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Storebrand Norge Pluss

Ranked 29 out of 56 in - Norway over 3 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 : 30/09/2017 - 31/12/2017
  • Rank 29/56 Total Return
  • Rank 8/56 Standard Deviation
  • Rank 13/56 Max Drawdown
Fund Name Currency Return
27 FORTE Tronder NOK

2.9%

28 Storebrand Vekst NOK

2.9%

29 Storebrand Norge Pluss NOK

2.9%

30 DNB Norge (IV) NOK

2.8%

31 SEF Swedbank SMB A NOK NOK

2.8%

Fund Name Currency Risk
6 Landkreditt Utbytte NOK

6.6

7 Eika Spar NOK

6.8

8 Storebrand Norge Pluss NOK

6.8

9 Storebrand Optima Norge A NOK

6.9

10 DNB Norge Selektiv (II) NOK

7.0

Fund Name Currency Loss
11 Holberg Norge NOK

-1.2%

12 Storebrand Verdi NOK

-1.3%

13 Storebrand Norge Pluss NOK

-1.3%

14 DNB Barnefond NOK

-1.3%

15 Landkreditt Utbytte NOK

-1.3%

Total Return

Quarterly Performance

to 31/12/2017 Annual Q1 Q2 Q3 Q4
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 size870Mn
  • 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).