Swedbank Robur Nordenfond

Equity fund

1 year

Region

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 date
    30 Dec 1991
  • ISIN
    SE0000537722

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 1,25 %

  • 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 B
    9.2%
  • Novo Nordisk AS Class B
    8.4%
  • DSV AS
    5.7%
  • Atlas Copco AB Class B
    5.4%
  • Volvo AB Class B
    5.0%
  • Sampo Oyj Class A
    4.6%
  • Pandora AS
    4.3%
  • DNB Bank ASA
    3.8%
  • Telefonaktiebolaget L M Ericsson Class B
    3.4%
  • ABB Ltd
    3.3%