DNB Aktiv 50 A
Combination fund
1 year
USA
Largest region
Medium
Risk
Cost
Morningstar
Partial
Sustainability
Development
Last 5 years
( ann.)
Description
- DNB Aktiv 50 er et aktivt forvaltet kombinasjonsfond som normalt investerer 50 prosent av fondets midler i aksjemarkedet, og 50 prosent i rentemarkedet. Investeringene i DNB Aktiv 50 har en bred eksponering i de globale og norske markedene. Fondet oppnår sin eksponering hovedsakelig gjennom verdipapirfondsandeler i andre aksje- og rentefond (herunder pengemarkedsfond og obligasjonsfond). Fondets målsetning er over tid å gi bedre avkastning etter kostnader enn fondets referanseindeks.
Investment horizon
- DNB Aktiv 50 A is a Combination fund. This mutual fund type is suitable for those who plan to save for at least 3 - 5 years.
Characteristics
- Minimum amount
- Sharpe 3 years
- Price/NAV
04 Jun 2025
- Start date16 Feb 1997
- ISINNO0010337603
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
Costs
- Ongoing costs
Includes management fees of 0,65 %
- 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 46%Interest 54%
Portfolio
Shows the fund's largest investments.
- DNB Global Credit F13.2%
- DNB Obligasjon F12.4%
- DNB Kredittobligasjon F10.3%
- DNB Quant Allocation DM - D8.6%
- DNB Global High Grade F7.4%
- DNB Teknologi D6.9%
- DNB Quant Allocation AC - D6.5%
- DNB High Yield D5.9%
- DNB Finans A5.6%
- DNB Norge Selektiv F5.4%