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Frequently Asked Questions of the Sifter Fund

In the FAQ section, you will find answers to frequently asked questions. If you cannot find an answer to your question, send us a message or call us and we will assist you.

Stock picking & allocation

What are the most important factors when picking a new company for your portfolio?

How many investments do you make yearly?

Are you always 100 % in stocks?

What do you do if the prices in the stock market fall?

How many companies do you have in your portfolio?

Are the companies in your portfolio of the same weight?

Why have you invested so much in ICT companies and the US?

Is Sifter a so-called value-investing fund?

How does Sifter describe a quality company?

Who makes the investment decisions of Sifter?

Why does Sifter not invest in energy companies?

Why does Sifter not invest in banks?

How does Sifter take to account the ESG factors in investing?

How do you compare the companies inside the portfolio?

Why would Sifter be a better investment than a passive index or an ETF fund?

Fund fees

What are the costs of the Fund?

Could you explain more about the high-water mark related to the performance fee?

Why does the fact sheet say there is a 1.5% entry and exit fee but a 0 % entry fee on the www-sites?

Fund returns

What are the costs of the Fund?

Are the return figures on the website clean for the investor, e.i. after all fees?

What is the fund’s average annual return (e.g., three years and five years)?

There was a relatively significant decline in return development in 2018. Can you explain what caused this?

How to invest

What are the costs of the Fund?

How can I invest in the Fund?

How quickly can I withdraw money from Sifter Fund?

How come one cannot invest in the Fund through electronic channels?

Can additional investments be smaller than €100,000?

Can I redeem from the Fund, so the investment amount remains below 100 000 euros?

Does the Fund automatically notify the tax administration of ownership information?

Is it possible to invest in Sifter through an insurance cover?

Frequently Asked Questions of the Sifter Fund

Stock picking & allocation

Fund fees

Fund returns

How to invest

Other questions

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