First Active

First Active represents a well-balanced portfolio and targets full adaptation to prevailing market conditions at any given time.  The fund has a broad and flexible management mandate.  Its objective is to provide shareholders with the best possible risk-adjusted yield through an actively managed portfolio of stocks and securities.

The securities portfolio also includes our fund, First Norway Alpha. This fund seeks to provide investors with access to First Securities’ collective Norwegian stock analysis through a combination of the house’s positive and negative recommendations.  The total risk in the fund is moderate with the objective of creating returns regardless of the general direction of the Norwegian stock market.

See chart and rates


 

Chart.
Key information
Portfolio manager Erik Syvertsen, Trond Myhre og Tore Andre Lysebo
Fund Category Other funds
Start date 01.08.2008
Management Capital
Min amount NOK 1 000.-
Reference Index 20% ST1X , 30% ST4X, 15% OSEFX og 35% MSCI World AC
Yield
Since the start
Last 12 months
This year


First Active kl.I
27/07/10 1137.54
26/07/10 1133.15
23/07/10 1122.95
22/07/10 1120.43
21/07/10 1112.18
First Active kl.II
27/07/10 1143.91
26/07/10 1139.49
23/07/10 1129.22
22/07/10 1126.68
21/07/10 1118.38
First Active kl.III
27/07/10 1152.05
26/07/10 1147.58
23/07/10 1137.19
22/07/10 1134.62
21/07/10 1126.23
Contact information

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