March was a weak month for financial markets. Crescit's defensive funds weathered the turbulence relatively well, with Crescit returning -1.5% and Protect losing -3.6% compared to
Crescit returned slightly worse than indicated in March as the fixed income portfolio contributed negatively during the month. The previously reduced exposure to the equity market served us well and
Protect continues to weather market turbulence well, losing only -3.60% in March compared to global stocks that fell -4.64%. The protection program delivers well
The stock market year started strongly in Europe and the Nordics, while global stocks had a somewhat more difficult time. The fact that American technology companies were trading sideways initially dampened the performance of the global index.
Crescit's fund Protect has been defined as a mixed fund by Morningstar and in that category the fund has been awarded 4 stars for its five-year performance. Read
During February, the market was characterized by great uncertainty and rapid swings, which made it challenging for managers to navigate. The Crescit funds, which are well-suited for
Protect performed well during January with a strong absolute return of 2.3% at a significantly lower risk than equities. During the month we worked actively
January was a strong month for Crescit, with a return of +3.64% in the main fund, the fifth best month ever. A tactical overweight to European stock markets,
Crescit performed better than expected in January. Our short-term overweight to equities in general and Europe in particular was very beneficial. January's return of +3.64 % was