First Fondene

FIRST Fondene is an independent fund management company based in Oslo. It manages a range of funds, including the UCITS equity funds FIRST Global Focus A and FIRST Opportunities, the mixed-asset fund FIRST AllWeather J, the high-yield bond fund FIRST High Yield A, the Nordic real estate fund FIRST Nordic Real Estate, the sustainability fund FIRST Impact A and the healthcare fund FIRST HealthInvest.

Investors buy units in the funds, with a minimum subscription of 1000 NOK for the listed funds. The company earns management fees on its funds, and several of them also charge a success fee. The website publishes monthly fund reports and historical returns for each fund.

The company was founded in 2009 and is headquartered in Oslo. Its fund lineup includes both UCITS and AIF structures, and most funds are marked as signatories of the UN-supported Principles for Responsible Investment.

Product: Actively managed investment funds (UCITS and AIF) in equity, bond, mixed, real estate, healthcare and sustainability strategies.