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FIRST Norge Verdi

Ranked 50 out of 55 in - Norway over 12 months
All calculations are in NOK unless stated

Managed by

Tor Vinje

Objective

The fund is investing in shares listed on the Oslo Stock Exchange. The manager will base his investment decisions on a fundamental process that focuses on valuation and future growth potential for the companies. At least 80% of the portfolio will be invested in Norway. The fund may also invest in other developed markets.

Performance

Norway over : 31/08/2017 - 31/08/2018
  • Rank 50/55 Total Return
  • Rank 47/55 Standard Deviation
  • Rank 55/55 Max Drawdown
Fund Name Currency Return
48 Nordea 1 - Norwegian Equity BP NOK NOK

13.0%

49 Eika Norge NOK

12.3%

50 FIRST Norge Verdi NOK

11.1%

51 Storebrand Norge Pluss NOK

11.0%

52 Eika Alpha NOK

9.3%

Fund Name Currency Risk
45 Holberg Norge NOK

11.8

46 PLUSS Aksje NOK

11.8

47 FIRST Norge Verdi NOK

12.1

48 DNB SMB NOK

12.9

49 DNB Norge Selektiv (I) NOK

13.0

49 DNB Norge Selektiv (II) NOK

13.0

Fund Name Currency Loss
51 Nordea 1 - Norwegian Equity BP NOK NOK

-5.8%

52 Nordea Norge Verdi NOK

-6.0%

53 Fondsfinans Norge NOK

-6.5%

54 FIRST Generator S NOK

-6.6%

55 FIRST Norge Verdi NOK

-7.4%

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -7.4% 10.6%
2017 -1.5% 10.0% 3.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Norway

Fund Info

  • Launch date02/03/2017
  • Share Class size114Mn
  • Base currencyNOK
  • ISIN NO0010775521

Purchase Info

  • Min. initial investment1
  • 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).