Benchmark index
The portfolio aims to outperform equal weight FTSE Global All Cap Index and FTSE All-World ex US Index.
Performance (Updated 28-09-2026)
The portfolio launched 1st january, 2026.
Benchmark Index Return: 15 %.
Model Portfolio Return: 5 %.
Model Portfolio (Updated 15-10-2026):
Rockwool AS 26%
Match Group 17%
Netflix 16%
Hanza AB 12%
Rio Tinto 10%
Xtrackers MSCI Europe Healthcare 10%
Trifork 8%
Cash 1%
Major Impacts
Significant cash injection late may, increased cash positioning for a short while, and following increased position sizes.
Significant amount of adjustments and short term positiongs have increased transaction and conversion costs. Total amount of 0,90%.
Bigger losses include Rockwool, Accenture and Pandora, while bigger wins include SharkNinja, Boliden and Rio Tinto.
*to be updated.