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Storebrand Norge

Ranked 21 out of 55 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 : 31/08/2017 - 31/08/2018
  • Rank 21/55 Total Return
  • Rank 31/55 Standard Deviation
  • Rank 21/55 Max Drawdown
Fund Name Currency Return
19 Storebrand Norge I NOK

20.4%

20 FORTE Norge NOK

20.1%

21 Storebrand Norge NOK

19.5%

22 Pareto Investment Fund A NOK

19.4%

23 Alfred Berg Aktiv NOK

19.2%

Fund Name Currency Risk
30 DNB Norge (IV) NOK

10.6

31 Storebrand Norge NOK

10.6

32 Alfred Berg Aktiv NOK

10.7

33 Nordea 1 - Norwegian Equity BP NOK NOK

10.7

Fund Name Currency Loss
19 Storebrand Verdi A NOK

-3.0%

20 Alfred Berg Norge [Classic] NOK

-3.1%

21 Storebrand Norge NOK

-3.2%

22 C WorldWide Aksje Norge III NOK

-3.3%

23 C WorldWide Norge NOK

-3.5%

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -3.2% 10.5%
2017 13.7% 0.1% 0.6% 8.5% 4.1%
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 4.3% -1.5%
1994 6.1%
1986 -17.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Norway
  2. Sweden

Fund Info

  • Launch date14/09/1983
  • Share Class size278Mn
  • Base currencyNOK
  • ISIN NO0008000783

Purchase Info

  • Min. initial investment100
  • Min. regular additional investment0

Charges

  • Annual management1.50%
  • 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).