Borea Fondsobligasjon N
Bond fund
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1 year
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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
01 Jul 2026
- Margin rate
- Start date04 Dec 2025
- ISINNO0013684134
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
- SustainabilityPartial
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.
- Nordea Bank ABP 7.11%4.1%
- Danske Bank A/S 7%3.7%
- DnB Bank ASA 6.73%3.5%
- Svenska Handelsbanken AB 4.536%3.5%
- SpareBank 1 Nord-Norge 7.35%3.4%
- Jaeren Sparebank 7.92%3.2%
- SpareBank 1 SMN 7.3%2.8%
- Sparebank 1 Ostfold Akershus 7.12%2.8%
- Aurskog Sparebank 7.86%2.4%
- Trondelag Sparebank 8.8%2.4%