All funds

Arctic Norwegian Equities B

Equity fund

1 year

Region

Europe

Largest region

Medium

Risk

Annual costs

Morningstar

 

Partial 

Sustainability

Development

Last 5 years
( ann.)

Description

  • Fondets målsetning er å oppnå god avkastning gjennom langsiktige investeringer primært i selskaper notert på det norske aksjemarkedet. Vår investeringsavdeling har lang erfaring i å utfordre konsensus. Vi søker å oppnå investeringsmålet gjennom aktiv porteføljeforvaltning. Vår analyse av selskaper, sektorer, markeder og makroøkonomiske forhold resulterer i selektive selskapsinvesteringer. Det er ingen begrensninger for hvilke sektorer eller aksjer innenfor det norske aksjemarkedet fondet kan investere i. Fondet er en aksjeplukker og porteføljens sammensetning kan/vil avvike betydelig fra referanseindeksen. Fondets referanseindeks er Oslo Børs Fondsindeks (OSEFX). Fondet er et UCITS-fond.
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Investment horizon

  • Arctic Norwegian Equities B is a Equity fund. This mutual fund type is suitable for those who plan to save for at least 6 years.

Characteristics

  • Minimum amount
  • Sharpe 3 years
  • Price/NAV

    25 Jun 2025

  • Start date
    18 Nov 2010
  • ISIN
    IE00B42BX430

Risk

  • Medium (4 of 7)

Morningstar rating

  • The Morningstar Rating is an objective standard that tells us how well a fund has done compared to similar funds. If a fund performs better than other funds it is compared with, it receives a high rating. Correspondingly, a fund receives a low rating if it performs worse than similar funds.

Sustainability

Costs

  • Ongoing costs

    Includes management fees of 1,00 %

  • Platform fee
  • Kickback fee
  • Annual running costs
  • Performance-based fee

  • Any transaction costs to the manager are not included in the cost overview. These are stated under cost details on the summary page before you purchase the fund. Costs for any currency exchanges are not included.

Allocation

  • Stocks 93%
    Interest 7%

Portfolio

Shows the fund's largest investments.

  • DNB Bank ASA
    7.4%
  • Odfjell Drilling Ltd
    7.3%
  • Kongsberg Gruppen ASA
    6.9%
  • Mowi ASA
    5.6%
  • LINK Mobility Group Holding ASA Ordinary Shares
    5.0%
  • Equinor ASA
    4.9%
  • Atea ASA
    4.6%
  • Aker BP ASA
    3.6%
  • Schibsted ASA Class B
    3.4%
  • Norbit ASA Ordinary Shares
    3.3%