Modelportfolio October 2015

The Modelportfolio had a strong month in October, and gained 2.31 per cent in Norwegian kroner. It was the equity exposure that performed, while the fixed income part was unchanged, and the alternative investment portion gave a negative contribution. The best performer was JO Hambro Global Select which was up more than 7.4 per cent and recovered a good portion of the performance it gave away in August and September. It was followed by Fidelity Asian Special Situations and JO Hambro European Select Values, both rising close to 6.5 per cent. The worst performer was SEB Asset Selection (last moths winner) falling 3.80 per cent in October. All numbers are in Norwegian kroner.  


Modelportfolio:

Investments Portfolio
Equities  
JO Hambro European Select Values 15%
Fidelity Asian Special Situations   5%
Solsten Nordic Equities 10%
JO Hambro Global Select 15%
Sum Equities 45%
   
Fixed Income  
Carnegie Corporate Bond Fund 15%
Holberg Kreditt 10%
SEB Dynamic Bond Fund 10%
Sum Fixed Income 35%
   
   
Alternative  
SEB Asset Selection 10%
Legg Mason Martin Currie European Absolute Alpha 10%
Sum Alternative 20%

 

Return 2008 2009 2010 2011 2012 2013 2014 31.10.15
SEB NAP -6,73% 26,55% 6,45% 0,17% 12,00% 13,01% 9,65% 5,22%
MSCI World* -30,06% 26,51% 10,57% -4,96% 16,42% 29,57% 27,14% 12,75%


*MSCI World in NOK