Holberg Triton N

Equity fund

1 year

Globe

Europe

Largest region

Medium

Risk

Annual costs

Morningstar

 

Partial 

Sustainability

Development

Last 5 years
( ann.)

Description

  • Holberg Triton er et aktivt forvaltet bransjefond som investerer i børsnoterte aksjer innen sjømatsektoren. Vi har en langsiktig tilnærming til investeringer, basert på bevisstheten om at verdiskapningen i bedriftene skjer over flere år. Fondet har en konsentrert portefølje av sjømatselskaper innen ulike deler av verdikjeden. I jakten på gode investeringer leter vi etter selskaper med høy lønnsomhet, sterke vekstutsikter, eierfokusert ledelse, bærekraftig forretningsmodell og attraktiv verdsettelse.

Investment horizon

  • Holberg Triton 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

    09 Sept 2025

  • Start date
    13 Oct 2016
  • ISIN
    NO0010774409

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 97%
    Interest 3%

Portfolio

Shows the fund's largest investments.

  • SalMar ASA
    9.4%
  • Vinh Hoan Corp
    8.3%
  • Bakkafrost P/F
    8.0%
  • Mowi ASA
    7.1%
  • Toyo Suisan Kaisha Ltd
    4.4%
  • Kyokuyo Co Ltd
    4.3%
  • Sanford Ltd
    4.2%
  • Frosta AG
    4.2%
  • Nordic Halibut AS
    4.1%
  • Masoval AS
    4.0%