Securities and Bank Deposits
The portfolio is structured with a target allocation of approximately 60 percent equities and 40 percent fixed-income investments. In addition, the Group maintains a strong liquidity position through substantial bank deposits.
Stocks
45
%
Bonds
33
%
Bank deposits
22
%
Equities and Equity Funds
Wenaasgruppen invests in shares and equity certificates listed on the Oslo Stock Exchange. The investment approach is long-term and focused on financially sound companies with a strong track record of dividend generation and value creation.
Finance
38
%
Real estate/Building and Construction
15
%
Energy
14
%
Industry
7
%
Insuring
6
%
Consumer Goods
5
%
Consumer Durables and Other
5
%
Material
4
%
Technology and Telecom
4
%
Mutual fund
4
%
Bonds and Bond Funds
Wenaasgruppen invests in high-yield corporate bonds and subordinated bank bonds issued by Nordic companies, banks, and financial institutions. In addition, the Group has allocated capital to two high-yield bond funds, providing diversification and exposure to attractive fixed-income opportunities.
Industrial Bonds
49
%
Subordinated Bonds
31
%
Bond Funds
19
%
