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Referanseindeksen

Fondets investeringer måles mot en referanseindeks fastsatt av Finansdepartementet med utgangspunkt i indekser fra FTSE Group og Bloomberg Barclays Indices.

 

Referanseindeksen per 31. mars 2018 *

Aktivaklasser Strategisk referanseindeks  Faktisk referanseindeks 
Renter                                                     30,00                                                33,36
Aksjer                                                     70,00                                                66,64
Totalt 100,00                                              100,00

AKSJER Strategisk referanseindeks  Faktisk referanseindeks 
                                       70,00                                                66,64
Land    
Brasil                                                    0,99
Chile                                                    0,15
Colombia                                                    0,05
Kanada                                                    2,11
Mexico                                                    0,35
Peru                                                    0,04
USA                                                  36,01
Sum Amerika                                                  39,70
     
Belgia                                                    0,73
Finland                                                    0,66
Frankrike                                                    5,31
Hellas                                                    0,05
Irland                                                    0,15
Italia                                                    1,69
Nederland                                                    2,05
Østerrike                                                    0,22
Portugal                                                    0,12
Spania                                                    1,87
Tyskland                                                    5,51
Euro-området                                                  18,38
Danmark                                                    1,05
Polen                                                    0,14
Russland                                                    0,43
Storbritannia                                                    9,67
Sveits                                                    4,45
Sverige                                                    1,74
Tsjekkia                                                    0,01
Tyrkia                                                    0,14
Ungarn                                                    0,04
Sum Europa                                                  36,05
     
De Forente Arabiske Emirater                                                    0,09
Egypt                                                    0,03
Israel                                                    0,17
Qatar                                                    0,06
Sør-Afrika                                                    0,88
Sum Midtøsten og Afrika                                                    1,23
     
Australia                                                    2,37
Filippinene                                                    0,15
Hong Kong                                                    1,31
India                                                    1,19
Indonesia                                                    0,26
Japan                                                    9,17
Kina                                                    3,46
Malaysia                                                    0,35
New Zealand                                                    0,12
Pakistan                                                    0,03
Singapore                                                    0,50
Sør-Korea                                                    1,92
Taiwan                                                    1,73
Thailand                                                    0,46
Sum Asia/Oseania                                                  23,02
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RENTER Strategisk referanseindeks  Faktisk referanseindeks 
  30,00                                                33,36
Valuta    
CAD                                                    3,10
CLP                                                    0,09
MXN                                                    1,66
USD                                                  44,23
Sum Amerika                                                  49,09
     
CHF                                                    1,47
CZK                                                    0,29
DKK                                                    0,59
EUR                                                  27,02
GBP                                                    5,66
HUF                                                    0,19
ILS                                                    0,46
PLN                                                    0,72
RUB                                                    0,53
SEK                                                    1,14
ZAR                                                         -  
Sum Europa Midtøsten og Afrika                                                  38,06
     
AUD                                                    1,90
HKD                                                    0,12
JPY                                                    7,01
KRW                                                    2,07
MYR                                                    0,45
NZD                                                    0,27
SGD                                                    0,44
THB                                                    0,60
Sum Asia                                                  12,85
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* Finansdepartementet har fastsatt en plan for opptrapping til 70 prosent aksjeandel i den strategiske referanseindeksen i henhold til mandatet § 1-5 (3).