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C WorldWide Aksje Norge III

Ranked 41 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 : 30/09/2016 - 30/09/2017
  • Rank 41/51 Total Return
  • Rank 38/51 Standard Deviation
  • Rank 40/51 Max Drawdown
Fund Name Currency Return
39 Skandiabanken Framgang Sammen NOK

20.8%

40 DNB Barnefond NOK

20.4%

41 C WorldWide Aksje Norge III NOK

20.4%

42 C WorldWide Norge NOK

20.3%

43 Alfred Berg Humanfond NOK

18.6%

Fund Name Currency Risk
36 Delphi Norge NOK

8.7

37 C WorldWide Norge NOK

8.8

38 C WorldWide Aksje Norge III NOK

8.8

39 Alfred Berg Gambak NOK

8.9

40 Danske Invest Norge Vekst NOK

9.1

Fund Name Currency Loss
38 DNB Norge Selektiv (II) NOK

-3.1%

38 DNB Norge Selektiv (III) NOK

-3.1%

40 C WorldWide Aksje Norge III NOK

-3.1%

41 DNB Norge Selektiv (I) NOK

-3.1%

42 Fondsfinans Norge NOK

-3.1%

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 -0.1% -1.4% 11.2%
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 size911Mn
  • Base currencyNOK
  • ISIN NO0010040231

Purchase Info

  • Min. initial investment200Mn
  • Min. regular additional investment0

Charges

  • Annual management0.30%
  • Initial investment0.200000002980232

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