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FIRST Norge Verdi

Ranked 47 out of 55 in - Norway over 12 months
All calculations are in NOK unless stated

Managed by

Tor Vinje

Objective

The fund is investing in shares listed on the Oslo Stock Exchange. The manager will base his investment decisions on a fundamental process that focuses on valuation and future growth potential for the companies. At least 80% of the portfolio will be invested in Norway. The fund may also invest in other developed markets.

Performance

Norway over : 31/05/2017 - 31/05/2018
  • Rank 47/55 Total Return
  • Rank 48/55 Standard Deviation
  • Rank 54/55 Max Drawdown
Fund Name Currency Return
45 Eika Norge NOK

14.7%

46 SEF First SMB A NOK NOK

12.9%

47 FIRST Norge Verdi NOK

12.6%

48 Verdipapirfondet Vibrand Norden NOK

12.1%

49 Storebrand Norge Pluss NOK

11.1%

Fund Name Currency Risk
46 FORTE Tronder NOK

14.1

47 DNB SMB NOK

14.2

48 FIRST Norge Verdi NOK

14.3

49 DNB Norge Selektiv (I) NOK

14.6

50 DNB Norge Selektiv (II) NOK

14.6

Fund Name Currency Loss
51 Nordea Norge Verdi NOK

-6.0%

52 Fondsfinans Norge NOK

-6.5%

53 FIRST Generator S NOK

-6.6%

54 FIRST Norge Verdi NOK

-7.4%

55 Storebrand Vekst NOK

-9.2%

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -7.4%
2017 -1.5% 10.0% 3.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Norway

Fund Info

  • Launch date02/03/2017
  • Share Class size114Mn
  • Base currencyNOK
  • ISIN NO0010775521

Purchase Info

  • Min. initial investment1
  • 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).