Returns powered by trees

Forest as an asset class has, over the centuries and through market collapses, delivered solid above-stockmarket returns. J&O Forest Fund now has over six years of track record with solid performance. The fund is to be re-structured into a Swedish public company with an aim to list the company. The fund is therefore closed for new subscriptions as well as redemptions.

 

CLASS A NAV OKT -0,17% EUR -2,95% GBP 2,15% USD 3,20% NOK

 

CLASS C NAV CLASS D (SDB) NAV
CurrencyPerformanceNAVCurrencyPerformanceNAV
EUR-0,04%135,60SEK0,26%1528,48
USD2,28%119,82
SEK0,34%1747,71
YEAR TO DATE: +10.77% RISK: 1 2 3 4 5 6 7

Latest montly report

News

Sep 30 NAV delay

The end of the Fund´s financial year is Sep 30. We always try to have updated volume assessments of the forest holdings as well as current updated price data. We have seen delays in the delivery of these data from the independent forest engineers we use. Now, data has...

Q & A ENG/SWE

Will the conversion trigger the exit fee?

No. The exit fee of 5% (Class A) or 6% (Class D) which is stepped down over five (or six) years will NOT be applied in connexion with the conversion.