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FIRST Norge Verdi

Ranked 47 out of 55 in - Norway over 3 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 : 30/08/2017 - 30/11/2017
  • Rank 47/55 Total Return
  • Rank 27/55 Standard Deviation
  • Rank 40/55 Max Drawdown
Fund Name Currency Return
45 Eika Norge NOK

2.7%

46 Alfred Berg Aktiv NOK

2.6%

47 FIRST Norge Verdi NOK

2.0%

48 Alfred Berg Gambak NOK

1.6%

49 Landkreditt Utbytte NOK

1.5%

Fund Name Currency Risk
25 Pareto Investment Fund A NOK

11.8

26 Arctic Norwegian Equities II A NOK

11.8

27 FIRST Norge Verdi NOK

11.9

28 DNB Barnefond NOK

11.9

29 Storebrand Norge NOK

12.0

Fund Name Currency Loss
38 Atlas Norge NOK

-2.3%

39 ODIN Norge C NOK

-2.5%

40 SEB 1 Norway Focus IC (NOK) NOK

-2.5%

40 FIRST Norge Verdi NOK

-2.5%

42 KLP AksjeNorge NOK

-2.6%

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Norway

Fund Info

  • Launch date02/03/2017
  • Share Class size126Mn
  • 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).