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DNB Fund Nordic Equities A EUR

Ranked 6 out of 7 in - Nordic over 12 months
All calculations are in EUR unless stated

Managed by

Kjell Morten Hjørnevik

Kjell Morten Hjørnevik was born in Voss, Norway in 1970. He holds an MSc in economics and business administration and an EFFAS from the Norwegian School of Economics and Business Adminstration. He joined Carlson (now DNB Asset Management) in 1999 where he started working as a portfolio manager within the global tactical asset allocation team and since 2008 he has been a fund manager in Nordic equities. Prior to working at Carlson, he was a bank manager at Union Bank of Norway. Outside of fund management he likes to spend time with his children and also enjoys soccer and cross country skiing.

Objective

The main objective of the fund is the realisation of long term capital growth coupled with security of the underlying assets by investing in equities mainly in Denmark, Finland, Norway and Sweden. The Sub-Funds benchmark index is VINX Capped SEK Index Net.

Showing fund performance in Lithuania View performance globally

Performance

Nordic over : 31/08/2017 - 31/08/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -3.6% 4.9%
2017 8.7% 5.8% 2.6% 3.6% -3.4%
2016 4.4% -3.7% -1.0% 4.4% 4.9%
2015 16.4% 20.2% -1.8% -9.0% 8.4%
2014 10.1% 5.1% 4.0% 2.3% -1.6%
2013 21.2% 8.8% -4.5% 11.5% 4.6%
2012 18.3% 16.6% -10.1% 12.0% 0.7%
2011 -24.8% -1.2% -7.4% -22.5% 6.1%
2010 35.6% 13.4% -5.6% 12.1% 13.0%
2009 68.7% -0.1% 33.0% 19.3% 6.5%
2008 -47.7% -10.0% -3.8% -17.1% -27.1%
2007 -0.6% 3.5% 6.1% 0.4% -9.9%
2006 26.6% 14.9% -5.1% 3.5% 12.2%
2005 34.5% 7.7% 8.7% 9.4% 5.0%
2004 17.3% 8.6% 1.5% 2.1% 4.3%
2003 26.8% -8.7% 18.5% 8.7% 7.8%
2002 -31.5% -0.9% -18.3% -21.5% 7.8%
2001 -18.3% -19.1% 5.5% -22.5% 23.6%
2000 -8.6% 6.0% -3.5% -2.1% -8.7%
1999 78.8% 8.5% 13.6% 1.6% 42.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Finland
  3. Germany
  4. Iceland
  5. Latvia
  6. Lithuania
  7. Luxembourg
  8. Netherlands
  9. Sweden
  10. Switzerland

Fund Info

  • Launch date07/01/1998
  • Share Class size56Mn
  • Base currencyEUR
  • ISIN LU0083425479

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment0

Charges

  • Annual management1.25%

Related News

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Nordic group adds regional specialist to equity strategy.

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