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 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


First Active kl.I
02/02/12   1184.18
01/02/12   1177.44
31/01/12   1169.39
30/01/12   1163.63
27/01/12   1172.73
First Active kl.II
02/02/12   1195.66
01/02/12   1188.84
31/01/12   1180.71
30/01/12   1174.88
27/01/12   1184.04
First Active kl.III
02/02/12   1211.38
01/02/12   1204.46
31/01/12   1196.21
30/01/12   1190.30
27/01/12   1199.54
Contact information

Ukens aksjekommentar 24.01.2012

Ukens aksjekommentar - Ukeporteføljen steg 3,8% i forrige uke, mens OSEBX var flat.

Ukens aksjekommentar - Ukeporteføljen steg 3,8% i forrige uke, mens OSEBX var flat.
Will run every Wednesday at. 09.00

Makro Morgenrapport 03.02.2012

Makro Morgengrafer - Fortsatt svake PMI-er fra Kina. NAV-ledigheten rett ned, rentekutt ikke nødvendig. Svak vekst I produktivitet I USA, men lav lønnsvekst gir lav kostnadsvekst. Bankene i EMU strammer hardt til

Makro Morgengrafer - Fortsatt svake PMI-er fra Kina. NAV-ledigheten rett ned, rentekutt ikke nødvendig. Svak vekst I produktivitet I USA, men lav lønnsvekst gir lav kostnadsvekst. Bankene i EMU strammer hardt til
Running at. 15.00 each weekday.

Makro Ukerapport 27.01.2012

Makro Ukerapport - Neste uke: PMI for Kina, Japan, USA (ISM), Norge og globalt. Arbeidsledighet i Norge og USA.

Makro Ukerapport - Neste uke: PMI for Kina, Japan, USA (ISM), Norge og globalt. Arbeidsledighet i Norge og USA.
Is published every Tuesday. 09.00

Market Strategy 11.01.2012

Market Strategy - Still moderately positive - Correction: The Sector recommendation table on page 1 is now updated

Market Strategy - Still moderately positive - Correction: The Sector recommendation table on page 1 is now updated
Published on 15 each month at. 09.00

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