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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 : 30/11/2016 - 30/11/2017
  • Rank 36/51 Total Return
  • Rank 37/51 Standard Deviation
  • Rank 46/51 Max Drawdown
Fund Name Currency Return
34 Atlas Norge NOK

16.2%

35 DNB Barnefond NOK

16.1%

36 Delphi Norge NOK

16.1%

37 Sbanken Framgang Sammen NOK

15.5%

38 Alfred Berg Norge [Classic] NOK

15.5%

Fund Name Currency Risk
35 DNB Norge NOK

9.2

36 DNB Norge (III) NOK

9.2

37 Delphi Norge NOK

9.2

38 Alfred Berg Aktiv NOK

9.2

38 DNB Norge (IV) NOK

9.2

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 NOK

-6.7%

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 4.0% -2.8% 9.3%
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 9.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Norway

Fund Info

  • Launch date03/06/1994
  • Share Class size1,349Mn
  • 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).