Carnegie Fastighetsfond Norden C Carnegie Nordisk Eiendom
Equity fund
1 year
Europe
Largest region
High
Risk
Annual costs
Morningstar
Partial
Sustainability
Development
Last 5 years
( ann.)
Description
- Carnegie Fastighetsfond Norden investerer i eiendomsaksjer på det nordiske aksjemarkedet. Fondet investerer langsiktig og hovedsakelig i rene eiendomsselskaper med ferdigstilte eiendommer. I tillegg til dette kan investeringer også gjøres i entreprenør- og byggeselskaper, det vil si selskaper som produserer bygninger og infrastruktur. .
Investment horizon
- Carnegie Fastighetsfond Norden C Carnegie Nordisk Eiendom 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
24 Jun 2025
- Start date12 Nov 2015
- ISINSE0007412994
Risk
- High (5 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
Costs
- Ongoing costs
Includes management fees of 1,60 %
- Platform fee
- Kickback fee
- Annual running costs
- Performance-based fee
Any transaction costs to the manager are not included in the cost overview. These are stated under cost details on the summary page before you purchase the fund. Costs for any currency exchanges are not included.
Allocation
- Stocks 95%Interest 5%
Portfolio
Shows the fund's largest investments.
- Castellum AB9.1%
- Fastighets AB Balder Class B8.2%
- AB Sagax Class B7.2%
- Nyfosa AB6.7%
- Pandox AB Class B4.5%
- Catena AB4.4%
- Dios Fastigheter AB4.2%
- Platzer Fastigheter Holding AB Class B4.2%
- Wihlborgs Fastigheter AB4.0%
- Cibus Nordic Real Estate AB4.0%