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C WorldWide Aksje Norge III

Ranked 11 out of 55 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 : 30/06/2017 - 30/06/2018
  • Rank 11/55 Total Return
  • Rank 39/55 Standard Deviation
  • Rank 21/55 Max Drawdown
Fund Name Currency Return
9 Fondsfinans Norge NOK

27.2%

10 PLUSS Markedsverdi NOK

25.5%

11 C WorldWide Aksje Norge III NOK

25.2%

12 Storebrand Aksje Innland NOK

25.0%

13 KLP AksjeNorge NOK

24.5%

Fund Name Currency Risk
37 C WorldWide Norge NOK

11.6

38 Holberg Norge NOK

11.6

39 C WorldWide Aksje Norge III NOK

11.6

40 Alfred Berg Gambak NOK

11.7

41 PLUSS Aksje NOK

11.8

Fund Name Currency Loss
19 Alfred Berg Norge [Classic] NOK

-3.1%

20 Storebrand Norge NOK

-3.2%

21 C WorldWide Aksje Norge III NOK

-3.3%

22 C WorldWide Norge NOK

-3.5%

23 Holberg Norge NOK

-3.5%

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -3.2% 11.7%
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 size1,085Mn
  • Base currencyNOK
  • ISIN NO0010040231

Purchase Info

  • Min. initial investment200Mn
  • Min. regular additional investment0

Charges

  • Annual management0.30%
  • Initial investment0.30%

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