DNB Aktiv 50 B

Combination fund

1 year

Globe

USA

Largest region

Medium

Risk

Annual costs

Morningstar

 

Partial 

Sustainability

Development

Last 5 years
( ann.)

Description

  • DNB Aktiv 50 er et aktivt forvaltet kombinasjonsfond som normalt investerer 50 prosent av fondets midler i aksjemarkedet, og 50 prosent i rentemarkedet. Investeringene i DNB Aktiv 50 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 50 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
    NO0012774274

Risk

  • Medium (3 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 0,60 %

  • Platform fee
  • Kickback fee
  • Annual running costs

Other costs

  • Performance-based fee
  • Transaction costs
  • Costs for any currency exchanges are not included.

Allocation

  • Stocks 50%
    Interest 50%

Portfolio

Shows the fund's largest investments.

  • DNB Global Credit F
    12.9%
  • DNB Obligasjon F
    12.1%
  • DNB Kredittobligasjon F
    10.0%
  • DNB Quant Allocation DM - D
    8.8%
  • DNB Teknologi D
    7.8%
  • DNB Global High Grade F
    7.1%
  • DNB Quant Allocation AC - D
    6.6%
  • DNB High Yield D
    6.4%
  • DNB Finans A
    5.9%
  • DNB Norge Selektiv F
    5.6%