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  • Fund Type: Open-End Fund
  • Objective: Region Fund-Eastern European
  • Asset Class: Equity
  • Geographic Focus: Eastern European Region

GustaviaDavegardh Balkan

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GUSTBAL:SS

187.57 SEK 1.32 0.70%

As of 11:53:03 ET on 05/17/2013.

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Snapshot for GustaviaDavegardh Balkan (GUSTBAL)

Year To Date: - 3-Month: - 3-Year: -5.38% 52-Week Range: 141.50 - 189.87
1-Month: - 1-Year: +22.87% 5-Year: -11.70% Beta vs MSELEMEE: -

Mutual Fund Chart for GUSTBAL

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  • GUSTBAL:SS 187.57
  • 1M
  • 1Y
Interactive GUSTBAL Chart

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Fund Profile & Information for GUSTBAL

GustaviaDavegardh Balkans is an open-end fund registered in Sweden. The Fund's objective is to maximize return. The Fund primarily invests mainly in equity instruments listed on stock exchanges, authorized market places and other regulated and unregulated markets in the Balkan region. The Fund invests in equity and equity-related instruments in the Balkan region.

Inception Date: 10-10-2003 Telephone: 46-8-566-42100
Managers: -
Web Site: www.gustaviadavegardh.se

Fundamentals for GUSTBAL

NAV (on 2013-05-17) 187.57
Assets (M) (on 2012-11-08) 192.89
Fund Leveraged N
Minimum Investment 200.00
Minimum Subsequent Investment 200.00

Dividends for GUSTBAL

Dividend Type Omitted
Dividend Frequency Annual
Last Dividend Net -
Dividend Yield (ttm) -

Fees & Expenses for GUSTBAL

Front Load 0.00
Back Load 0.00
Current Mgmt Fee 2.56
Redemption Fee 0.00
12b1 Fee -
Expense Ratio 2.51

Top Fund Holdings for GUSTBAL

Filing Date: 03/31/2013
Name Position Value % of Total
Fondul Proprietatea SA/Fund 19,000,000 22,916,850 8.957%
Turkiye Halk Bankasi AS 300,000 20,903,853 8.171%
Mercator Poslovni Sistem 20,000 18,899,915 7.387%
Yapi ve Kredi Bankasi AS 850,000 17,140,799 6.700%
OMV Petrom SA 18,000,000 15,597,648 6.097%
Sojaprotein AD Becej 170,000 9,851,991 3.851%
Krka dd Novo mesto 25,000 9,685,997 3.786%
Imlek AD Beograd 40,000 9,206,742 3.599%
Energoprojekt Holding ad Beogr 160,000 8,961,787 3.503%
Komercijalna Banka AD Beograd 70,000 8,479,344 3.314%

Quotes delayed, except where indicated otherwise. Mutual fund NAVs include dividends. All prices in local currency. Time is ET.

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