Danske Invest Norge Vekst

Equity fund

1 year

Region

Europe

Largest region

Medium

Risk

Cost

Morningstar

 

Partial 

Sustainability

Development

Last 5 years
( ann.)

Description

  • Investerer utelukkende i norske aksjer, både aksjer notert ved Oslo Børs, aksjer tatt opp til handel på andre norske, regulerte markeder og unoterte aksjer. Fondet vil normalt være investert i 30-50 aksjer og er et UCITS fond.Dette fondet er kategorisert som artikkel 8 under SFDR og fremmer miljømessige og/eller sosiale egenskaper i tillegg til god selskapsstyring gjennom screening, ekskluderinger, investeringsanalyser, beslutningstaking og aktivt eierskap. Fondet følger Danske Invests retningslinjer for ansvarlige investeringer.Fondet er aktivt forvaltet. Dette betyr at fondet forsøker å finne de investeringene vi tror vil bidra til høyeste risikojusterte avkastning for deg. Denne strategien innebærer at fondet vil avvike fra indeks, og at avkastningen både kan bli høyere og lavere enn denne.

Investment horizon

  • Danske Invest Norge Vekst 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

    04 Jun 2025

  • Start date
    02 Jan 1994
  • ISIN
    NO0008000486

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

Costs

  • Ongoing costs

    Includes management fees of 1,75 %

  • 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 99%
    Interest 1%

Portfolio

Shows the fund's largest investments.

  • Integrated Wind Solutions ASA
    7.6%
  • Smartoptics Group AS Ordinary Shares
    5.7%
  • Crayon Group Holding ASA Shs
    5.2%
  • Cadeler AS Ordinary Shares
    5.1%
  • Norbit ASA Ordinary Shares
    5.1%
  • Cloudberry Clean Energy ASA Ordinary Shares
    5.0%
  • Kitron ASA
    4.8%
  • Kongsberg Gruppen ASA
    4.8%
  • Aker BP ASA
    4.1%
  • Medistim ASA
    4.0%