The Nordic Asset Manager

Our funds

Our aim is to generate consistent and predictable excess returns across all funds. We achieve this through strategic risk management and strong collaboration between fund managers and analysts.

About Alfred Berg

We are active in the Nordic market located in Norway and Sweden. Managing 316 billion NOK on behalf of institutions, distributors and private individuals, with a specialist focus on Norwegian and Nordic fixed income and equities.

BNP Paribas

Alfred Berg is 25% owned by employees and 75% owned by BNP Paribas Asset Management, thereby gaining access to a global network of expertise.

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The Nordic Asset Manager

Alfred Berg is a Nordic asset manager that specializes in managing Norwegian and Nordic equity and fixed income funds. Alfred Berg manages funds on behalf of Nordic and international institutions, distributors and private individuals. The assets under management are NOK 316 billion. Alfred Berg is owned by employees (25%) and by BNP Paribas Asset Management (75%). The company is also licensed to offer mandates, pension schemes and pension account services in accordance with the Defined Contribution Pensions Act. Some of our focus products are Nordic equities, Nordic Investment Grade and Nordic High Yield, we offer funds hedged to NOK, SEK, EUR, CHF and USD.

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Over 160 Years of Experience

With over 160 years of industry experience, we have a dedicated focus on asset management. Alfred Berg have offices in Oslo and Stockholm with a total of approximately 73 employees who specialize in asset management. Alfred Berg is 25% owned by Drypnir AS and 75% owned by BNP Paribas Asset Management, granting us access to a global network of expertise. We are also an exclusive distributor of BNP Paribas Asset Management’s funds and management services in Norway, backed by BNP Paribas Asset Management, Europe’s 7th largest asset manager with assets under management of approximately NOK 5,500 billion and 3,000 employees across 37 countries.

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Our Fund Managers

Our fund managers possess unique expertise and experience within their respective domains. Our aim is to generate consistent and predictable excess returns across all funds. We achieve this through strategic risk management and strong collaboration between fund managers and analysts. Our fund managers have consistently delivered significant excess returns beyond benchmark indices over time, both in equity and fixed income management.

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Investment Philosophy

Alfred Berg Kapitalforvaltning has offered specialized funds with ethical investment criteria since 1999. In December 2012, a decision was made that all of Alfred Berg’s Norwegian funds, both equity and fixed income funds, should adhere to the same ethical investment profile. This was implemented on January 1, 2013. An exception to this is the equity fund Alfred Berg Indeks, which tracks the Oslo Børs Main Index.

Contact us

Caroline Østby

CAROLINE ØSTBY

Director | Institutional Clients


+47 997 92 238

caroline.ostby@alfredberg.com

Støperigata 2, 0250 Oslo
Postboks 1294
Vika 0250 Oslo

Equity Managers

Fixed income managers

Equity Managers

Fixed income managers

Historical returns are not a reliable indicator of future returns. Future returns will depend, among other things, on market developments, the manager’s skill, the fund’s risk level, and the costs associated with subscription, management, and redemption. Returns may be negative as a result of price losses. Changes in exchange rates will affect the value of the fund if the underlying investments are made in a currency other than the one in which the fund is denominated. The company is not liable for any damages or errors resulting from events beyond its control.