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Storebrand Norge

Ranked 47 out of 51 in - Norway over 12 months
All calculations are in NOK unless stated

Managed by

Merete Opedal

Merete Cecilie Opedal was born in Oslo and earned a Masters degree in Finance from the Norwegian School of Economics. She is a CFA Charterholder and started her financial career in 1985 at DnC AS (DNB ASA) as a manager. From 1988 – 2000 she worked at Hydro ASA as a controller in the petrochemical division and later became a senior investment manager. Cecilie is currently a senior portfolio manager at Storebrand ASA. She is a member of the The Norwegian Society of Financial Analysts.

Objective

The strategy is to invest in big and medium-sized Norwegian companies that seems to be undervalued. The Fund is balanced so it owns companies from the whole range of sectors. The Fund characterizes much freedom on choosing investments by the Fund Manager.

Performance

Norway over : 30/09/2016 - 30/09/2017
  • Rank 47/51 Total Return
  • Rank 6/51 Standard Deviation
  • Rank 10/51 Max Drawdown
Fund Name Currency Return
45 Alfred Berg Gambak NOK

17.1%

46 Arctic Norwegian Equities I NOK

17.0%

47 Storebrand Norge NOK

16.3%

48 Storebrand Optima Norge A NOK

14.7%

49 DNB SMB NOK

11.7%

Fund Name Currency Risk
4 Storebrand Verdi NOK

6.5

5 Nordea 1 - Norwegian Equity BP NOK NOK

6.5

6 Storebrand Norge NOK

6.6

7 Nordea Norge Verdi NOK

6.6

8 Eika Spar NOK

6.7

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 0.1% 0.6% 8.5%
2016 17.8% -1.1% 4.4% 7.1% 6.5%
2015 3.3% 5.6% 1.5% -5.3% 1.8%
2014 10.1% 2.1% 6.9% 0.8% 0.0%
2013 26.1% 6.1% 0.9% 7.1% 10.1%
2012 17.9% 14.0% -5.8% 10.3% -0.5%
2011 -18.8% -0.4% -4.9% -20.5% 7.9%
2010 22.4% 4.5% -16.5% 18.9% 17.9%
2009 75.0% 1.1% 28.6% 16.6% 15.4%
2008 -56.2% -15.6% 7.5% -33.0% -28.0%
2007 13.5% 6.1% 8.0% -2.4% 1.5%
2006 36.7% 17.7% -3.4% 0.2% 20.1%
2005 42.6% 9.4% 10.0% 17.3% 1.0%
2004 35.7% 10.6% 4.6% 5.9% 10.8%
2003 51.9% -8.9% 29.2% 6.8% 20.8%
2002 -34.7% 6.1% -19.8% -27.2% 5.3%
2001 -17.5% -6.3% 1.3% -23.2% 13.3%
2000 -2.0% 1.1% 1.3% 10.0% -13.1%
1999 42.6% 10.2% 8.6% 3.1% 15.6%
1998 -28.1% 5.6% -3.4% -32.8% 4.9%
1997 32.2% 11.1% 11.3% 12.4% -4.9%
1996 37.3% 8.4% 8.4% 1.0% 15.7%
1995 -1.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Norway
  2. Sweden

Fund Info

  • Launch date14/09/1983
  • Share Class size387Mn
  • Base currencyNOK
  • ISIN NO0008000783

Purchase Info

  • Min. initial investment100
  • Min. regular additional investment0

Charges

  • Annual management1.50%
  • Initial investment0

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