Our offer

We offer asset management services through our existing Alfred Berg and BNP Paribas Asset Management fund range, but we also manage assets on the behalf of foreign funds holding Nordic, Eastern European and Russian assets. Examples of the latter are funds in Japan, Korea, Luxembourg, Belgium and France.

Our funds

Our range of investment solutions spans the market cap and style spectrum and reaches from regional and global equity and fixed income strategies to multi-asset products. In addition to Alfred Berg’s own extensive range of investment solutions, we are the sole distributor of BNP Paribas Asset Management’s investment products and services in Norway and Sweden.

A selection of our funds

NORDIC FIXED INCOME

Alfred Berg Nordisk Likviditet Pluss (Nordic Short Bond)

Alfred Nordisk Pengemarked

Alfred Berg Nordisk Likviditet Pluss

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Alfred Berg Nordic Investment Grade (Nordic Investment Grade Credit)
nordic covered bonds multi currency

The Nordic market offers exposure to an economically and politically stable region, which is well known for its specificities that led the Nordic region to historically outperform the Euro area in terms of GDP growth. Over the years, high level of education, history of valuing pragmatism over ideology, social traditions based on consensus and high ethical standards have been supporting the economic outperformance of the Nordics.The Nordic Investment Grade market offers an exposure to a big and well diversified Nordic market through country, sector, issuer and currency diversification. In addition, its high proportion floating rate market vs global markets results in a lower sensitivity to interest rates movements.
We manage in accordance with a sustainable investment approach reducing the environmental, social and governance (ESG)

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BNP Paribas Flexi 1 Bond Nordic Investment Grade (Nordic Investment Grade Credit)
nordic covered bonds multi currency

The Nordic market offers exposure to an economically and politically stable region, which is well known for its specificities that led the Nordic region to historically outperform the Euro area in terms of GDP growth. Over the years, high level of education, history of valuing pragmatism over ideology, social traditions based on consensus and high ethical standards have been supporting the economic outperformance of the Nordics.The Nordic Investment Grade market offers an exposure to a big and well diversified Nordic market through country, sector, issuer and currency diversification. In addition, its high proportion floating rate market vs global markets results in a lower sensitivity to interest rates movements.
We manage in accordance with a sustainable investment approach reducing the environmental, social and governance (ESG)

Read more about the fund…
Alfred Berg Income (Nordic Crossover)

The Nordic market offers an exposure to an economically and politically stable region endowed with specificities that led the Nordic region to historically outperform the Euro area in terms of GDP growth. Over the years, high level of education, history of valuing pragmatism over ideology, social traditions based on consensus and high ethical standards, have supporting the outperformance of the Nordics.
The Nordic Fixed Income market offers an exposure to a big and well diversified market through country, sector, issuer and currency diversification. Its high proportion floating rate market vs global markets results in a lower sensitivity to interest rates movements. Last but not least, the Nordic Fixed Income market has both Investment Grade and High Yield segments allowing our investment team to maximise the investment opportunities.

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Alfred Berg Nordic High Yield

Taking its roots in one of the most economically and politically stable region of the world, the Nordic high yield market offers an exposure to a big and well-functioning market, characterised by typical features that can be translated into diversification opportunities for your portfolio. The Nordic High Yield market shows a low correlation to European and Global High Yield markets, proposing country, sector and issuer diversification. In addition, the volatility on the Nordic High Yield market is lower than the European and Global High Yield markets, through lower interest rate sensitivity and credit risk sensitivity. Last but not least, the market is dominated by local investors and is not included in international high yield indices.

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Alfred Berg Likviditet Pluss (Norwegian Short Bond)
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The Norwegian “Money Market”* is a big and diversified market taking its roots in an economically and politically stable region. On top of having one of the healthiest public finance in the world, the Norwegian market is characterised by stability and cultural specificities such as high level of education, history of valuing pragmatism over ideology, social traditions based on consensus and high ethical standards, that can be translated into a diversification opportunity for your portfolio.
The Norwegian “Money Market”* offers an exposure to Norwegian Kroner (NOK) and is characterised by a low sensitivity to interest rates movements.
We manage in accordance with a sustainable and responsible investment approach reducing the environmental, social and governance (ESG).

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Alfred Berg Obligasjon (Norwegian Bonds)

The Norwegian Fixed Income market is a big and diversified market well known for taking its roots in an economically and politically stable region. On top of having one of the healthiest public finances in the world, the Norwegian region is characterised by stability and cultural specificities such as high level of education, history of valuing pragmatism over ideology, social traditions based on consensus and high ethical standards, that can be translated into a diversification opportunity for your portfolio.
The Norwegian Investment Grade market offers an exposure to a wide range of Norwegian companies as well as an exposure to Norwegian Kroner (NOK).
We manage in accordance with a sustainable investment approach reducing the environmental, social and governance (ESG).

Read more about the fund…

* Norwegian and Swedish Money Markets do not have the exact required characteristics as defined by ESMA.

NORDIC EQUITIES

Alfred Berg Nordic Gambak (Nordic High Conviction Equities)

Vintage grunge still life. Vintage items on ancient map.

