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Alfred Berg Aktiv

Ranked 34 out of 51 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 : 30/09/2016 - 30/09/2017
  • Rank 34/51 Total Return
  • Rank 21/51 Standard Deviation
  • Rank 25/51 Max Drawdown
Fund Name Currency Return
32 PLUSS Markedsverdi NOK

22.3%

33 DNB Norge (III) NOK

22.1%

34 Alfred Berg Aktiv NOK

21.9%

35 DNB Norge NOK

21.6%

36 Eika Alpha NOK

21.2%

Fund Name Currency Risk
19 PLUSS Aksje NOK

7.1

20 Nordea Avkastning NOK

7.2

21 Alfred Berg Aktiv NOK

7.5

22 Storebrand Norge I NOK

7.5

23 Alfred Berg Humanfond NOK

7.6

Fund Name Currency Loss
23 Danske Invest Norge Vekst NOK

-2.0%

24 Eika Alpha NOK

-2.2%

25 Alfred Berg Aktiv NOK

-2.2%

26 KLP AksjeNorge NOK

-2.3%

27 Storebrand Optima Norge A NOK

-2.4%

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 -1.8% 3.9% 10.3%
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 -2.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Norway
  2. Sweden

Fund Info

  • Launch date29/12/1992
  • Share Class size1,576Mn
  • 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).