Swedbank Robur Nordenfond
Equity fund
1 year
Europe
Largest region
Medium
Risk
Annual costs
Morningstar
Partial
Sustainability
Development
Last 5 years
( ann.)
Description
- Fondet er et aksjefond som investerer i nordiske selskaper innen forskjellige bransjer. Fondet investerer i aksjer og aksjerelaterte omsettelige verdipapirer og kan investere opptil 10 % av fondets verdi i andre fond. Derivatinstrumenter kan anvendes som et ledd i fondets investeringsstrategi.
Investment horizon
- Swedbank Robur Nordenfond 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
15 Jul 2025
- Start date30 Dec 1991
- ISINSE0000537722
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
Costs
- Ongoing costs
Includes management fees of 1,25 %
- 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 99%Interest 1%
Portfolio
Shows the fund's largest investments.
- Investor AB Class B9.2%
- Novo Nordisk AS Class B8.4%
- DSV AS5.7%
- Atlas Copco AB Class B5.4%
- Volvo AB Class B5.0%
- Sampo Oyj Class A4.6%
- Pandora AS4.3%
- DNB Bank ASA3.8%
- Telefonaktiebolaget L M Ericsson Class B3.4%
- ABB Ltd3.3%