All funds

Fondsfinans Global Helse B

Equity fund

1 year

Globe

USA

Largest region

Medium

Risk

Annual costs

Morningstar

 

Partial 

Sustainability

Development

Last 5 years
( ann.)

Description

  • Fondsfinans Global Helse er et aktivt forvaltet globalt aksjefond som investerer i store og likvide selskaper innen helsesektoren. Fondet har som målsetting å skape god risikojustert avkastning over tid. Fondets midler blir investert i børsnoterte selskaper innen legemidler, bioteknologi, medisinsk utsyr og tjenester. Investeringer i fremmed valuta blir ikke valutasikret. For mer informasjon, se fondets prospekt.
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Investment horizon

  • Fondsfinans Global Helse 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 date
    22 May 2024
  • ISIN
    NO0013168740

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 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 97%
    Interest 3%

Portfolio

Shows the fund's largest investments.

  • UnitedHealth Group Inc
    6.7%
  • Novartis AG Registered Shares
    6.6%
  • Eli Lilly and Co
    6.3%
  • Roche Holding AG
    6.1%
  • AbbVie Inc
    5.9%
  • HCA Healthcare Inc
    4.6%
  • Abbott Laboratories
    4.5%
  • Gilead Sciences Inc
    4.3%
  • The Cigna Group
    4.0%
  • Icon PLC
    3.9%