The Nordic region is a AAA-rated region with healthy public finances, a stable political and economic environment and robust exports to the US and emerging markets. In several surveys*, the Nordic region is rated world-class in terms of innovation, competitiveness, education as well as in research and development. As a result, Nordic companies are well positioned to generate sustainable growth.
Alfred Berg has a large investment team dedicated to Nordic Equities with a local presence. This gives it a comparative advantage in terms of access to information and insights into Nordic companies. Many Nordic companies are known for being competitive, innovative and ethical. *Source: European Commission 2018: European Innovation Scoreboard 2017

Soon – Read More about the fund…
BNP Paribas Equity Nordic Small Cap

The Nordics is an AAA-rated region with healthy public finances, a stable political and economic environment and robust exports to the US and emerging markets. In several surveys*, the Nordic region is rated world-class in terms of innovation, competitiveness, education as well as in research and development. As a result, Nordic companies are well positioned to generate sustainable growth.
Alfred Berg has a large investment team dedicated to Nordic Small Caps with a local presence. This gives it a comparative advantage in terms of access to information and insights into small and under-researched companies. Many Nordic companies are known for being competitive, innovative and ethical. The fund’s investment universe includes companies that can capitalize on both global trends within specific industry niches as well as strong domestic markets.

*Source: European Commission 2018: European Innovation Scoreboard 2017

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Alfred Berg Nordic Small Cap ESG** (SRI – Sustainable and Resonsible Investing)

Nordic Small Cap ESG SRI Sustainable

The Nordics is an AAA-rated region with healthy public finances, a stable political and economic environment and robust exports to the US and emerging markets. In several surveys*, the Nordic region is rated world-class in terms of innovation, competitiveness, education as well as in research and development. As a result, Nordic companies are well positioned to generate sustainable growth.
Alfred Berg has a large investment team dedicated to Nordic Small Caps with a local presence. This gives it a comparative advantage in terms of access to information and insights into small and under-researched companies. Many Nordic companies are known for being competitive, innovative and ethical. The fund’s investment universe includes companies that can capitalize on both global trends within specific industry niches as well as strong domestic markets.

The Nordic region is known for it’s high ESG** level. This is also very much taken into account by companies in the region.

The fund’s SRI strategy is split in several dimensions:

  • Ethical negative screening of activity and norm screening to ensure we do not invest in companies we do not wish to finance
  • ESG** integration where ESG** risks and opportunities are integrated in the portfolio manager’s descision
  • Engagement where we target to help companies improve their ESG** profile

*Source: European Commission 2018: European Innovation Scoreboard 2017
**Environmental, Society and Governance factors

Soon – Read more about the fund…
Alfred Berg Gambak (Norwegian High Conviction Equities)

Vintage grunge still life. Vintage items on ancient map.

Norway is a AAA-rated country with healthy public finances, a stable political and economic environment and robust exports to the US and emerging markets. In several surveys*, the Nordic region is rated world-class in terms of innovation, competitiveness, education as well as in research and development. As a result, Nordic companies are well positioned to generate sustainable growth.
Alfred Berg has a large investment team dedicated to Norwegian Equities with a local presence. This gives it a comparative advantage in terms of access to information and insights into Norwegian companies. Many Norwegian companies are known for being competitive, innovative and ethical. *Source: European Commission 2018: European Innovation Scoreboard 2017

Soon – Read more about the fund…

EMERGING EQUITIES

BNP Paribas Emerging Europe Equities

Emerging markets are traditionally nations with social or business activities that are undergoing a process of rapid growth, industrialisation, economic liberalisation, structural reforms and an improving legal framework. Emerging Europe gives exposure to growth potential and provides diversification benefits. Positive GDP growth, young and attractive demographics with competitive labour cost in combination with an advantageous proximitiy to Western Europe. Stockholm has long tradition of investing in Eastern Europe and Russia and is a major hub for these investments. The fund is managed by a local, experienced team in Stockholm & advisors.

Read more about the fund…
BNP Paribas Russia Equities

Emerging markets are traditionally nations with social or business activities that are undergoing a process of rapid growth, industrialisation, economic liberalisation, structural reforms and an improving legal framework. Emerging Europe gives exposure to growth potential and provides diversification benefits. Positive GDP growth, young and attractive demographics with competitive labour cost in combination with an advantageous proximitiy to Western Europe. Stockholm has long tradition of investing in Eastern Europe and Russia and is a major hub for these investments. The fund is managed by a local, experienced team in Stockholm & advisors.

Read more about the fund here…

 

This is marketing material by Alfred Berg Kapitalforvaltning AB / Alfred Berg Kapitalforvaltning AS. Past performance is no guarantee of future results. Performances are calculated net of fees. Investments in the aforementioned fund are subject to market fluctuation and risks inherent in investing in securities. The value of investments and the revenue they generate can increase or decrease and it is possible that investors will not recover their initial investment. Source: Alfred Berg Kapitalforvaltning AB / Alfred Berg Kapitalforvaltning AS / BNP Paribas Asset Management.

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Dag MESSELT

Nordic Head of Investment Specialists and International Business Development

dag.messelt@alfredberg.com

Investments in funds are always related to risk. Past performance is no guarantee of future results. Performances are calculated net of fees. Investments in funds are subject to market fluctuation and risks inherent in investing in securities. The value of investments and the revenue they generate can increase or decrease and it is possible that investors will not recover their initial investment.