We offer customised strategic asset allocation designed to align with long-term investment objectives, regulatory frameworks and client-specific mandates. Our goal is to deliver resilient, risk-adjusted returns through a disciplined portfolio design process that blends robust quantitative tools with experienced, qualitative judgment. Sustainability considerations and climate themes are integrated throughout our approach, supporting both performance and positive real-world outcomes.
In addition to strategic positioning, we employ a dynamic tactical allocation process that adjusts exposures over a three- to twelve-month horizon. This seeks to capture short- and medium-term market opportunities — such as valuation dislocations or macro-driven trends – adding potential excess return without materially changing long-term risk profiles.
Historical returns are no guarantee for future returns. Future returns will depend, inter alia, on market developments, the fund manager’s skills, the fund’s risk profile and management fees. The return may become negative as a result of negative price developments. There is risk associated with investing in funds due to market movements, currency developments, interest rate levels, economic, sector and company-specific conditions. The funds are denominated in NOK. Returns may increase or decrease as a result of currency fluctuations. Prior to making a subscription, we encourage you to read the fund's prospectus and key investor information document which contain further details about the fund's characteristics and costs.
