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C WorldWide Aksje Norge III

Ranked 35 out of 51 in - Norway over 12 months
All calculations are in NOK unless stated

Objective

The fund's investment philosophy is to identify and invest in sectors and companies that are expected to grow more than the economy in general. The fund invests mainly in liquid companies listed on the Oslo Stock Exchange and has normally a long investment horizon of equity investments. At least 90% of the portfolio will be in listed companies and up to 10% of the portfolio in unlisted shares.

Performance

Norway over : 31/12/2016 - 31/12/2017
  • Rank 35/51 Total Return
  • Rank 38/51 Standard Deviation
  • Rank 37/51 Max Drawdown
Fund Name Currency Return
33 DNB Norge NOK

14.4%

34 Alfred Berg Aktiv NOK

14.4%

35 C WorldWide Aksje Norge III NOK

14.1%

36 PLUSS Aksje NOK

14.1%

37 Delphi Norge NOK

14.0%

Fund Name Currency Risk
37 C WorldWide Norge NOK

8.9

38 C WorldWide Aksje Norge III NOK

9.0

39 Danske Invest Norge Vekst NOK

9.2

40 Alfred Berg Aktiv NOK

9.3

Fund Name Currency Loss
37 C WorldWide Aksje Norge III NOK

-3.1%

38 DNB Norge Selektiv (I) NOK

-3.1%

39 Alfred Berg Norge [Classic] NOK

-3.1%

Total Return

Quarterly Performance

to 31/12/2017 Annual Q1 Q2 Q3 Q4
2017 14.1% -0.1% -1.4% 11.2% 4.1%
2016 14.0% -4.6% 4.4% 4.1% 9.9%
2015 8.7% 3.7% 3.5% -5.1% 6.8%
2014 13.4% 0.3% 8.6% 0.5% 3.5%
2013 23.2% 6.2% -0.9% 5.5% 11.0%
2012 19.9% 12.1% -4.7% 12.1% 0.1%
2011 -17.9% 1.3% -6.2% -21.0% 9.4%
2010 25.4% 5.8% -15.6% 18.0% 19.1%
2009 67.0% 1.4% 27.2% 14.9% 12.7%
2008 -55.2% -16.4% 11.6% -31.6% -29.7%
2007 15.4% 5.4% 10.1% -1.4% 0.8%
2006 37.3% 19.8% -3.1% -2.5% 21.2%
2005 44.9% 9.9% 11.0% 17.4% 1.1%
2004 43.0% 13.4% 5.8% 8.2% 10.2%
2003 47.9% -10.2% 27.0% 6.4% 21.8%
2002 -22.8% 2.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Norway

Fund Info

  • Launch date30/04/2002
  • Share Class size971Mn
  • Base currencyNOK
  • ISIN NO0010040231

Purchase Info

  • Min. initial investment200Mn
  • Min. regular additional investment0

Charges

  • Annual management0.30%
  • Initial investment0.3

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