30 December 2023

Total Portfolio KPI’s

KPIStatus
Annual saving targetAchieved in 2023
Minimize sales transactions7 YTD – Achieved in 2023
Annual Returns surpassing the Benchmark19.0% vs 28.3% (KLP AksjeGlobal Indeks)
Benchmark ISIN NO0010776040

Wikifolio KPI’s

KPIStatus
Fully invested, cash less than 5%Achieved in 2023
Minimize sales transactions21 YTD – Not achieved in 2023
Annual Returns surpassing the Benchmark28.3% vs 20.1% (iShares Core MSCI World Acc.)
Benchmark ISIN IE00B4L5Y983