Modelportfolio July 2015

An uncertain summer with a lot of geopolitical turmoil in Europe together with the dramatic decline of Chinese stock exchanges has led to two volatile months for our Modelportfolio.

The Modelportfolio declined 2,35% in June, but regained most of the losses in July by increasing 2,02%. The negative returns in June came from red numbers across all of our funds except Carnegie Corporate Bond Fund and Holberg Kreditt. The positive returns in July came from green numbers across all of our funds exept from Fidelity Asian Special Situations. Jo Hambro Global Select and JO Hambro European Select increased 5,28% and 5,62% respectively in July. 

Modelportfolio:

Investments Portfolio
Equities  
JO Hambro European Select Values 15%
Fidelity Asian Special Situations 10%
Solsten Nordic Equities 10%
JO Hambro Global Select 15%
Sum Equities 50%
   
Fixed Income  
Carnegie Corporate Bond Fund 15%
BlueBay High Yield Fund 5%
Holberg Kreditt 10%
SEB Dynamic Bond Fund 10%
Sum Fixed Income 40%
   
Alternative  
SEB Asset Selection 10%

 

Return 2008 2009 2010 2011 2012 2013 2014 31.07.15
SEB NAP -6,73% 26,55% 6,45% 0,17% 12,00% 13,01% 9,65% 7,11%
MSCI World* -30,06% 26,51% 10,57% -4,96% 16,42% 29,57% 27,14% 12,36%


*MSCI World in NOK