All funds

Borea Norge N

Equity fund

1 year

Globe

Europe

Largest region

Medium

Risk

Annual costs

Morningstar

 

Partial 

Sustainability

Development

Last 5 years

Details

  • Borea Norge er et aktivt forvaltet UCITS-fond som investerer i norske aksjer. Fondets målsetting er å gi andelseieren en høyest mulig avkastning ved hovedsakelig å investere i norske aksjer. Fondet investerer i veletablerte kvalitetsselskaper, med robuste forretningsmodeller, som har demonstrert lønnsom drift over tid.
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Investment horizon

  • Borea Norge 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
  • NAV/Price

    10 May 2026

  • Margin rate
  • Start date
    11 Dec 2024
  • ISIN
    NO0013405811

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 0,75 %

  • Platform fee
  • Kickback fee
  • Annual running costs

Other costs

  • Performance-based fee
  • Transaction costs

  • Costs for any currency exchanges are not included.

Allocation

  • Stocks 94%
    Interest 6%

Portfolio

Shows the fund's largest investments.

  • Aker BP ASA
    8.6%
  • DNB Bank ASA
    8.2%
  • Equinor ASA
    5.7%
  • Kongsberg Gruppen ASA
    5.1%
  • Mowi ASA
    4.8%
  • Yara International ASA
    4.2%
  • Storebrand ASA
    3.8%
  • Scatec ASA Ordinary Shares
    3.0%
  • Gjensidige Forsikring ASA
    2.9%
  • Endur ASA
    2.7%
Borea Norge N - Buy mutual fund - DNB