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FORTE Tronder

Ranked 49 out of 51 in - Norway over 12 months
All calculations are in NOK unless stated

Managed by

Jomar Kilnes

Jomar Kilnes is a portfolio manager at Forte Fondsforvaltning AS. He currently manages the FORTE Norge, FORTE Trønder and FORTE Global funds. Kilnes started his career in the finance department of Exxon Mobil and later became chief accountant at Norske Hydro. He then moved to the USA and Bahamas, where he became a financial advisor in a family owned company, finalising several private equity and direct investments in Eastern Europe. Kilnes then started a 14 year career as an analyst and portfolio manager at Green Cay Asset Management, a long/short global equity hedge fund in Nassau, Bahamas. Kilnes studied at University of Lund, Sweden, and has a MBA from Thunderbird School of Global Management in Phoenix, Arizona.

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 : 31/01/2017 - 31/01/2018
  • Rank 49/51 Total Return
  • Rank 51/51 Standard Deviation
  • Rank 50/51 Max Drawdown
Fund Name Currency Return
47 Pareto Investment Fund A NOK

9.2%

48 Eika Norge NOK

8.5%

49 FORTE Tronder NOK

4.0%

50 DNB SMB NOK

0.4%

51 Storebrand Vekst NOK

-8.3%

Fund Name Currency Risk
47 Alfred Berg Gambak NOK

10.8

48 Fondsfinans Norge NOK

11.4

49 FORTE Norge NOK

13.3

50 FIRST Generator S NOK

14.2

51 FORTE Tronder NOK

16.8

Fund Name Currency Loss
47 DNB SMB NOK

-4.6%

48 FIRST Generator S NOK

-6.7%

49 FORTE Norge NOK

-6.8%

50 FORTE Tronder NOK

-10.5%

51 Storebrand Vekst NOK

-12.3%

Total Return

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
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 size210Mn
  • 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).