Alfred Berg Kort Rente

Fond informasjon

ISIN

SE0024173538

Valuta

NOK

SFDR

Kategori

Rentefond

Risiko

Startdato

2025-10-28

NAV

102.08

Avkastning

1 dag

0.02%

1 uke

0.10%

YTD

1.18%

1 måned

0.35%

3 måneder

0.97%

6 måneder

2.22%

12 måneder

4.82%

3 år

5.01%

5 år

3.63%

10 år

2.51%

Kostnader

Forvaltningshonorar

0.10%

Ongoing kostnad

0.10%

Transaksjonskostnad

Innslagskostnad

0.00%

Investeringsstrategi

Alfred Berg Kort Rente is an actively managed Norwegian bond fund that invests at least 90% of its assets in short-term bonds with a short duration or remaining maturity, as well as short-term interest-bearing securities. The fund primarily invests in securities issued by the government, municipalities, counties, mortgage institutions, and banks or insurance companies with a credit rating equivalent to investment grade, BBB-/Baa3 or better, and denominated in Norwegian kroner.

The fund aims to achieve the highest possible risk-adjusted return within the framework defined by its mandate. Credit risk is limited by ensuring that no single instrument has a remaining maturity exceeding three years, and that the fund’s average weighted remaining maturity never exceeds one year. The fund invests in bonds, interest-bearing securities, and money market instruments issued in Norwegian kroner with maturity or interest adjustment within 12 months.

Forvaltere

Morten Steinsland

Steinsland started at Alfred Berg in 2010. He heads the Norwegian/Nordic fixed income team and is senior portfolio manager for investment grade. He has a Business Economics degree from the Norwegian School of Economics and has more than 30 years' experience from the bond market. In addition, he was also Head of US and global Fixed Income Management at DNB Asset Management in New York Oslo. In the years before joining Alfred Berg Asset Management, Morten was Head of Norwegian Money Markets and Swap Trading at Nordea Markets in Oslo.

Torolv Herstad

Herstad started at Alfred Berg in January 2012. Herstad is portfolio manager covering investment grade fixed income. He has more than 15 years' experience from the equity and fixed income markets, through positions at both Nordea Funds and the Oslo Stock Exchange. Previous work experience also includes equity trading and consulting. Herstad holds a Masters degree in Economics and Finance from Norwegian Business School/University of Western Sydney, as well as being a certified Fixed Income Analyst.

Thomas Eitzen

Faktablad

Dokument (2026-03-31)

Dokument (2026-02-27)

Dokument (2026-01-30)

Alfred Berg Kort Rente

Alfred Berg Kort Rente is an actively managed Norwegian bond fund that invests at least 90% of its assets in short-term bonds with a short duration or remaining maturity, as well as short-term interest-bearing securities. The fund primarily invests in securities issued by the government, municipalities, counties, mortgage institutions, and banks or insurance companies with a credit rating equivalent to investment grade, BBB-/Baa3 or better, and denominated in Norwegian kroner. The fund aims to achieve the highest possible risk-adjusted return within the framework defined by its mandate. Credit risk is limited by ensuring that no single instrument has a remaining maturity exceeding three years, and that the fund’s average weighted remaining maturity never exceeds one year. The fund invests in bonds, interest-bearing securities, and money market instruments issued in Norwegian kroner with maturity or interest adjustment within 12 months.

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