Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

Storebrand Norge Pluss

Ranked 28 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 : 31/12/2017 - 31/03/2018
  • Rank 28/56 Total Return
  • Rank 4/56 Standard Deviation
  • Rank 22/56 Max Drawdown
Fund Name Currency Return
26 Storebrand Vekst NOK

-2.4%

27 Eika Alpha NOK

-2.6%

28 Storebrand Norge Pluss NOK

-2.7%

29 Pareto Investment Fund A NOK

-2.7%

30 Holberg Norge NOK

-2.8%

Fund Name Currency Risk
2 Arctic Norwegian Equities I NOK

3.7

3 FIRST Generator S NOK

3.8

4 Storebrand Norge Pluss NOK

4.1

5 PLUSS Aksje NOK

4.2

6 FORTE Norge NOK

4.3

Fund Name Currency Loss
20 Landkreditt Utbytte NOK

-2.4%

21 ODIN Norge C NOK

-2.6%

22 Storebrand Norge Pluss NOK

-2.7%

23 Pareto Aksje Norge I NOK

-2.9%

24 Storebrand Vekst NOK

-2.9%

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -2.7%
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 size882Mn
  • 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).