DNB Fund - Nordic Small Cap Retail A (N) (NOK)

Equity fund

1 year

Globe

Europe

Largest region

High

Risk

Annual costs

Morningstar

 

Partial 

Sustainability

Development

Last 5 years
( ann.)

Description

  • DNB Fund - Nordic Small Cap investerer i de nordiske aksjemarkedene, og da fortrinnsvis i små- og mellomstore selskaper. Aksjene som fondet investerer i er hovedsakelig utstedt av selskaper hjemmehørende i Norden; eller fra selskaper som utøver en betydelig del av virksomheten i Norden; eller i aksjer som hovedsakelig omsettes i Norden. Fondets investeringer i fremmed valuta vil ikke sikres til norske kroner. Fondet er aktivt forvaltet og har som mål å over tid gi bedre avkastning etter kostnader enn fondets referanseindeks.

Investment horizon

  • DNB Fund - Nordic Small Cap Retail A (N) (NOK) 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

    04 Sept 2025

  • Start date
    18 Dec 2019
  • ISIN
    LU2061960501

Risk

  • High (5 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 0,85 %

  • 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.

  • Humble Group AB
    5.1%
  • Embracer Group AB
    5.0%
  • Talenom PLC
    2.4%
  • Sinch AB
    2.3%
  • Vestum AB
    2.2%
  • Bravida Holding AB
    2.0%
  • Scandinavian Astor Group AB
    2.0%
  • Afry AB Class B
    1.8%
  • Stillfront Group AB
    1.8%
  • Asmodee Group AB Ordinary Shares - Class B
    1.5%