All funds

Eika Norden N

Equity fund

1 year

Globe

Europe

Largest region

Medium

Risk

Annual costs

Morningstar

 

Partial 

Sustainability

Development

Last 5 years

Description

  • Fondet investerer primært i aksjer notert på nordiske børser eller tilsvarende markedsplasser, men har anledning til å investere inntil 20% av fondets forvaltningskapital på andre markedsplasser primært innen OECD-området. Fondet forvaltes med en aktiv investeringsstrategi. Investeringene velges ut fra forvalters makrobaserte vurderinger av attraktive regioner, land, sektorer og investeringstemaer sammen med grundige analyser av det enelte selskap.
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Investment horizon

  • Eika Norden N 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

    08 Sept 2025

  • Start date
    28 Apr 2024
  • ISIN
    NO0011031486

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 1,00 %

  • 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.

  • Novo Nordisk AS Class B
    8.1%
  • Investor AB Class B
    5.9%
  • Nordea Bank Abp
    4.8%
  • EQT AB Ordinary Shares
    4.6%
  • Atlas Copco AB Class A
    4.4%
  • ABB Ltd
    3.7%
  • Swedbank AB Class A
    3.6%
  • Hexagon AB Class B
    3.6%
  • Skandinaviska Enskilda Banken AB Class A
    3.6%
  • Danske Bank AS
    3.1%