FIRST Opportunities
Equity fund
1 year
Europe
Largest region
Medium
Risk
Annual costs
Morningstar
Partial
Sustainability
Development
Last 5 years
( ann.)
Description
- Identify and invest in quality companies offering superb growth potential. The targeted investment universe mainly consists of small and medium sized companies in Norway.
Investment horizon
- FIRST Opportunities 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
09 Sept 2025
- Start date20 Jan 2022
- ISINNO0011073835
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 1,65 %
- Platform fee
- Kickback fee
- Annual running costs
Other costs
- Performance-based fee
- Transaction costs
Costs for any currency exchanges are not included.
Allocation
- Stocks 94%Interest 6%
Portfolio
Shows the fund's largest investments.
- Schibsted ASA Class B7.2%
- Bakkafrost P/F7.2%
- Odfjell Drilling Ltd5.5%
- Aker BP ASA5.3%
- Kitron ASA4.8%
- Kid ASA4.4%
- LINK Mobility Group Holding ASA Ordinary Shares4.4%
- Elmera Group ASA Ordinary Shares4.4%
- Europris ASA4.3%
- SATS ASA Ordinary Shares4.3%