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Delphi Norge

Ranked 41 out of 55 in - Norway over 12 months
All calculations are in NOK unless stated

Managed by

Tian Tollefsen

Objective

The fund aims to provide the highest risk-adjusted returns by investing in companies which are listed on the Oslo Stock Exchange. The fund will have between 80 and 100% of assets invested in stocks, while up to 20% may be invested in bank deposits. The portfolio usually consists of 30-40 large, medium and small companies from a minimum of five sectors.

Performance

Norway over : 31/08/2017 - 31/08/2018
  • Rank 41/55 Total Return
  • Rank 43/55 Standard Deviation
  • Rank 48/55 Max Drawdown
Fund Name Currency Return
39 DNB SMB NOK

16.2%

40 Alfred Berg Humanfond NOK

16.2%

41 Delphi Norge NOK

16.2%

42 Storebrand Verdi A NOK

14.1%

43 Storebrand Gl Multifaktor Valutasikret NOK

14.0%

Fund Name Currency Risk
41 Alfred Berg Gambak NOK

11.5

42 KLP AksjeNorge NOK

11.6

43 Delphi Norge NOK

11.7

44 FORTE Norge NOK

11.7

45 Holberg Norge NOK

11.8

Fund Name Currency Loss
46 Storebrand Gl Multifaktor Valutasikret NOK

-5.2%

47 Verdipapirfondet Vibrand Norden NOK

-5.3%

48 Delphi Norge NOK

-5.5%

49 SEF First SMB A NOK NOK

-5.6%

50 Nordea Norge Pluss NOK

-5.7%

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -4.9% 11.5%
2017 14.0% 4.0% -2.8% 9.3% 3.1%
2016 24.9% -0.6% 5.3% 7.0% 11.5%
2015 1.6% 1.7% 3.5% -4.3% 0.9%
2014 11.7% 2.8% 7.7% 1.0% 0.0%
2013 32.2% 4.4% 4.5% 6.0% 14.3%
2012 15.8% 15.1% -7.1% 11.1% -2.5%
2011 -20.9% 1.1% -6.9% -21.2% 6.7%
2010 23.6% 7.4% -13.2% 10.1% 20.4%
2009 80.3% -1.5% 29.2% 19.1% 19.0%
2008 -53.9% -14.6% 9.4% -29.2% -30.4%
2007 16.7% 5.0% 11.9% -3.0% 2.4%
2006 23.3% 13.0% -7.6% 0.8% 17.2%
2005 54.4% 12.0% 9.2% 25.3% 0.7%
2004 44.1% 12.9% 4.4% 5.0% 16.5%
2003 68.8% -7.2% 31.9% 10.8% 24.4%
2002 -44.8% 5.7% -26.0% -31.8% 3.6%
2001 -17.8% -6.2% 4.1% -26.6% 14.8%
2000 23.2% 19.7% 5.7% 21.0% -19.5%
1999 59.5% 6.9% 5.5% -0.5% 42.0%
1998 -30.8% 8.3% -10.4% -33.6% 7.5%
1997 59.4% 24.1% 5.3% 21.1% 0.7%
1996 52.5% 5.5% 11.6% 4.6% 23.8%
1995 12.7% 9.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Norway

Fund Info

  • Launch date03/06/1994
  • Share Class size1,402Mn
  • Base currencyNOK
  • ISIN NO0010039688

Purchase Info

  • Min. initial investment300
  • Min. regular additional investment0

Charges

  • Annual management2.00%
  • Initial investment0.00%

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