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FIRST Norge Verdi

Ranked 7 out of 56 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 : 31/10/2017 - 31/01/2018
  • Rank 7/56 Total Return
  • Rank 54/56 Standard Deviation
  • Rank 41/56 Max Drawdown
Fund Name Currency Return
5 Danske Invest Norge Vekst NOK

3.9%

6 FIRST Generator S NOK

3.2%

7 FIRST Norge Verdi NOK

3.0%

8 DNB Norge Selektiv (III) NOK

2.5%

9 DNB Norge Selektiv (II) NOK

2.4%

Fund Name Currency Risk
52 Alfred Berg Gambak NOK

13.7

53 FORTE Norge NOK

14.2

54 FIRST Norge Verdi NOK

15.9

55 SEF Swedbank SMB A NOK NOK

18.2

56 FIRST Generator S NOK

21.1

Fund Name Currency Loss
39 SEF Swedbank SMB A NOK NOK

-2.4%

40 ODIN Norge C NOK

-2.5%

41 SEB 1 Norway Focus IC (NOK) NOK

-2.5%

41 FIRST Norge Verdi NOK

-2.5%

43 Pareto Aksje Norge I NOK

-2.5%

Total Return

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
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 size124Mn
  • 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).