Borea Nordic High Yield N
Bond fund
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1 year
Europe
Largest region
Medium
Risk
Annual costs
Morningstar
Partial
Sustainability
Development
Last 5 years
Details
- Borea Nordic High Yield er et aktivt forvaltet UCITS-fond som investerer i rentebærende omsettelig verdipapirer. Fondet er i henhold til Verdipapirfondenes forenings definisjoner klassifisert som et nnet rentefond. Fondet har et bransjeuavhengig nordisk investeringsmandat og investerer hovedsakelig i høyrentepapirer utstedt av selskaper som har tilknytning til Norden. Inntil 20 % av fondets kapital kan plasseres i rentepapirer utstedt av selskaper uten tilknytning til Norden
Investment horizon
- Borea Nordic High Yield 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
09 Jul 2026
- Margin rate
- Start date04 Dec 2025
- ISINNO0013684191
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 Eiendomskreditt AS 5.29%2.6%
- Neo Next Plus Energy Ltd. 6.625%2.6%
- GLX Holding AS (Glamox) 7.658%2.5%
- Knutsen Group 7.5%2.4%
- Trustly AB 8.825%2.3%
- Kistefos AS 8.34%2.1%
- Clavona Bidco Aps 7.541%2.0%
- Archer Norge AS 9.5%1.9%
- Navios Maritime Partners LP 7.75%1.8%
- Diversified Gas & Oil Corp 9.75%1.8%