Holberg Triton A
Holberg Triton A is an actively managed global sector fund primarily investing in listed companies whose main business is directed towards marine resources.
13.05.2022
Rate
182.10
Since start*
8.7%
This year
6.1%
1 year
9.8%
3 years*
7.1%
5 years*
7.0%
*Returns beyond 12 months are annualised
Holberg Triton A is an actively managed global sector fund primarily investing in listed companies whose main business is directed towards marine resources. A maximum of 10 % of the Fund's assets may be invested in unlisted companies. The Fund has a defined investment approach, based on the belief that creating shareholder value in a company is a long-term process.
Pr. 13. May 2022
Fund | Bencmark index | Excess return |
|
---|---|---|---|
Since start* | 8.7% | - | - |
This year | 6.1% | - | - |
Last 12 months | 9.8% | - | - |
Last 3 years* | 7.1% | - | - |
Last 5 years* | 7.0% | - | - |
Last 10 years* | - | - | - |
* Annual Average Return
Funds largest investments
9.2%
8.9%
8.5%
8.4%
8.3%
4.5%
4.4%
4.3%
4.2%
3.8%
3.8%
3.7%
3.6%
3.6%
3.2%
3.1%
2.8%
2.7%
2.3%
2.2%
1.4%
1.4%
0.9%
0.8%
0.0%
Total assets
NOK 587 mill.
Subscription amount
min. NOK 1.000
Annual management fee
2%
Redemption fee
0%
Subscription cost
0%