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FORTE Tronder

Ranked 11 out of 55 in - Norway over 12 months
All calculations are in NOK unless stated

Managed by

Morten Schwartz

Objective

The Fund invests in companies and companies with strong regional ties to Central Norway. This means that either the company's head office, production, value added, capital or roots are in the region. The fund is actively managed. It means that the shares are selected based on their own assessments and analysis of companies. Exchange traded funds (ETFs) may occasionally be used to increase exposure to the market and in other periods to hedge the portfolio.

Performance

Norway over : 31/08/2017 - 31/08/2018
  • Rank 11/55 Total Return
  • Rank 38/55 Standard Deviation
  • Rank 37/55 Max Drawdown
Fund Name Currency Return
9 PLUSS Aksje NOK

23.1%

10 C WorldWide Norge NOK

23.0%

11 FORTE Tronder NOK

22.8%

12 Arctic Norwegian Equities II A NOK

21.6%

13 Storebrand Aksje Innland NOK

21.5%

Fund Name Currency Risk
36 Pareto Aksje Norge I NOK

11.1

37 C WorldWide Norge NOK

11.1

38 FORTE Tronder NOK

11.2

39 Danske Invest Norge Vekst NOK

11.2

40 C WorldWide Aksje Norge III NOK

11.2

Fund Name Currency Loss
35 Alfred Berg Aktiv NOK

-4.0%

36 Alfred Berg Gambak NOK

-4.1%

37 FORTE Tronder NOK

-4.1%

38 Nordea Kapital NOK

-4.2%

39 DNB Barnefond NOK

-4.2%

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 3.2% 10.7%
2017 1.2% -12.9% 1.7% 11.0% 2.9%
2016 50.9% 8.6% 11.1% 11.2% 12.5%
2015 17.4% 2.1% 4.6% -1.9% 12.0%
2014 12.8% 4.2% 7.2% 1.9% -0.8%
2013 -0.6% 5.4% 3.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Norway

Fund Info

  • Launch date01/01/2013
  • Share Class size354Mn
  • Base currencyNOK
  • ISIN NO0010665441

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment500

Charges

  • Annual management2.00%
  • Initial investment1.00%

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