Fondsfinans Fornybar Energi B
Equity fund
1 year
USA
Largest region
Medium
Risk
Annual costs
Morningstar
Yes
Sustainability
Development
Last 5 years
Description
- Fondsfinans Fornybar Energi er et aktivt forvaltet aksjefond som investerer globalt i selskaper som er med på å forsøke å løse verdens klimautfordringer. Fondet vil primært investere i hele verdikjeden til selskaper som produserer fornybar energi, herunder leverandører av produkter og tjenester tilknyttet fornybar energi sektoren, inklusiv lagring og transport. Fondets målsetting er å gi andelseierne best mulig risikojustert avkastning over tid, gjennom en aktivt forvaltet portefølje bestående hovedsakelig av aksjer i selskaper som arbeider innenfor fornybar energi sektoren over hele verden. For mer informasjon, se fondets prospekt.
Investment horizon
- Fondsfinans Fornybar Energi B 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 date22 May 2024
- ISINNO0013168757
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
- SustainabilityYes
Annual cost
- Ongoing costs
Includes management fees of 0,70 %
- Platform fee
- Kickback fee
- Annual running costs
Other costs
- Performance-based fee
- Transaction costs
Costs for any currency exchanges are not included.
Allocation
- Stocks 96%Interest 4%
Portfolio
Shows the fund's largest investments.
- Prysmian SpA9.0%
- First Solar Inc7.4%
- Schneider Electric SE7.2%
- NextEra Energy Inc6.2%
- Scatec ASA Ordinary Shares5.4%
- Nextracker Inc Ordinary Shares - Class A4.7%
- Iberdrola SA4.6%
- Enel SpA4.3%
- Vestas Wind Systems AS4.3%
- Cadeler AS Ordinary Shares4.3%