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Danske Invest Norge II

Ranked 22 out of 51 in - Norway over 12 months
All calculations are in NOK unless stated

Managed by

Håkon Persen Søderstrøm

Håkon Persen Søderstrøm was born in Norway in 1956. He graduated with a degree in finance from Oslo University and began his career at Fellesbanken in 1981. In 1983 he joined Fondsfinans where he worked for 22 years. Håkon is now vice president of investment management at Danske Capital where he runs Norwegian equity funds.

Objective

The Fund invests in a wide range of the leading companies listed on the Oslo Stock Exchange, normally between 25 and 35 companies. The fund invests exclusively in Norwegian shares and is actively managed. This strategy involves to deviate from the index, and that the return can both be higher or lower than this.

Performance

Norway over : 30/09/2016 - 30/09/2017
  • Rank 22/51 Total Return
  • Rank 11/51 Standard Deviation
  • Rank 14/51 Max Drawdown
Fund Name Currency Return
20 Danske Invest Norske Aksjer Institusjon II NOK

24.1%

21 Eika Spar NOK

24.0%

22 Danske Invest Norge II NOK

23.8%

23 DNB Norge Selektiv (III) NOK

23.7%

24 Landkreditt Utbytte NOK

23.6%

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 -0.2% 4.1% 8.9%
2016 14.7% -4.0% 3.3% 5.7% 9.5%
2015 7.8% 6.6% 2.0% -6.6% 6.1%
2014 7.9% 1.4% 6.9% -0.4% 0.0%
2013 20.6% 8.2% -2.0% 6.4% 6.9%
2012 25.0% 16.6% -4.9% 10.9% 1.7%
2011 -18.1% 1.1% -5.0% -21.3% 8.3%
2010 24.2% 4.8% -14.1% 14.5% 20.5%
2009 75.0% -0.8% 29.7% 17.2% 16.1%
2008 -48.5% -16.2% 3.8% -23.5% -22.6%
2007 13.4% 4.4% 9.3% -3.2% 2.6%
2006 31.5% 18.8% -4.7% -0.6% 16.9%
2005 36.5% 9.8% 8.5% 14.4% 0.2%
2004 40.2% 12.5% 5.0% 7.0% 11.0%
2003 48.3% -9.7% 29.7% 6.2% 19.2%
2002 -30.4% 6.2% -15.8% -25.2% 4.0%
2001 -12.9% -4.8% 1.4% -19.5% 12.0%
2000 8.4% 2.0% 4.3% 11.8% -8.9%
1999 48.1% 14.2% 9.7% 2.6% 15.2%
1998 -41.3% 6.9% -10.6% -35.6% -4.7%
1997 33.6% 14.6% 6.7% 13.1% -3.4%
1996 40.2% 9.0% 9.4% 1.1% 16.4%
1995 0.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Norway

Fund Info

  • Launch date03/01/1994
  • Share Class size1,951Mn
  • Base currencyNOK
  • ISIN NO0008000460

Purchase Info

  • Min. initial investment50,000
  • Min. regular additional investment400

Charges

  • Annual management1.25%

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