In these industries we are seeking companies with high earnings ability. This is characterised by a good return on equity, solid balance sheet and stable earnings, not least in the form of free cash flow. In addition, we limit the universe to companies with headquarters in developed markets and market capitalisation of more than one billion USD.
Share class C (NOK):
Minimum investment is 20 million NOK, and the annual management fee is 1.25%.
- Accumulated return: %
- Annualised return:
- NAV: :
Simulated returns from 31.12.2007–01.11.2012 are based on historical returns for unit class D (inception date 22.11.2006), adjusted for management fees for unit class C. Simulated returns and risk figures are provided for illustrative purposes only. Historical returns are no guarantee for future returns. Future returns will depend, inter alia, on, market developments, the portfolio manager’s skill, the fund’s risk profile, as well as fees for subscription, management and redemption. Returns may become negative as a result of negative price developments. This is marketing communication.
Investors who wish to invest are required to submit a subscription form. The form also includes important information about practices and costs associated with transactions in the funds.
Lead portfolio manager