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Delphi Norge

Ranked 36 out of 51 in - Norway over 12 months
All calculations are in NOK unless stated

Managed by

Tian Tollefsen

Objective

The fund aims to provide the highest risk-adjusted returns by investing in companies which are listed on the Oslo Stock Exchange. The fund will have between 80 and 100% of assets invested in stocks, while up to 20% may be invested in bank deposits. The portfolio usually consists of 30-40 large, medium and small companies from a minimum of five sectors.

Performance

Norway over : 31/01/2017 - 31/01/2018
  • Rank 36/51 Total Return
  • Rank 33/51 Standard Deviation
  • Rank 46/51 Max Drawdown
Fund Name Currency Return
34 FORTE Norge NOK

12.3%

35 C WorldWide Norge NOK

12.2%

36 Delphi Norge NOK

12.1%

37 Alfred Berg Aktiv NOK

11.9%

38 Verdipapirfondet Vibrand Norden NOK

11.5%

Fund Name Currency Loss
44 Alfred Berg Aktiv NOK

-4.0%

45 Alfred Berg Gambak NOK

-4.1%

46 Delphi Norge NOK

-4.5%

47 DNB SMB NOK

-4.6%

48 FIRST Generator S NOK

-6.7%

Total Return

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
2017 14.0% 4.0% -2.8% 9.3% 3.1%
2016 24.9% -0.6% 5.3% 7.0% 11.5%
2015 1.6% 1.7% 3.5% -4.3% 0.9%
2014 11.7% 2.8% 7.7% 1.0% 0.0%
2013 32.2% 4.4% 4.5% 6.0% 14.3%
2012 15.8% 15.1% -7.1% 11.1% -2.5%
2011 -20.9% 1.1% -6.9% -21.2% 6.7%
2010 23.6% 7.4% -13.2% 10.1% 20.4%
2009 80.3% -1.5% 29.2% 19.1% 19.0%
2008 -53.9% -14.6% 9.4% -29.2% -30.4%
2007 16.7% 5.0% 11.9% -3.0% 2.4%
2006 23.3% 13.0% -7.6% 0.8% 17.2%
2005 54.4% 12.0% 9.2% 25.3% 0.7%
2004 44.1% 12.9% 4.4% 5.0% 16.5%
2003 68.8% -7.2% 31.9% 10.8% 24.4%
2002 -44.8% 5.7% -26.0% -31.8% 3.6%
2001 -17.8% -6.2% 4.1% -26.6% 14.8%
2000 23.2% 19.7% 5.7% 21.0% -19.5%
1999 59.5% 6.9% 5.5% -0.5% 42.0%
1998 -30.8% 8.3% -10.4% -33.6% 7.5%
1997 59.4% 24.1% 5.3% 21.1% 0.7%
1996 52.5% 5.5% 11.6% 4.6% 23.8%
1995 12.7% 9.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Norway

Fund Info

  • Launch date03/06/1994
  • Share Class size1,376Mn
  • Base currencyNOK
  • ISIN NO0010039688

Purchase Info

  • Min. initial investment300
  • Min. regular additional investment0

Charges

  • Annual management2.00%
  • Initial investment0

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