Modelportfolio May 2015

Our Modelportfolio had a strong month in May, rising 2.1 per cent. The equity exposure stood for most of the positive return. JO Hambro Global Select and JO Hambro European Select Values fared the best increasing 5.84 per cent and 4.6 per cent respectively. SEB Nordic Focus followed close behind and ended the month up 3.82 per cent. Among the fixed income holdings Holberg Kreditt fared the best and was up 0.80 per cent. There were only minor changes for the rest of the holdings in the Modelportfolio. 

We have decided not to make any changes to the Modelportfolio as for the time being. 

Modelportfolio:

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

 

Return 2008 2009 2010 2011 2012 2013 2014 31.05.15
SEB NAP -6,73% 26,55% 6,45% 0,17% 12,00% 13,01% 9,65% 7,52%
MSCI World* -30,06% 26,51% 10,57% -4,96% 16,42% 29,57% 27,14% 8,39%


*MSCI World in NOK