Carnegie tops poll of distributors & selectors in Sweden

The Fund Distributors & Selectors 2016 Sweden report published by TNS Sifo Prospera has ranked Carnegie Fonder first among distributors and selectors active in the Swedish market, for the second year in a row.

Along with Lannebo Fonder (second place) and Catella Fonder (fourth place), local managers took three out of the top five positions. BlackRock (third) and JP Morgan (fifth) were the international brands with highest visibility according to the methodology.

Some 51 sources were surveyed for the results, including insurance companies, private banking firms, and fund selectors and advisers. They were asked their views on areas such as fund development, management processes, sales staff competencies, fund administration, product information and brand.

The research was undertaken by TNS Sifo Prospera in October and November 2016.

13.81Carnegie Fonder
23.78Lannebo Fonder
43.61Catella Fonder
53.6JP Morgan
Source: TNS Sifo Prospera

The results mirror the same survey carried out a year ago ( ) when Carnegie Fonder also topped the rankings.

Hans Hedström, CEO of Carnegie Fonder, said the results of the survey indicated that “increasing numbers appreciate Carnegie Fonder’s investment philosophy – focused value investing.”


Jonathan Boyd
Editorial Director of Open Door Media Publishing Ltd, and Editor of InvestmentEurope. Jonathan has over two decades of media experience in Japan, Australia, Canada and the UK. Over the past 17 years he has been based in London writing about funds and investments. From editing the newsletter of the Swedish Chamber of Commerce in Japan in the 1990s he now focuses on Nordic markets for InvestmentEurope. Jonathan was awarded Editor of the Year at the Professional Publishers Association (PPA) Independent Publisher Awards 2017. Shortlisted for the same in 2016, he was also shortlisted in 2017 and 2015 for the broader PPA Awards category Editor of the Year (Business Media).

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