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FORTE Tronder

Ranked 5 out of 55 in - Norway over 12 months
All calculations are in NOK unless stated

Managed by

Morten Schwartz

Objective

The Fund invests in companies and companies with strong regional ties to Central Norway. This means that either the company's head office, production, value added, capital or roots are in the region. The fund is actively managed. It means that the shares are selected based on their own assessments and analysis of companies. Exchange traded funds (ETFs) may occasionally be used to increase exposure to the market and in other periods to hedge the portfolio.

Performance

Norway over : 31/05/2017 - 31/05/2018
  • Rank 5/55 Total Return
  • Rank 46/55 Standard Deviation
  • Rank 35/55 Max Drawdown
Fund Name Currency Return
3 SEB 1 Norway Focus IC (NOK) NOK

29.4%

4 FORTE Norge NOK

29.3%

5 FORTE Tronder NOK

26.3%

6 DNB Norge Selektiv (III) NOK

26.1%

7 DNB Norge Selektiv (II) NOK

25.7%

Fund Name Currency Risk
44 FORTE Norge NOK

12.8

45 Storebrand Vekst NOK

13.1

46 FORTE Tronder NOK

14.1

47 DNB SMB NOK

14.2

48 FIRST Norge Verdi NOK

14.3

Fund Name Currency Loss
33 Alfred Berg Aktiv NOK

-4.0%

34 Alfred Berg Gambak NOK

-4.1%

35 FORTE Tronder NOK

-4.1%

36 Nordea Kapital NOK

-4.2%

37 DNB Barnefond NOK

-4.2%

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 3.2%
2017 1.2% -12.9% 1.7% 11.0% 2.9%
2016 50.9% 8.6% 11.1% 11.2% 12.5%
2015 17.4% 2.1% 4.6% -1.9% 12.0%
2014 12.8% 4.2% 7.2% 1.9% -0.8%
2013 -0.6% 5.4% 3.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Norway

Fund Info

  • Launch date01/01/2013
  • Share Class size288Mn
  • Base currencyNOK
  • ISIN NO0010665441

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment500

Charges

  • Annual management2.00%
  • Initial investment2

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