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Alfred Berg Nordic Investment Grade Long Duration R (NOK)

FundSwedenTraded in NOKSE0013887569
94.59NOK +0.1%
last day · Price as of 30 September 2026
Past year against the exchange and Super Stock
Alfred Berg Nordic Investment Grade Long Duration R (NOK)−2.2%Stockholm (OMXSPI)+11.2%Super Stock+53.7%
+48%+25%+3%
30 September 202530 September 2026
All start at 0 % a year ago, with dividends. Super Stock is our model portfolio: the 20 highest-ranked Nordic stocks on quality, value and trend.

In short

  • Alfred Berg Nordic Investment Grade Long Duration R (NOK) has fallen 2.2% over the past year, including dividends.
  • The trend over the past year is better than 14% of funds and ETFs.
  • The largest fall over the past three years was 16.4%. The price is 6.3% below its peak now.

Quality, value and trend

Quality is about the company, value about the price you pay, and trend about the share price. Each pillar shows the numbers it is built on. Quality and value come from the shares the fund owns. We cannot see this fund's holdings yet, so here are its trend and risk.

Quality–
The company · Fundamentals: the accounts
  • Return on assetsProfit divided by everything the company owns–
  • Return on equityProfit divided by equity–
  • Debt to equityBorrowings divided by equity–
  • Net marginThe share of sales that becomes profit–

The ranking is built on equity ratio, ROA and how steadily profit grows.

Value–
The price · Valuation: the multiples
  • P/EPrice divided by earnings–
  • P/BPrice divided by equity–
  • P/SPrice divided by sales–
  • DividendPast year's dividend divided by the price–

The ranking is built on P/E, P/B and P/S.

Trend14
The share price · Technical: the price trend
  • 3 months−1.8%
  • 6 months+0.6%
  • 12–1 monthsThe past year without the last month, as in the research−0.8%
  • 1 year−2.2%

The ranking is built on 3, 6 and 12–1 months.

Return and risk

1 month
−1.5%
1 year
−2.2%
3 years, per year
+3.7%
5 years, per year
−0.9%
Largest fall, 3 years
−16.4%
From a peak to the bottom
From the peak now
−6.3%
How far the price is from the peak
Volatility, 1 year
4.5%
How much the price swings over a year
Year to date
−3.4%

Return with dividends reinvested.

About the fund

Alfred Berg Nordic Investment Grade Long Duration R (NOK) is a fund traded in NOK.

See the full analysis in InvestWiser.

The charts, holdings and the comparison with other funds are in the app.

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