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Danske Invest Norske Aksjer Institusjon II

Ranked 5 out of 54 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

Most of the funds are invested 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 equities. The Fund is actively managed. This means the fund is trying to find the investments that will contribute to the highest risk-adjusted return. This strategy implies that the fund will differ from the index, and that return may be both higher and lower than this.

Performance

Norway over : 31/03/2017 - 31/03/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -0.5%
2017 17.1% -0.2% 4.1% 9.0% 3.3%
2016 14.9% -4.0% 3.4% 5.7% 9.5%
2015 8.2% 6.7% 2.2% -6.5% 6.1%
2014 8.6% 1.5% 7.0% -0.3% 0.3%
2013 20.9% 8.3% -2.0% 6.4% 7.0%
2012 25.6% 16.7% -4.8% 11.1% 1.8%
2011 -17.9% 1.1% -5.0% -21.2% 8.4%
2010 24.1% 4.8% -13.9% 14.6% 20.0%
2009 75.3% -0.7% 29.9% 17.1% 16.1%
2008 -48.7% -16.5% 5.2% -24.2% -23.0%
2007 15.0% 3.8% 9.7% -1.8% 2.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France
  2. Norway

Fund Info

  • Launch date28/11/2006
  • Share Class size9,076Mn
  • Base currencyNOK
  • ISIN NO0010340748

Purchase Info

  • Min. initial investment3Mn
  • Min. regular additional investment0

Charges

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