Eika Norden N
Equity fund
1 year
Europe
Largest region
Medium
Risk
Cost
Morningstar
Partial
Sustainability
Development
Last 5 years
Description
- Fondet investerer primært i aksjer notert på nordiske børser eller tilsvarende markedsplasser, men har anledning til å investere inntil 20% av fondets forvaltningskapital på andre markedsplasser primært innen OECD-området. Fondet forvaltes med en aktiv investeringsstrategi. Investeringene velges ut fra forvalters makrobaserte vurderinger av attraktive regioner, land, sektorer og investeringstemaer sammen med grundige analyser av det enelte selskap.
Investment horizon
- Eika Norden 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
- Price/NAV
03 Jun 2025
- Start date28 Apr 2024
- ISINNO0011031486
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
- SustainabilityPartial
Costs
- Ongoing costs
Includes management fees of 1,00 %
- 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.
- Novo Nordisk AS Class B8.0%
- Nordea Bank Abp6.8%
- Atlas Copco AB Class A5.4%
- Investor AB Class B4.6%
- Hexagon AB Class B3.9%
- Danske Bank AS3.8%
- Swedbank AB Class A3.6%
- EQT AB Ordinary Shares3.6%
- Novonesis (Novozymes) B Class B3.1%
- Essity AB Class B3.0%