Equity funds

Discover our factor investment strategies

Storebrand is the first Norwegian fund manager to establish a family of factor funds that effectively reap well-known and recognised factor premiums.

Why invest in factor strategies?

The factor funds are designed to fill the gap between actively managed funds and index-linked funds with respect to risks, ROI opportunities and price.

Our factor funds, consisting of Storebrand funds below and a factor fund with product affiliation at our Swedish subsidiary Storebrand Fonder, are geared towards individual factors and multi-factors.

Rigorous and well-proven investment process

Overview of selected funds

Storebrand Global Multifactor

The fund aims to achieve long-term excess returns by investing in global, well-developed stock markets.

The fund is a model-based factor fund, which seeks to utilize and provides broad exposure to well-documented risk premiums linked to the factors; value, size, momentum and low volatility.

Follows Storebrand's standard for sustainable investments, which means that we exclude a number of companies.
 

Storebrand Global Value

The fund aims to achieve long-term excess returns by investing in global, well-developed stock markets.

The fund is a model-based factor fund, which focuses exclusively on the value factor. Value companies are often characterized by stable and predictable earnings. Value stocks are often characterized by being priced low in relation to earnings and book values.

Follows Storebrand's standard for sustainable investments, which means that we exclude a number of companies.


Storebrand Global Multifactor Currency Hedged

The fund aims to achieve long-term excess returns by investing in global, well-developed stock markets.

The fund is a model-based factor fund, which seeks to utilize and provides broad exposure to well-documented risk premiums linked to the factors; value, size, momentum and low volatility.

Invests in the sub-fund Storebrand Global Multifactor. Follows Storebrand's standard for sustainable investments, which means that we exclude a number of companies.

Storebrand Global Low Volatility

Aims to achieve long-term excess returns beyond its benchmark index.

Invests in global equity markets (not emerging markets). Follows Storebrand's standard for sustainable investments, which means that we exclude a number of companies.

NB: Only for institutional clients.


 

Want to invest?

Find contact information for regional sales teams and client directors.

Historical returns are no guarantee of future returns. Future returns will depend, among other things, on market developments, the manager's skills, the fund's risk profile and management fees. The returns can be negative as a result of price losses. There is risk associated with investments in the fund due to market movements, developments in currency, interest rates, economic conditions, industry- and company-specific conditions. Before investing, customers are advised to familiarize themselves with the fund's key information and prospectus, which contains further information about the fund's characteristics and costs.