30 December 2023
Total Portfolio KPI’s
| KPI | Status |
| Annual saving target | Achieved in 2023 |
| Minimize sales transactions | 7 YTD – Achieved in 2023 |
| Annual Returns surpassing the Benchmark | Achieved 19.0% vs 9.8% (5% plus Norwegian inflation) |
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Wikifolio KPI’s
| KPI | Status |
| Fully invested, cash less than 5% | Achieved in 2023 |
| Minimize sales transactions | 21 YTD – Not achieved in 2023 |
| Annual Returns surpassing the Benchmark | 28.3% vs 20.1% (iShares Core MSCI World Acc.) |
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