DNB Aktiv 10 B

Combination fund

1 year

Globe

USA

Largest region

Low

Risk

Annual costs

Morningstar

 

Partial 

Sustainability

Development

Last 5 years
( ann.)

Description

  • DNB Aktiv 10 er et aktivt forvaltet kombinasjonsfond som normalt investerer 10 prosent av fondets midler i aksjemarkedet, og 90 prosent i rentemarkedet. Investeringene i DNB Aktiv 10 har en bred eksponering i de globale og norske markedene. Fondet oppnår sin eksponering hovedsakelig gjennom verdipapirfondsandeler i andre aksje- og rentefond (herunder pengemarkedsfond og obligasjonsfond). Fondets målsetning er over tid å gi bedre avkastning etter kostnader enn fondets referanseindeks.

Investment horizon

  • DNB Aktiv 10 B is a Combination fund. This mutual fund type is suitable for those who plan to save for at least 3 - 5 years.

Characteristics

  • Minimum amount
  • Sharpe 3 years
  • Price/NAV

    04 Sept 2025

  • Start date
    14 Dec 2022
  • ISIN
    NO0012774258

Risk

  • Low (2 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 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 10%
    Interest 90%

Portfolio

Shows the fund's largest investments.

  • DNB Global Credit F
    16.4%
  • DNB Likviditet F
    14.2%
  • DNB FRN F
    13.6%
  • DNB Kredittobligasjon F
    11.5%
  • DNB Obligasjon F
    11.4%
  • DNB Global High Grade F
    9.1%
  • DNB High Yield D
    6.5%
  • DNB Obligasjon 20 F
    4.2%
  • DNB Quant Allocation DM - D
    1.7%
  • DNB Teknologi D
    1.5%