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Nordea Avkastning

Ranked 6 out of 51 in - Norway over 12 months
All calculations are in NOK unless stated

Managed by

Jakob Vossgård

Objective

The Fund invest broadly in the Norwegian stock market. The Fund is actively managed and it invests broadly across all sectors. It may invest up to 15% of the fund in the corresponding companies on foreign exchanges. The Fund may use options and other financial instruments to facilitate the management of fund's assets, reduce costs and / or maintain exposure.

Performance

Norway over : 31/01/2017 - 31/01/2018
  • Rank 6/51 Total Return
  • Rank 10/51 Standard Deviation
  • Rank 10/51 Max Drawdown
Fund Name Currency Return
4 Nordea 1 - Norwegian Equity BP NOK NOK

19.7%

5 Nordea Norge Verdi NOK

19.1%

6 Nordea Avkastning NOK

18.2%

7 Nordea Kapital NOK

17.7%

8 Storebrand Norge I NOK

17.3%

Fund Name Currency Risk
10 Nordea Avkastning NOK

7.0

11 Nordea Norge Pluss NOK

7.3

12 PLUSS Markedsverdi NOK

7.3

12 Storebrand Verdi NOK

7.3

Fund Name Currency Loss
9 Danske Invest Norge I NOK

-1.6%

10 Nordea Avkastning NOK

-1.7%

11 Nordea Norge Pluss NOK

-1.7%

12 Nordea 1 - Norwegian Equity BP NOK NOK

-1.7%

Total Return

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
2017 21.1% 3.4% 2.8% 9.5% 4.2%
2016 22.0% -3.2% 4.4% 6.6% 13.2%
2015 6.8% 6.6% 2.1% -7.9% 6.5%
2014 5.3% -0.1% 8.7% -1.4% -1.6%
2013 24.6% 6.0% -0.5% 6.7% 10.7%
2012 16.9% 14.8% -7.5% 10.3% -0.2%
2011 -18.3% 0.0% -6.1% -19.5% 8.1%
2010 22.9% 4.9% -14.6% 16.0% 18.1%
2009 74.5% 1.5% 28.6% 16.5% 14.7%
2008 -56.3% -16.9% 7.0% -30.9% -28.8%
2007 10.6% 3.8% 9.0% -3.6% 1.4%
2006 30.8% 16.4% -3.7% -1.8% 18.7%
2005 40.4% 8.3% 9.6% 16.0% 2.0%
2004 35.9% 11.5% 5.5% 5.6% 9.4%
2003 48.7% -11.3% 27.6% 8.4% 21.1%
2002 -37.2% 4.9% -18.7% -27.5% 1.5%
2001 -15.0% -4.3% 2.1% -22.6% 12.2%
2000 1.2% 1.3% 4.6% 8.7% -12.2%
1999 44.9% 10.6% 10.2% 2.3% 16.3%
1998 -26.6% 4.9% -7.1% -27.5% 4.0%
1997 30.8% 10.6% 11.9% 10.4% -4.3%
1996 29.7% 4.1% 7.2% 1.2% 14.8%
1995 4.0% -1.0%
1994 5.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Norway

Fund Info

  • Launch date01/02/1981
  • Share Class size3,807Mn
  • Base currencyNOK
  • ISIN NO0010325699

Purchase Info

  • Min. initial investment100
  • Min. regular additional investment100

Charges

  • Annual management1.50%
  • Initial investment1.5

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