DNB Barnefond A

Index fund

1 year

Globe

Europe

Largest region

Medium

Risk

Annual costs

Morningstar

 

Partial 

Sustainability

Development

Last 5 years
( ann.)

Description

  • DNB Barnefond er et indeksnært aksjefond hvor 80 prosent normalt investeres i aksjer som er notert i de nordiske markedene, og resterende andel investeres i internasjonale aksjer gjennom eierandeler i verdipapirfondet DNB Klima Indeks. DNB Barnefond investerer ikke i selskaper med direkte eksponering til fossilt brensel eller i selskaper med høy grad av klimagassutslipp. Fondet har tilleggskriterier utover DNBs retningslinjer for ansvarlige investeringer og investerer ikke i selskaper innen konvensjonelle våpen, kommersiell spillvirksomhet og produksjon av alkohol.

Investment horizon

  • DNB Barnefond A is a Index 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

    03 Sept 2025

  • Start date
    16 Feb 1997
  • ISIN
    NO0010336977

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

Annual cost

  • Ongoing costs

    Includes management fees of 0,10 %

  • Platform fee
  • Kickback fee
  • Annual running costs

Other costs

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

Allocation

  • Stocks 99%
    Interest 1%

Portfolio

Shows the fund's largest investments.

  • DNB Klima Indeks A
    19.5%
  • Novo Nordisk AS Class B
    6.9%
  • Investor AB Class B
    3.2%
  • Nordea Bank Abp
    2.8%
  • DSV AS
    2.6%
  • Volvo AB Class B
    2.6%
  • Atlas Copco AB Class A
    2.3%
  • Assa Abloy AB Class B
    1.7%
  • Skandinaviska Enskilda Banken AB Class A
    1.6%
  • DNB Bank ASA
    1.6%