All funds

Fondsfinans Fornybar Energi B

Equity fund

1 year

Region

USA

Largest region

Medium

Risk

Cost

Morningstar

 

Yes 

Sustainability

Development

Last 5 years

Description

  • Fondsfinans Fornybar Energi er et aktivt forvaltet aksjefond som investerer globalt i selskaper som er med på å forsøke å løse verdens klimautfordringer. Fondet vil primært investere i hele verdikjeden til selskaper som produserer fornybar energi, herunder leverandører av produkter og tjenester tilknyttet fornybar energi sektoren, inklusiv lagring og transport. Fondets målsetting er å gi andelseierne best mulig risikojustert avkastning over tid, gjennom en aktivt forvaltet portefølje bestående hovedsakelig av aksjer i selskaper som arbeider innenfor fornybar energi sektoren over hele verden. For mer informasjon, se fondets prospekt.
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Investment horizon

  • Fondsfinans Fornybar Energi 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

    04 Jun 2025

  • Start date
    22 May 2024
  • ISIN
    NO0013168757

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 0,70 %

  • 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.

  • Schneider Electric SE
    8.0%
  • Prysmian SpA
    7.6%
  • NextEra Energy Inc
    6.7%
  • First Solar Inc
    5.6%
  • Scatec ASA Ordinary Shares
    4.8%
  • Iberdrola SA
    4.7%
  • BYD Co Ltd Class H
    4.7%
  • Enel SpA
    4.7%
  • SSE PLC
    4.6%
  • Cadeler AS Ordinary Shares
    4.4%