 fund pursuant to EU regulation on sustainability-related disclosures in the financial services sector (SFDR). |
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The fund does not have a sustainability rating. This can in part be due to that fund has not had a fund portfolio in which 67% of the holdings have been able to be analyzed over the most recent 12 months. Another reason can be that there are fewer than 30 funds in the same global Morningstar category that could be evaluated pursuant to the above. The rating is developed by the independent fund information company Morningstar. The fund complies with the UN Principles for Responsible Investments. |
Graph
Performance
| Rate 08.05.2024 | 1 week | 1 month | 3 months | 2024 | 1 year | 5 years | 10 years |
|---|---|---|---|---|---|---|---|
| 16.30 SEK | -2.50% | -4.52% | -14.72% | -12.17% | -19.25% | -69.01% | -86.90% |