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DNB Fund Global ESG institutional A

Ranked 244 out of 756 in - Global over 12 months
All calculations are in GBP unless stated

Managed by

Rune Kaland

Rune Kaland is a portfolio manager at DNB Asset Management dealing in equities. He joined the firm in 2001 and prior to this, he was head of equity research at Alfred Berg from 1995. Rune graduated from the Norwegian School of Management with an MSc in Economics and Business Administration and holds an AFA designation.

Objective

The main objective of the fund is the realisation of long-term capital growth coupled with security of the underlying assets by investing in equities across the world, and thus all stock exchanges and currencies may be represented in the fund. Emphasis will placed on socially responsible investments (SRI), as previously in equities without being restricted to a specific geographical area or industrial sector.

Showing fund performance in United Kingdom View performance globally

Performance

Global over : 28/02/2018 - 28/02/2019
  • Rank 244/756 Total Return
  • Rank 649/756 Standard Deviation
  • Rank 540/756 Max Drawdown
Fund Name Currency Loss
538 Templeton Growth A Acc GBP

-13.6%

539 Dimensional World Equity GBP Acc GBP

-13.6%

540 Mercer Passive Global Equity M-2 GBP Hedged

Currency exposure is hedged

Currency exposure is hedged

GBP

-13.7%

540 DNB Fund Global ESG institutional A GBP

-13.7%

542 PIMCO GIS RAE PLUS Glo Dvlp ECl EUR Unhgd Acc GBP

-13.7%

Total Return

Quarterly Performance

to 01/01/2019 Annual Q1 Q2 Q3 Q4
2018 -4.1% -4.6% 9.8% 6.0% -13.7%
2017 10.7% 4.9% -0.5% 1.8% 4.1%
2016 29.6% 0.3% 6.4% 11.1% 9.3%
2015 2.2% 8.5% -5.5% -9.8% 10.5%
2014 0.7% 2.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Finland
  3. Germany
  4. Iceland
  5. Latvia
  6. Lithuania
  7. Luxembourg
  8. Switzerland
  9. United Kingdom

Fund Info

  • Launch date21/05/2014
  • Share Class size00Mn
  • Base currencyEUR
  • ISIN LU1047850000

Purchase Info

  • Min. initial investment1Mn
  • Min. regular additional investment0

Charges

  • Annual management0.75%
  • Initial investment0.00%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).