DNB Grønt Skifte 50 B
Combination fund
1 year
USA
Largest region
Medium
Risk
Annual costs
Morningstar
Partial
Sustainability
Development
Last 5 years
Description
- Fondet er et kombinasjonsfond som hovedsakelig investerer i verdipapirfondsandeler i underfond forvaltet av DNB Asset Management, som er klassifisert som aksjefond og rentefond (herunder likviditets- og obligasjonsfond). Fondets eksponering i aksjefond vil normalt utgjøre 50 prosent av fondets midler. Fondet vil fremme miljømessige og sosiale egenskaper ved fortrinnsvis å investere i underfond med særskilt bærekrafttematikk. Investeringsmulighetene inkluderer, blant annet, underfond som investerer i selskaper som er godt posisjonert inn mot det grønne skifte.
Investment horizon
- DNB Grønt Skifte 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
07 Sept 2025
- Start date10 Dec 2023
- ISINNO0013080598
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
- SustainabilityPartial
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 49%Interest 51%
Portfolio
Shows the fund's largest investments.
- DNB Obligasjon Norden D13.4%
- DNB Low Carbon Credit D12.0%
- DNB Fund Future Waves Retail A (N) NOK9.5%
- DNB Global Klima Faktor D9.5%
- DNB Klima Indeks D9.5%
- DNB Global High Grade D8.0%
- DNB Grønt Skifte Norden D7.3%
- DNB Obligasjon D6.7%
- DNB Miljøinvest D6.5%
- DNB Fund - Brighter Future Retl A (N)NOK5.0%