Landkreditt Utbytte

Overview

Landkreditt Utbytte is a Norwegian mutual fund established on February 28, 2013, focusing on investments in dividend-yielding stocks and equity certificates listed on the Oslo Stock Exchange. The fund aims to provide investors with a steady income stream through dividends while maintaining capital growth. It is managed by Truls Haugen, who employs a strategy emphasizing companies with strong market positions, solid earnings potential, and robust financial structures. The fund primarily invests in Norwegian companies across various sectors, including financial services, energy, healthcare, consumer goods, technology, telecommunications, materials, utilities, real estate, consumer services, industrials, basic materials, consumer non-durables, transportation, and retail trade. This diversified approach seeks to mitigate risk and capitalize on opportunities within the Norwegian market. The minimum investment amount is 300 NOK, making it accessible to a broad range of investors. As of December 15, 2025, the fund's class A shares have a net asset value of 403.59 NOK, reflecting a 23.18% return over the past year. The fund has demonstrated consistent performance, with an average annual return of 13.40% since its inception. Investors are encouraged to consider a minimum investment horizon of five years to align with the fund's long-term investment strategy. The fund's annual management fee is 1.30%, with no subscription or redemption fees, ensuring cost-effective investment management for its shareholders.

Investment Focus

• Recommended investment horizon: Minimum five years