Nordea 1 - Global Sustainable Stars Equity Fund BP NOK

Equity fund

1 year

Globe

USA

Largest region

Medium

Risk

Annual costs

Morningstar

 

Partial 

Sustainability

Development

Last 5 years
( ann.)

Description

  • To provide shareholders with investment growth in the long term. The fund mainly invests in equities of companies from anywhere in the world. Specifically, the fund invests at least 75% of total assets in equities and equity-related securities. The fund will be exposed (through investments or cash) to other currencies than the base currency.

Investment horizon

  • Nordea 1 - Global Sustainable Stars Equity Fund BP NOK 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

    10 Sept 2025

  • Start date
    16 May 2016
  • ISIN
    LU0985320216

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 1,50 %

  • 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.

  • Microsoft Corp
    5.6%
  • NVIDIA Corp
    5.0%
  • Amazon.com Inc
    4.3%
  • Apple Inc
    3.3%
  • Alphabet Inc Class A
    2.6%
  • Tencent Holdings Ltd
    2.5%
  • Nestle SA
    2.3%
  • Mastercard Inc Class A
    2.3%
  • Meta Platforms Inc Class A
    2.2%
  • Colgate-Palmolive Co
    2.0%