Storebrand Global Optimised N
Equity fund
1 year
USA
Largest region
Medium
Risk
Annual costs
Morningstar
Partial
Sustainability
Development
Last 5 years
( ann.)
Description
- Storebrand Global ESG er et globalt aksjefond som søker å skape langsiktig verdistigning gjennom en modellbasert portefølje av aksjer fra utviklede markeder. Fondet forvaltes systematisk og søker å gjenskape referanseindeksens avkastning og risiko, så nært som mulig, samtidig som et utvidet bærekraftsfokus anvendes. Et utvidet bærekraftsfokus oppnås ved å investere i selskaper med høy bærekraftsrating, og unngå de med lav rating.
Investment horizon
- Storebrand Global Optimised N 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
21 Oct 2025
- Start date27 Aug 2020
- ISINNO0010817620
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
- SustainabilityPartial
Annual cost
- Ongoing costs
Includes management fees of 0,30 %
- Platform fee
- Kickback fee
- Annual running costs
Other costs
- Performance-based fee
- Transaction costs
Costs for any currency exchanges are not included.
Allocation
- Stocks 100%Interest 0%
Portfolio
Shows the fund's largest investments.
- NVIDIA Corp5.9%
- Microsoft Corp4.8%
- Apple Inc4.6%
- Amazon.com Inc2.5%
- Broadcom Inc1.8%
- Meta Platforms Inc Class A1.8%
- Tesla Inc1.7%
- Alphabet Inc Class A1.7%
- Visa Inc Class A1.5%
- Alphabet Inc Class C1.5%