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Storebrand Norge Pluss

Ranked 52 out of 55 in - Norway over 12 months
All calculations are in NOK unless stated

Managed by

Alf Inge Gjerde

Objective

Storebrand Norge Pluss aims to achieve long-term excess return mainly by investing in shares listed on Oslo Brs. The fund is stylistic and has a diversified sectoral composition, but excludes investments in the energy sector. The fund thus refrains from investing in companies that have their main activities related to oil and gas extraction and other related activities. The fund's investments are based on a thorough fundamental analysis, which includes assessing key figures, the company's operations, management, prospects and market position.

Performance

Norway over : 30/06/2017 - 30/06/2018
  • Rank 52/55 Total Return
  • Rank 2/55 Standard Deviation
  • Rank 14/55 Max Drawdown
Fund Name Currency Return
50 Storebrand Vekst NOK

11.0%

51 Landkreditt Utbytte A NOK

10.4%

52 Storebrand Norge Pluss NOK

10.3%

53 Eika Spar NOK

10.2%

54 Storebrand Gl Multifaktor Valutasikret NOK

9.9%

Fund Name Currency Loss
12 Landkreditt Utbytte A NOK

-2.4%

13 SEB 1 Norway Focus IC (NOK) NOK

-2.5%

14 Storebrand Norge Pluss NOK

-2.7%

15 ODIN Norge C NOK

-2.7%

16 PLUSS Aksje NOK

-2.8%

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -2.7% 3.8%
2017 6.1% 2.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Norway

Fund Info

  • Launch date27/04/2017
  • Share Class size903Mn
  • Base currencyNOK
  • ISIN NO0010788284

Purchase Info

  • Min. initial investment100
  • 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).