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Alfred Berg Aktiv

Ranked 13 out of 54 in - Norway over 12 months
All calculations are in NOK unless stated

Objective

The Fund is an actively managed equity fund that primarily invests in Norwegian securities listed on Oslo Stock Exchange. The Fund has a relatively broad framework which gives the Fund the opportunity to deviate from its benchmark at both the company and industry level. The portfolio will normally consist of 30-50 companies. The Fund is a UCITS fund and have the opportunity to invest in derivatives.

Performance

Norway over : 31/03/2017 - 31/03/2018
  • Rank 13/54 Total Return
  • Rank 40/54 Standard Deviation
  • Rank 32/54 Max Drawdown
Fund Name Currency Return
11 Landkreditt Utbytte NOK

15.2%

12 Storebrand Verdi A NOK

15.2%

13 Alfred Berg Aktiv NOK

14.8%

14 PLUSS Markedsverdi NOK

14.4%

15 Arctic Norwegian Equities II A NOK

14.3%

Fund Name Currency Risk
38 C WorldWide Norge NOK

9.7

39 C WorldWide Aksje Norge III NOK

9.8

40 Alfred Berg Aktiv NOK

9.8

41 Storebrand Vekst NOK

10.2

42 DNB SMB NOK

10.2

Fund Name Currency Loss
30 DNB Norge Selektiv (I) NOK

-3.9%

31 DNB Norge NOK

-4.0%

32 Alfred Berg Aktiv NOK

-4.0%

33 Alfred Berg Gambak NOK

-4.1%

34 Nordea Kapital NOK

-4.2%

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -1.4%
2017 14.4% -1.8% 3.9% 10.3% 1.6%
2016 15.6% -4.3% 3.8% 7.4% 8.3%
2015 17.3% 7.6% 4.0% -3.7% 8.8%
2014 19.1% 2.6% 11.1% 0.6% 3.9%
2013 22.5% 8.9% -1.9% 6.8% 7.3%
2012 21.4% 17.3% -6.6% 10.9% -0.1%
2011 -26.0% -0.7% -7.6% -23.9% 5.8%
2010 27.0% 6.2% -15.7% 15.4% 23.0%
2009 71.8% -2.1% 30.2% 14.3% 17.9%
2008 -56.1% -15.7% 10.6% -34.2% -28.3%
2007 13.8% 6.8% 13.0% -6.2% 0.5%
2006 29.7% 22.1% -3.7% -4.9% 15.9%
2005 62.0% 15.7% 14.2% 21.1% 1.2%
2004 13.4% 4.6% -5.8% 0.7% 14.3%
2003 55.1% -8.6% 28.4% 8.3% 22.1%
2002 -29.0% 10.5% -18.7% -26.0% 6.7%
2001 -18.5% -4.3% 1.9% -23.8% 9.8%
2000 3.0% 16.8% 0.0% 10.7% -20.3%
1999 72.0% 10.3% 14.2% 6.4% 28.3%
1998 -53.1% 3.7% -16.9% -36.6% -14.1%
1997 55.8% 21.6% 7.3% 23.9% -3.6%
1996 88.4% 25.2% 11.4% 8.7% 24.2%
1995 9.4% -2.4%
1994 1.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Norway
  2. Sweden

Fund Info

  • Launch date29/12/1992
  • Share Class size1,659Mn
  • Base currencyNOK
  • ISIN NO0010089444

Purchase Info

  • Min. initial investment300
  • Min. regular additional investment1,000

Charges

  • Initial investment0

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).