DNB Low Carbon Credit B

Bond fund

1 year

Globe

No data to display ...

Largest region

Low

Risk

Annual costs

Morningstar

 

Partial 

Sustainability

Development

Last 5 years
( ann.)

Description

  • Fondet er et obligasjonsfond som hovedsakelig investerer i rentebærende verdipapirer utstedt av internasjonale foretak og finansinstitusjoner, og fortrinnsvis denominert i EUR, USD, CAD, GBP, AUD, CHF, JPY og SEK. Fondets investeringer er valutasikret i norske kroner.

Investment horizon

  • DNB Low Carbon Credit B is a Bond fund. This mutual fund type is suitable for those who plan to save for at least 2 - 3 years.

Characteristics

  • Minimum amount
  • Sharpe 3 years
  • Price/NAV

    07 Sept 2025

  • Start date
    14 Dec 2022
  • ISIN
    NO0012771403

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 0,15 %

  • Platform fee
  • Kickback fee
  • Annual running costs

Other costs

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

Allocation

  • Stocks 0%
    Interest 100%

Portfolio

Shows the fund's largest investments.

  • 2 Yr Treasury Note Sep 25 / Tuu5
    50.7%
  • 5 Yr Treasury Note Sep 25 / Fvu5
    13.3%
  • Euro Schatz Future Sept 25
    3.7%
  • Eurohome UK Mortgages 2007-2 plc 5.7341%
    1.1%
  • Wells Fargo & Co. 1.375%
    1.0%
  • Cloverie plc 1.5%
    0.9%
  • Svenska Handelsbanken AB 4.75%
    0.9%
  • Long Gilt Future Sept 25
    0.9%
  • Pacific Life Global Funding II 4.94649%
    0.9%
  • JPMorgan Chase & Co. 1.04%
    0.8%