All funds

FIRST Global Focus

Equity fund

1 year

Globe

Europe

Largest region

High

Risk

Annual costs

Morningstar

 

Partial 

Sustainability

Development

Last 5 years
( ann.)

Description

  • Fondets portefølje vil bestå av et fokusert utvalg globale aksjer. Fondet har en aktiv investeringsstrategi og vesentlige avvik fra referanseindeksen må påregnes. Forvaltningsselskapet vil basere sine investeringsbeslutninger i enkeltpapirer på bakgrunn av en fundamental prosess som fokuserer på analyse av selskapenes verdsettelse og vekstpotensialet. Den grunnleggende analytiske prosessen baseres på en dyptgående tolkning av relevante regnskapsmessige nøkkeltall som kombineres med kontinuerlig analyse av enkeltpapirers prisfastsettelse, relativt til tilsvarende selskaper og til markeder generelt
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Investment horizon

  • FIRST Global Focus 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

    08 Oct 2025

  • Start date
    14 Sept 2017
  • ISIN
    NO0010802556

Risk

  • High (5 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

Annual cost

  • Ongoing costs

    Includes management fees of 1,25 %

  • Platform fee
  • Kickback fee
  • Annual running costs

Other costs

  • Performance-based fee
  • Transaction costs

  • Costs for any currency exchanges are not included.

Allocation

  • Stocks 95%
    Interest 5%

Portfolio

Shows the fund's largest investments.

  • Alibaba Group Holding Ltd ADR
    9.1%
  • Ping An Insurance (Group) Co. of China Ltd Class H
    8.6%
  • SoftwareONE Holding AG Ordinary Shares
    7.3%
  • Elkem ASA Ordinary Shares
    6.7%
  • Pandora AS
    6.2%
  • Midea Group Co Ltd Ordinary Shares - Class H
    4.5%
  • Lundin Mining Corp
    4.4%
  • JD.com Inc ADR
    4.4%
  • Fastighets AB Balder Class B
    4.4%
  • Star Bulk Carriers Corp
    4.3%