Borea Fondsobligasjon N

Bond fund

No data to display ...

1 year

Globe

No data to display ...

Largest region

Medium

Risk

Annual costs

Morningstar

 

Partial 

Sustainability

Development

Last 5 years

Details

  • Borea Fondsobligasjon er et aktivt forvaltet UCITS-fond som investerer i rentebærende omsettelig verdipapirer. Fondet er i henhold til Verdipapirfondenes forenings definisjoner klassifisert som et annet rentefond.

Investment horizon

  • Borea Fondsobligasjon N is a Bond fund. This mutual fund type is suitable for those who plan to save for at least 2 - 3 years.

Characteristics

  • Minimum amount
  • Sharpe 3 years
  • NAV/Price
  • Margin rate
  • Start date
  • ISIN
    NO0013684134

Risk

  • Medium (3 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 0,50 %
  • Platform fee
  • Kickback fee
  • Annual running costs

Other costs

  • Performance-based fee
  • Transaction costs
  • Costs for any currency exchanges are not included.

Allocation

  • Stocks 0%
    Interest 100%

Portfolio

Shows the fund's largest investments.

  • Danske Bank A/S 6.85%
    4.8%
  • Nordea Bank ABP 7.13%
    4.5%
  • Skandinaviska Enskilda Banken AB (publ) 6.75%
    3.7%
  • Swedbank AB (publ) 4%
    3.7%
  • DnB Bank ASA 6.85%
    2.6%
Borea Fondsobligasjon N - Buy mutual fund - DNB